Ray Dalio did an interview in Singapore recently where he said that cash is a good place for your money right now.
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Dalio built one of the biggest investment firms of all time, and now has shifted to analysing hundreds of years of economies to understand the changing environment we find ourselves in today.
So what are these radical changes we are going to experience over the next few years,
And how does Dalio believe you should invest to both benefit from the new paradigm while also protecting your wealth from the debt crisis.
TIMESTAMPS
INTRO 0:00
ECONOMIC TIME WARP 0:41
SUPPLY/DEMAND PROBlEM 5:39
POLITICS IS GETTING WORSE 7:55
2 OTHER RADICAL CHANGES 8:54
HOW TO INVEST TODAY 9:45
AI CHANGES EVERYTHING 11:47
HOLD CASH 14:25
INVESTORS BIGGEST MISTAKE 15:21
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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
Hamish Hodder is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
I'm back! Sorry for not posting for a couple of weeks, I got struck down with a pretty nasty sickness that I am grateful is now behind me. On the brighter side, I have a lot of video ideas that I will be putting into action over the remainder of the year so thank you for your patience!
An even bigger thank you to the community members @ https://www.hamishhodder.com/community
Having your support took a lot of pressure off me and I am so very appreciative of each and everyone of you đ
– Hamish
As an investing enthusiast, I often wonder how top level investors are able to become millionaires off investing. . Iâve been sitting on over $545K equity from a home sale and Iâm not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
I have only 5 companies in my portfolio. It is very easy to study and watch them. Never have more than 5-7 companies in your portfolio and you will be good.
The left has gone off the left edge of sanity clinging to a rope dragging the political spectrum, the right is what we wouldâve called moderate just a decade ago.
Thank you for your advice, achieved financial freedom in 2023, thank God lost the extra weight it was wearing me down (Eating lest fast foods because of my stressful Entrepreneur's business) its really so to the point been grounded. Been in touch with nature; $$$ money is not a problem for 2024 but Love your idea about the balance and assessing once's life….been just Grateful (Gratitude is the best Attitude and if you can reach it just change your Latitude: Take a vacation or just go into Nature to be recenter yourself and be Humble).
Anyone else was no able to listen to anything from dalio in this video? On my phone just sounds like noise…
I'm thrilled to share my journey from an average lifestyle to earning over $115k per month, all thanks to the power of return on investment. Over the past years, I've gained valuable insights that have dispelled any doubts about the abundant opportunities in the financial markets. The key lies in knowing where to focus your efforts. A significant part of my success story is attributed to BridgeStow, a reliable investment company that has played a pivotal role in securing my financial future and retirement.
<<<Success depends on the actions or steps you take to achieve it. Building wealth involves developing good habits, such as regularly setting aside money for sound investments…
Huh
So not Silver and goldđŽ
Well for 2024, I think investors should be concentrating majorly on undervalued stocks, given the current volatility of the market. As for my $470k portfolio, thirty-five percent consists of depreciating, once highly valued stocks, and I have no idea how to get out of this terrible situation. Quite devastating
Lmao. Dude is gaslighting your assesâŚ.what a poor representation of America
Note: Your Video inserts are out of Phase. In mono they dissapear andbecome silent, no audio
Stocks are falling and bond yields are rising, but markets still donât seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $117k stocck portfolio, whatâs the best way to take advantage of this bear market?
His advice is for institutional investors. No individual retail investor builds wealth by restorting to cash
Saying Bond prices are dictated by 'supply and demand' is too simplistic. Bonds are bought for only two reasons, they're not equity but debt… a promissory note to repay money they're borrowing from you. So you buy a bond to earn a set rate of return (interest), AND to place funds in a secure place for the safety of the funds, as with US Treasury Notes, which will ALWAYS be re-paid (we are not about to default on a bond obligation, ever, which makes the US Treasury Bond a 'risk free' instrument). However, 80% of the debt market is PRIVATE, only 20% is government and municipal Bonds. And private firms raising funds via bond placement come in at varying levels of risk (return). T-Bonds are the lowest return, because they carry the least risk. CHINA owns Billions of US Treasury Bonds because of the low (zero) risk level. If we push more debt into the marketplace, it stands to reason the returns have to be higher to stimulate the greater demand required for the supply, that is true. But it's always the volume of the bond supply needed by the issuer that drives elevation of the return rate, because the demand side has other options to invest in, and has portfolio partitioning that only requires a defined percentage to be in bonds, at each risk level. When the money supply increases, and inflation takes hold in the market… the Government has to pay more on T-Bills, because the Demand side has many other higher return investments to choose from. A private company always needs to issue some debt if it's to achieve optimized costs of capital, which has equity, cash flow, and debt components that go into optimizing for lowest cost, with deductible and tax related benefits.
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio thatâs well prepared for any eventually, thatâs how some folks' been averaging 150K every 7week these past
i m going to short my $670k portfolio because when people say market will go up it goes always down my pre diction is stocks fall in march 2024 atleast 15%
Whole Ray Dalio's speech is cutout from your episode.
"…Cash offers a pretty good return right now… you can get 3.5, 4% right now…" .Uh "pretty good"? Here in NZ you can get 7.5-8% even on as long as 18 months on a term deposit.
The S&P 500 moved 8.9% higher in November, achieving one of its best monthly performances in history.. which is an indicator for profits to continue to improve. I just want my money to keep outgrowing the inflation rate. I'm still looking for companies to make additions to my $500K portfolio, to boost performance. Here for ideas…
Crash or Cash app premium app đ
That looks like a very old video.
Well explained. Thank you for bringing up this video. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject ….. Thanks to Mylah Evander
I'm very happy to have come across your channel Hamish!! Brilliant videos.
âThe past is never dead, itâs not even pastâ. W Falkner
Thank you for this illustrative video. I own a couple of dividend aristocrats. After my broker diversified my portfolio, I've been able to scale from $80k to 320k in dividend. I recommend working with an expert.
https://youtu.be/ZC1k6kNS3G8
BAD Closed Captions- useless!
Explain to me why Ray states here that us bonds are not in his view a good investment. however his all-weather strategy has us long-term bonds at an allocation of 40 %,,?
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024.
Something went wrong when this video was recorded you canât hear any of the interviews and comments that theyâre making.
THANKS. Just what I needed to watch. My wife and I got a 400k HELOC from our 780k primary home which we are still paying a mortgage for. I want to only use 200k for this new duplex down payment. I realized that the secret to making millions is making better investments and staying out of debt.
I'm grateful to GOD for the internet space, we were able to join the credit repair program, we payed up our debt and now we are back to being the administrators of our farming business and our own properties, as well as small pensions.
I am almost 50, my wife is 48. We have started saving for retirement from the farm and maybe live off rental income, I would really appreciate it if you would do a video on how to earn using Airbnb and retire comfortably.
The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
I never invest more than 7% of my portfolio into 1 stock. If invested strategically across all asset classes, youâll be well diversified.