(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Ray Dalio: <a href="https://x.com/RayDalio">https://x.com/RayDalio</a> Read Part 1 of "How Countries Go Broke": <a href= "https://x.com/RayDalio/status/1878840018770210979">https://x.com/RayDalio/status/1878840018770210979</a> Pre-order "How Countries Go Broke": <a href= "https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064"> https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://tradingeconomics.com/united-states/government-debt-to-gdp"> https://tradingeconomics.com/united-states/government-debt-to-gdp</a> <a href= "https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion"> https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion</a> <a href= "https://www.cbo.gov/publication/61172">https://www.cbo.gov/publication/61172</a> <a href= "https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater"> https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater</a> <a href= "https://fred.stlouisfed.org/series/M2SL">https://fred.stlouisfed.org/series/M2SL</a> <a href= "https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024"> https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024</a> <a href= "https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing"> https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing</a> <a href= "https://www.chathamfinancial.com/insights/fomc-recap-december-2024"> https://www.chathamfinancial.com/insights/fomc-recap-december-2024</a> <a href= "https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html"> https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html</a>

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