MI189: Portfolio Allocation & Ray Dalio's All Weather Portfolio (Mini-Episode)

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:37 - Why being 100% allocated to stocks might not be an optimal allocation.</li><li>02:34 - Why the long-term debt cycle affects Clay’s decisions around portfolio allocation.</li><li>04:21 - What Ray Dalio’s holy grail of investing is.</li><li>12:30 - What asset classes perform well during an inflationary time period.</li><li>14:23 - What Ray Dalio’s all weather portfolio consists of.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Ray Dalio’s video, <a href="https://www.youtube.com/watch?v=PHe0bXAIuk0" rel="noopener noreferrer" target="_blank"><strong>How The Economic Machine Works</strong></a>.</li><li>Check out Preston Pysh’s conversation with Peter McCormack <a href="https://www.youtube.com/watch?v=5Q4-E5K7tW0&amp;t=1748s" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/episodes/berkshire-hathaway-masterclass-w-chris-bloomstran/" rel="noopener noreferrer" target="_blank"><strong>Berkshire Hathaway Masterclass w/ Chris Bloomstran - TIP438</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/episodes/the-changing-world-order-w-ray-dalio/" rel="noopener noreferrer" target="_blank"><strong>The Changing World Order w/ Ray Dalio - TIP410</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/bitcoin-long-term-debt-cycle-on-chain/" rel="noopener noreferrer" target="_blank"><strong>Bitcoin, Long-Term Debt Cycles, &amp; On-Chain Analysis w/ Dylan LeClair - MI150</strong></a>.</li><li>Check out our<strong> </strong><a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>Investing Starter Packs</strong></a> about business and finance.</li><li>Find Pros &amp;