Wednesday, October 15, 2014


"I just want to evolve." -Ray Dalio

Ray Dalio is the epitome of quirky, eccentric hedge fund investor.

His complete obsession with questioning every fact, every belief system, even himself enthralls me.

I could never work for him (FD: I did interview with Bridgewater, but I am an equity long/short person at heart and that is not what they do, so I did not go further).

His way of looking at Macro really impresses me though, because it's kind of like "Beginner's Mind" in that he questions every belief constantly.

Relates to "the market is right" idea from yesterday.

Here is a short 5 minute clip of him with Charlie Rose which gives insight into the VERY unconventional way that this man thinks: