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HomeRay Dalio Speaks, Sense on Cents Listens
Posted by Larry Doyle on March 3rd, 2012 8:05 AM |
While most people see the trees, the waves, and the stars, there are a few money managers and economists out there who see and speak truly about the forest, the oceans, and the galaxies.
Who are a few of these individuals?
Jeremy Grantham of Grantham Mayo, whom I highlighted a week ago. Bob Rodriguez of First Pacific Advisors of whom I have written often. Harvard economist Kenneth Rogoff is without peer in understanding and delivering on the depth and breadth of our global economic crisis. I personally think the Fletcher School of Law and Diplomacy’s Amar Bhide is in a class with only Simon Johnson in addressing what the world of finance needs to do in correcting itself circa 2012.
Who else also occupies the loftiest of spots in the Sense on Cents Hall of Fame and distinguishes himself along with these other luminaries?
Ray Dalio: “Know What You Don’t Know”
Posted by Larry Doyle on October 25th, 2011 9:24 AM |
Ray Dalio occupies a very special place in the Sense on Cents Hall of Fame.
Dalio is widely regarded as running the most successful money management operation in the world today, that being Bridgewater Associates.
While I certainly admire Dalio’s financial acumen, I most appreciate Dalio’s philosophical approach to the markets and the world as a whole. Our country would be in a far better position if we were able to get the political crowds in Washington and our state capitols to listen to and embrace Dalio’s approach and his perpetual pursuit of the truth.
Dalio was recently interviewed by Charlie Rose. While the interview runs for 37 minutes, the wisdom Dalio shares lasts a lot longer than that. What does Dalio highlight? (more…)
Ray Dalio’s ‘Hyper-Realism’ Defines ‘Sense on Cents’
Posted by Larry Doyle on October 22nd, 2010 9:12 AM |
In a world awash with lies, obfuscation, backstabbing, conflicts of interest, and those who prosper via these machinations, are there individuals and companies whose very core is defined by a perpetual pursuit of truth, transparency, and integrity? Of course there are many people who cherish these virtues and try to live and work by them. That said, within even the most well-intended organizational structure these principles will seemingly often be compromised for a variety of reasons. Is there an organization that not only promotes the pursuit of these virtues but has actually made them the foundation on which it operates and invests?
In fact there is. Let’s take a hard look at perhaps the single most successful fund in the markets today with a track record of success that would be the envy of all. I am talking of Bridgewater Associates based in Westport, CT.
Bridgewater is run by Ray Dalio. What does Ray have to say about his corporate philosophy? Let’s navigate as Ray writes, (more…)
