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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