Investment Lessons from War

"German Chancellor Friedrich Merz said, 'The world order as it has stood for decades no longer exists', and that we are in a period of 'great power politics.'"

"He made clear that freedom 'is no longer a given' in this new era. French President Emmanuel Macron echoed Merz’s assessment and said that Europe’s old security structures tied to the previous world order don't exist and that Europe must prepare for war."

"U.S. Secretary of State Marco Rubio said that we are in a 'new geopolitics era' because the 'old world' is gone."

~ Ray Dalio

The world order is officially dead - Germany, France, and the US all said so at the Munich Security Conference. Ray Dalio's chapter on the big cycle of external order and disorder lays out exactly how empires collapse and wars begin. But did Dalio miss the most important piece? What if the debt cycle he describes isn't just a pattern - what if it's a symptom of a fundamentally broken monetary system? And what happens when you drop Bitcoin into the middle of a world gearing up for conflict?

Check out the original article: The World Order Has Broken Down (Link: https://x.com/raydalio/status/2022788750388998543)

References from the episode

• Ray Dalio's book Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail - I read all of Chapter 6 in this episode and it's absolutely worth reading the whole thing (Link: https://en.wikipedia.org/wiki/The_Changing_World_Order)

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