Ray Dalio warns on debt, inflation
- Ray Dalio told the Prof G Markets podcast the Iran war, rising inflation and climbing U.S. debt mean investors must rethink portfolio exposure. - He flagged systemic risks including energy shocks and sovereign-debt strains, urging monitoring of liquidity and long-duration assets across equities, credit and crypto markets. - The interview frames macro uncertainty as a catalyst for rotating risk assets and crypto flows. (x.com)