Ray Dalio and Jeremy Grantham – inflation, political conflict, asset bubbles and climate change
Today we are excited to have two legendary investors together to cover their perspectives on the big picture. In 1975, Ray Dalio started Bridgewater Associates, which is now the largest and one of the most successful hedge funds in history. Jeremy Grantham co-founded GMO, a leading investment manager, in 1977 and currently serves as its Long-Term Investment Strategist. Ray and Jeremy are highly respected market historians, having studied major global trends over many centuries and been actively investing for five decades. They describe the major forces at play in today’s unique environment and what investors should do about it. I co-hosted this event with my friend Jim Haskel, who is the Editor of the Bridgewater Daily Observations. I found the discussion fascinating, and I hope you do as well.
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