Markets2025
How Countries Go Broke
Ray Dalio
Adds a macro lens on sovereign debt cycles, monetary policy, and how systemic risks affect financial assets.
Why read it
Adds a macro lens on sovereign debt cycles, monetary policy, and how systemic risks affect financial assets.
Helps readers place decisions in cycle context.
Helps readers manage position risk before seeking return.
Helps readers separate signal from noise.
Helps readers prepare for the thesis to fail.