New World Order and The Fourth Turning

[tede02]

For those of you that have read Ray Dalio and Neil Howe's work, do you think they are largely describing the same thing? That's my takeaway. Dalio's work is extremely quantitative...lot's of charts, etc. The Fourth Turning is more narrative, weaving together historical events into a big story. Regardless, they both seem to paint a similar picture. 

Edited December 15, 2025 by tede02

[handycap5]

I'm surprised how much this framework and thinking appears to have pervaded the investing broader narrative, at least in the milieu I occupy. I recently heard Jeff Gundlach referring to the fourth turning in such a manner that it implied everyone knew what he was talking about...

 

My question is OK, so what? What do we buy or sell today? Dalio would have us buy gold. What incremental investing decision do you think we should do?

[Gregmal]

This is the kind of macro nonsense that gets 45+ year old finance nerds hard in the pants; a feeling they love because otherwise it’s not one they likely feel very much anymore. But it’s toxic for any level headed investor and basically conspiracy theory level garbage.

[backtothebeach]

1 hour ago, Gregmal said:

This is the kind of macro nonsense that gets 45+ year old finance nerds hard in the pants; a feeling they love because otherwise it’s not one they likely feel very much anymore.

Lol, you do have a way with words.