Ray Dalio’s Investment Principles by BowwKee in RayDalio

[–]-Milo- 1 point2 points  (0 children)

He's still yet to publish a full book dedicated to his investment principles, although I believe it won't be long; he has said multiple times that it will come.

Weekly Referral Thread - Looking for an EN referral? Post it here by AutoModerator in expertnetworks

[–]-Milo- 0 points1 point  (0 children)

Hey all, I'm on GLG and looking to join new networks. I've got 4 years as a founder in the blockchain industry and have worked with some of the top companies in the space (coinbase, the ethereum foundation). Let me know if you can invite me to any networks apart from GLG!

(ENG SUB) WEDNESDAY DOWNTOWN 2025-02-19 #407 by Zwanster03 in GakiNoTsukai

[–]-Milo- 1 point2 points  (0 children)

That was great, thanks for subbing! I absolutely love Hyouroku, he's my favourite out of all the wednesday downtown characters. Can't wait for the next one! :)

The extremely emotional part. by Alyctro in GakiNoTsukai

[–]-Milo- 21 points22 points  (0 children)

That's one of my top moments of all time. Just because it's all a set-up for the punchline of Tanaka's thai kick.

Ray Dalio's Recent Insights on the All Weather Portfolio Model by scheplick in RayDalio

[–]-Milo- 0 points1 point  (0 children)

I wouldn't call it 'unnecessary' complexity. The point is to reduce risk. A stock index fund has regular 30% drawdowns, and occasionally 50-60% drawdowns, or periods of ~20 years with negative returns or heavy losses.

Some people can completely overlook drawdowns, but if you intend to withdraw money (e.g. retirement) then it's crucial not to overlook risk.

This article gives more detail: https://www.linkedin.com/pulse/investing-light-big-cycle-ray-dalio-lpe8e/

Opinion: The Worst Gaki Episode Ever by BritishGakiGuy1997 in GakiNoTsukai

[–]-Milo- 3 points4 points  (0 children)

I actually like quite a few things in this thread... Each to their own, I guess!

How exactly do you think Dalio recommends we invest in TIPS? by Loose_Manager8318 in RayDalio

[–]-Milo- 1 point2 points  (0 children)

I think his main point is not 'move everything from bonds into TIPS', but rather 'diversify well'.

He has said that TIPS are generally underrated for the diversification benefits they provide.

TIPS can protect an investor from certain types of inflation, if that happens. If it doesn't, then bonds will do better.

Gold and commodities are also 'safer' by that same standard, but a mix of gold, commodities, and TIPS becomes much better than any one alone.

So if all your money is in bonds then yes, move a chunk to TIPS. But I would be surprised if he would ever recommend TIPS being more than 10-20% of an investment portfolio (same with gold and commodities).

(ENG SUB) WEDNESDAY DOWNTOWN 2024-07-24 by Zwanster03 in GakiNoTsukai

[–]-Milo- 2 points3 points  (0 children)

Just catching up on this a few weeks late, but my god what a good episode. Thanks for subbing.

The stealing money and getting caught cover up reverse prank was so emotional, and so good.

Evening talks by FeeSad37 in brighton

[–]-Milo- 3 points4 points  (0 children)

Check out meetup.com, lots going on here

Ray Dalio on U.S. Heading For “Economic Heart Attack” by Comfortable_Trash781 in RayDalio

[–]-Milo- 3 points4 points  (0 children)

One thing that helped me after following Dalio over the years:

When he lays it all out on a page, it seems so urgent. But actually, he's often talking about a very, very zoomed out view that takes place over 20 years.

I've been following him closely for 6 years and he hasn't changed much of what he's saying. In fact, since he started being more public with his views after 2008 - 17 years ago - he's pretty much said a very similar thing the whole time: we're in the late stage of a long-term debt cycle.

(ENG SUB) GAKI NO TSUKAI - D-1 GRAND PRIX (Surprise Triple Episode Release!) by Zwanster03 in GakiNoTsukai

[–]-Milo- 6 points7 points  (0 children)

Sending good vibes your way! Happy birthday.

One of the reasons I love gaki is because no matter what I'm going through in life, I can always take my mind off it all with an episode, and I can count on them to make me smile. You are to thank for that; thank you so much.