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Principles for Dealing with the Changing World OrderBook

by Ray Dalio

Who uses, recommends or left Principles for Dealing with the Changing World Order, in their own words: each a verbatim quote with a link to where it was said.

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Founder of Bridgewater Associates; author of Principles and How Countries Go Broke, and writes the Principled Perspectives newsletter.
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Many of the indicators I use to track unfolding events are explained in Principles for Dealing with the Changing World Order. I especially recommend Chapter 6, “The Big Cycle of External Order and Disorder,” and, if you are interested in the unimaginable-in-peacetime investment-related developments that typically happen during wars, I recommend Chapter 7, “Investing in Light of the Big Cycle.”

Dalio’s essay arguing the world is in a long war; he points readers to specific chapters of his own book.

2026-04-07·raydalio.substack.com ↗

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