Ray Dalio warns that the global fiduciary system is going through a critical phase: traditional currencies are losing stability due to debt, inflation, and geopolitical tensions. According to him, the U.S. is in a stage of excess within the historical cycle of empires, which weakens the dollar as a hegemonic currency.
This scenario generates:
Volatility in the markets and increased demand for safe-haven assets like gold.
Transition of economic power, with China and emerging markets gaining influence.
Risk of prolonged inflation and sovereign debt crisis.
Dalio recommends:
Investing in gold.
Diversifying internationally to reduce dependence on the dollar.
Preparing for a multipolar world with new currencies and economic blocs.
⚠️ Risks include loss of purchasing power, social tensions due to inequality, and geopolitical conflicts between the U.S. and China.
👉 In summary: the fiduciary order is weakening, markets are already feeling the tension, and investors need to rethink their strategies towards safe-haven assets and global diversification.