What podcasts say about Ray Dalio
Every statement, with the speaker, the exact quote and the moment it was said.
What Ray Dalio has said on podcasts
31 statements · 14 positive · 13 negative · 2 mixed · 2 neutral
The current AI boom is likely America’s biggest investment bubble.
“This is, I think, the biggest investment bubble in American history.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 3:10
Rising interest rates typically prick financial bubbles.
“And that's usually a rise in interest rates.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 12:39
New stock supply and investors’ need for cash can cause bubbles to burst.
“that supply of stock, together with the other that I'm mentioning, the need for getting money and so on, causes the bubble to pop.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 13:59
Heavy leveraged investment by inexperienced investors is a classic bubble warning sign.
“Classic strong hands is that when weak investors, not knowledgeable investors, then put a lot of money into it, particularly if that's in a leveraged way.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 14:33
Investors should avoid timing bubbles and instead diversify their portfolios.
“The future is very unknown and people should not be timing. Sophisticated investors have a real challenge even in timing a bubble. So the important thing always is to diversify.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 16:43
Holding cash is a poor long-term investment because inflation erodes its value.
“people think that that's the safest it's the worst investment over a long period of time because inflation will eat it away.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 18:08
Diversification can reduce portfolio risk without reducing expected returns.
“the best thing to do is to have a diversified portfolio of that. When you have that rather than any one, you won't reduce your return, but you will reduce your risk.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 20:55
Gold tends to perform well when other major assets perform poorly.
“this one gold is very interesting because when all of these tend to do badly, this tends to do well.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 21:59
Most investors should allocate 5–15% to hard money, preferably gold over Bitcoin.
“hard money, which for most people should be between 5 and 15% of their portfolio. I prefer that I'm pointing to the gold bars here rather than the bitcoin.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 28:39
AI puts people in thinking jobs at risk of replacement.
“if you're in a thinking job, be at risk of being replaced.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 31:10
AI disproportionately benefits capital owners whose ideas replace workers.
“those who benefit from it are those who are the capitalists with the ideas that replace the workers.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 32:50
Autonomous vehicles could replace nine million drivers with twenty million vehicles within twenty years.
“20 years from now, you can imagine that those 9 million will be 20 million AVs, maybe.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 36:13
Robots may fulfill most trips in the future.
“you can imagine the majority of our trips being fulfilled by robots of some kind.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 36:37
The major debt-and-conflict cycle typically lasts roughly eighty years.
“Then you have this big cycle which typically lasts for about a lifetime on average about 80 years.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 38:30
People combining exceptional human intelligence with AI will remain at the technological frontier.
“those who can work very well where they have an exceptional human intelligence and work in partnership with the artificial intelligence, that they are going to be at the cutting edge of all of this.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 46:01
Beyond basic needs, additional money has little relationship with happiness.
“there's very little correlation between the amount of money you have and the level of happiness that you have past the basic level.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 48:42
Adaptability is more important to success than intelligence or hard work alone.
“It is those who species and people who are also most adaptable.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 51:25
People should learn to use AI to increase knowledge, usefulness, and fulfillment.
“I need to learn, I need to know how to maximize the use of tools like AI to be able to, to increase what I know and how do I use that to the best of my ability to be as useful as possible doing things that fulfill me.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 53:51
Societies should guarantee minimum levels of education and basic living conditions.
“one wants to create more opportunity through education and through other basics that there's certain level at a floor that nobody should go underneath because it's bad for them and it's bad for the society.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 55:40
- on Singapore and Scandinavian countriesPositiveJul 30, 2026· The Diary Of A CEO with Steven Bartlett
Singapore and some Scandinavian countries provide broad basic education, housing, and healthcare floors.
“There are some societies, like in Singapore, some of the Scandinavian countries, Some societies there is a floor that everybody can have good education, adequate housing and adequate health care.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 58:06
Wealth taxes would reduce investment because wealth is largely invested capital.
“we do have to realize that it will lessen investment because what wealth is mostly used for is to put it into investment.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 59:43
The United Kingdom is over-indebted, underproductive, and has limited policy choices.
“They have gotten over indebted under productive and they've run out of choices.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:03:51
The United Kingdom will require major restructuring, potentially including bankruptcy.
“They're going to have to have a major restructuring. You're going to have to go bankrupt.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:05:48
Shared-pain bipartisan reform is the best path through severe economic problems.
“unless you have bipartisan support, unless you do it in a way where the pain is shared and there's a sense that there is a we're doing the right thing as well as. Not a sense, just a reality of doing the right thing to make most people productive, that is the best path forward.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:08:14
Entrepreneurs should operate globally rather than remain tied to one provincial market.
“be global. In other words, don't be just stuck in a provincial place.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:09:24
The United Kingdom is becoming a more difficult environment overall.
“I think the United Kingdom, as it goes through these difficulties, is as a whole, a more difficult place.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:10:31
The United States, United Kingdom, and others are late in the long debt-and-power cycle.
“we're on the. When we say that the US the UK number of other countries are later in that cycle when there's the loss of the things that we've been talking about over indebtedness, more over indebtedness, the loss of power.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:13:55
The most beneficial likely world-order outcome is stronger regional organization.
“I think the most likely beneficial outcome is that it becomes more regional.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:16:37
China-Taiwan reunification will most likely occur through pressure rather than a major war.
“the Taiwan issue will be handled by, in my opinion, most likely not militarily in the sense that there will be a great war between the United States and China over it, but in the pressures that are going to be created so that there is a reunification of China.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:19:47
A Chinese blockade of Taiwan’s chip exports would crash global stock markets.
“We could imagine what would happen if they blockaded chips leaving Taiwan. Okay, you'd see the world stock markets crash, you would see terrible, terrible things.”
Open the episode · Ray Dalio: I Predicted The 2008 Crash, I Know What Comes NextListen at 1:22:41
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.