MI189: Portfolio Allocation & Ray Dalio's All Weather Portfolio (Mini-Episode)

IN THIS EPISODE, YOU’LL LEARN:

01:37 - Why being 100% allocated to stocks might not be an optimal allocation.02:34 - Why the long-term debt cycle affects Clay’s decisions around portfolio allocation.04:21 - What Ray Dalio’s holy grail of investing is.12:30 - What asset classes perform well during an inflationary time period.14:23 - What Ray Dalio’s all weather portfolio consists of.And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

EPISODE RESOURCES

Ray Dalio’s video, How The Economic Machine Works.Check out Preston Pysh’s conversation with Peter McCormack here.Related episode: Berkshire Hathaway Masterclass w/ Chris Bloomstran - TIP438.Related episode: The Changing World Order w/ Ray Dalio - TIP410.Related episode: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair - MI150.Check out our Investing Starter Packs about business and finance.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.Support our free podcast by supporting our sponsors.

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