Yesterday (Jan 10 US time), Ray Dalio had a dialogue with Wang Huiyao (president of the Center for China & globalization CCG). The conversation is available on Youtube here. I believe the discussion is available in China too. And here are my thoughts about it: Overall, I think it is a good conversation and I…
Recently, Ray Dalio published another article in his series, “The changing world order.” My overall reaction to his post is: Ray’s view is comparable to the perspective Kevin Rudd has publicly expressed in recent years. (If you haven’t been keeping up with Kerin Rudd’s public appearances and statements, his recent book the avoidable war is a great place to…
I recently completed reading the book “Why we are polarized” by the author Ezra Klein. In this book, Klein tries to answer the question of why American politics has become so polarized in recent years. He does so by tracing the history of political polarization in the United States, starting with the Civil War. Klein…
Ray Dalio recently wrote an article warning that we are approaching stage 6 of the changing world order. This stage is characterized by war, and it could have a devastating impact on individuals, countries, and businesses. So how worried should we be? Given that Ray (and his team) are highly analytical in their approach, my…
Singapore has been in a unique position when it comes to geopolitics and foreign relations. She is a friend/strategic partner of Both China and the West (the US in particular). So when Singapore’s Prime Minister speaks, the world listens and it carries substantial weight (disproportionate to the country’s tiny size). Two days ago (Mar 30),…