Dalio - Japan society talk

[MrB]

http://www.japansociety.org/webcast/where-does-the-future-of-investments-lie-ray-dalio-on-the-japanese-world-economies

[racemize]

This may be one of the best Dalio videos I've watched in terms of questions (but perhaps not as much in terms of the initial presentation).  He really answered a lot of specifics he usually skips over.

 

Towards the end, commented on domestic equities as 4-5% over the next decade, and repeated that asset classes were "expensive". 

 

Thanks for posting.

[Guest wellmont]

he's a genius macro savant. but I've said this before. has anybody ever got a "timely" actionable idea from RD?