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Ray Dalio on the AI bubble: "this is about 80% into a bubble - that 100% would have been 1929 and 2000" this is him - the Bridgewater founder - reading the AI melt-up against 500 years of bubbles "there's definitely a bubble in the markets" "isn't it amazing?... show more

st1ne

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Ray Dalio: AI will change the world but related stocks could still drop 80% On July 17, 2026, in an interview with My First Million, Ray Dalio Ray Dalio stated that during a bubble period, even the most successful companies could see their stock prices plunge by about 80%. He believes that while the emergence of major new technologies brings excitement and reasons to invest, promising technological prospects do not guarantee excellent stock returns due to high valuations and incoming competitors. According to his "bubble gauge," the current market is at 75% of the extreme levels seen in 1929 and 2000. Ray Dalio believes that the pricking of a bubble typically occurs when investors need to convert wealth into cash, frequently triggered by tightening monetary policies or wealth taxes.

Ray Dalio: AI will change the world but related stocks could still drop 80% On July 17, 2026, in an interview with My First Million, Ray Dalio Ray Dalio stated that during a bubble period, even the most successful companies could see their stock prices plunge by about 80%. He believes that while the emergence of major new technologies brings excitement and reasons to invest, promising technological prospects do not guarantee excellent stock returns due to high valuations and incoming competitors. According to his "bubble gauge," the current market is at 75% of the extreme levels seen in 1929 and 2000. Ray Dalio believes that the pricking of a bubble typically occurs when investors need to convert wealth into cash, frequently triggered by tightening monetary policies or wealth taxes.

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There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.

There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.

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My take on the US stock market bubble: "The elephant in the room is [the market in New York]. It is definitely in a bubble and has been so for some time. Bubble popping usually occurs when monetary policy tightens. But now the Fed is loosening." More w/ Anthony.

My take on the US stock market bubble: "The elephant in the room is [the market in New York]. It is definitely in a bubble and has been so for some time. Bubble popping usually occurs when monetary policy tightens. But now the Fed is loosening." More w/ Anthony.

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Is the SpaceX IPO about to collapse the stock market as it pulls liquidity out of the AI bubble?

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When asked if we're in an AI bubble, Ray Dalio replied: "Indicators show that we’re about 80% in the last two times” - referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: - How much leverage exists - Who's using that leverage - The ratio of wealth to available cash - And so on These indicators show we're deep into bubble territory, but not necessarily at the peak. That’s why he mentioned: “Don’t sell just because there’s a bubble”. Because bubbles can keep inflating. Dalio references how the market surged 90% from early 1928 to September 1929, even after Charles Merrill warned investors to get out. The timing depends on what "pricks" the bubble, and that hasn't happened yet. So what actually bursts bubbles? "The need for cash," Dalio explains. "You can't spend wealth. You have to sell wealth in order to get the money." When asset holders must sell - that's when bubbles pop. Classic triggers include tight Fed policy (unlikely now) or wealth taxes. When the interviewer mentions wealth tax proposals in California, Dalio confirms they exist at both state and national levels and could force asset sales. The real danger isn't valuations alone - it's when circumstances force selling. Ray Dalio covers why we're in a bubble, why you shouldn't sell yet and when to actually sell based on historical patterns in this 9-minute interview with CNBC. If you'd like to watch it, like and comment "DALIO" and I'll send it to you.

When asked if we're in an AI bubble, Ray Dalio replied: "Indicators show that we’re about 80% in the last two times” - referring to 1929 and 2000. Dalio uses a bubble indicator tracking data back to 1900. It measures several factors: - How much leverage exists - Who's using that leverage - The ratio of wealth to available cash - And so on These indicators show we're deep into bubble territory, but not necessarily at the peak. That’s why he mentioned: “Don’t sell just because there’s a bubble”. Because bubbles can keep inflating. Dalio references how the market surged 90% from early 1928 to September 1929, even after Charles Merrill warned investors to get out. The timing depends on what "pricks" the bubble, and that hasn't happened yet. So what actually bursts bubbles? "The need for cash," Dalio explains. "You can't spend wealth. You have to sell wealth in order to get the money." When asset holders must sell - that's when bubbles pop. Classic triggers include tight Fed policy (unlikely now) or wealth taxes. When the interviewer mentions wealth tax proposals in California, Dalio confirms they exist at both state and national levels and could force asset sales. The real danger isn't valuations alone - it's when circumstances force selling. Ray Dalio covers why we're in a bubble, why you shouldn't sell yet and when to actually sell based on historical patterns in this 9-minute interview with CNBC. If you'd like to watch it, like and comment "DALIO" and I'll send it to you.

Felix Prehn 🐶

432,586 görüntüleme • 8 ay önce

RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.

RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.

WOLF

183,702 görüntüleme • 2 ay önce

🚨 THE AI BUBBLE IS ABOUT TO CRACK THE STOCK MARKET. Something very bad might be next for the U.S. stock market. Very similar to what we saw in 2000. You have been warned.

🚨 THE AI BUBBLE IS ABOUT TO CRACK THE STOCK MARKET. Something very bad might be next for the U.S. stock market. Very similar to what we saw in 2000. You have been warned.

Coinvo Trading

121,931 görüntüleme • 3 ay önce

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. 100 out of 100 years showed the same thing: This pattern has NEVER failed. The S&P 500 is already following it. → Dot-com bubble → Housing bubble → AI bubble And SpaceX is the final liquidity event before it all breaks.

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. 100 out of 100 years showed the same thing: This pattern has NEVER failed. The S&P 500 is already following it. → Dot-com bubble → Housing bubble → AI bubble And SpaceX is the final liquidity event before it all breaks.

DANNY

115,531 görüntüleme • 28 gün önce

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. But this pattern has NEVER failed. 100 out of 100 years showed the same thing: The S&P 500 is already following it. → Dot-com bubble → Housing bubble → AI bubble And SpaceX is the final liquidity event before it all breaks.

The most overvalued market in 100 years. Retail is still buying like nothing is wrong. But this pattern has NEVER failed. 100 out of 100 years showed the same thing: The S&P 500 is already following it. → Dot-com bubble → Housing bubble → AI bubble And SpaceX is the final liquidity event before it all breaks.

Wimar.X

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Robert Shiller called the dot-com bubble in 2000 - the market collapsed months later then he called the housing bubble years before 2008, while everyone laughed he won the Nobel Prize for explaining why markets aren't rational and he put his entire Yale course on financial markets online, for free lecture one breaks down how risk, banking and bubbles actually work "irrational exuberance is the psychological basis of a speculative bubble" full Yale lecture. free. bookmark and watch it today

Robert Shiller called the dot-com bubble in 2000 - the market collapsed months later then he called the housing bubble years before 2008, while everyone laughed he won the Nobel Prize for explaining why markets aren't rational and he put his entire Yale course on financial markets online, for free lecture one breaks down how risk, banking and bubbles actually work "irrational exuberance is the psychological basis of a speculative bubble" full Yale lecture. free. bookmark and watch it today

st1ne

46,017 görüntüleme • 2 ay önce

Gilbert Arenas says calling LeBron James and the Lakers 2020 championship, the Mickey Mouse championship is the weirdest thing: “Because every star started in the bubble. Devin Booker was phenomenal in the bubble. Giannis showed who he was becoming in the bubble. Jokic got defeated in the bubble and he’s been the MVP or the runner MVP for six straight years since that bubble. Luka’s terror against the Clippers started in that bubble. Murray and Mitchell bubble. Jimmy Butler, right? This is where that all that was created. So to say the bubble was this Mickey Mouse chip. It just shows you how great I look at it like this. The harder they hate, the greater you are.” (Via Gilbert Arenas)

Gilbert Arenas says calling LeBron James and the Lakers 2020 championship, the Mickey Mouse championship is the weirdest thing: “Because every star started in the bubble. Devin Booker was phenomenal in the bubble. Giannis showed who he was becoming in the bubble. Jokic got defeated in the bubble and he’s been the MVP or the runner MVP for six straight years since that bubble. Luka’s terror against the Clippers started in that bubble. Murray and Mitchell bubble. Jimmy Butler, right? This is where that all that was created. So to say the bubble was this Mickey Mouse chip. It just shows you how great I look at it like this. The harder they hate, the greater you are.” (Via Gilbert Arenas)

NBA Courtside

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🚨 WARREN BUFFET IS READY FOR A MARKET CRASH Just look at this: > 2000 DOTCOM bubble – 21% in cash > 2007 bubble – 51% in cash > 2020 Covid crash – 36% in cash > 2024-2027 AI crash – $334B in cash He always starts accumulating cash prior to a massive market crash, he was right for 80 years straight, he is the best investor in the world no doubt, while the crowd think they are smarter? hilarious.

🚨 WARREN BUFFET IS READY FOR A MARKET CRASH Just look at this: > 2000 DOTCOM bubble – 21% in cash > 2007 bubble – 51% in cash > 2020 Covid crash – 36% in cash > 2024-2027 AI crash – $334B in cash He always starts accumulating cash prior to a massive market crash, he was right for 80 years straight, he is the best investor in the world no doubt, while the crowd think they are smarter? hilarious.

Hanzo ㊗️

384,131 görüntüleme • 3 ay önce

Ray Dalio: "We're already 80% into a full-blown bubble" founder of world's largest hedge fund $15B net worth predicted 2008 crash says AI boom = bubble but don't sell yet wait for "the pricking" you believe him?

Ray Dalio: "We're already 80% into a full-blown bubble" founder of world's largest hedge fund $15B net worth predicted 2008 crash says AI boom = bubble but don't sell yet wait for "the pricking" you believe him?

Leshka.eth ⛩

597,256 görüntüleme • 8 ay önce

Ray Dalio said: "The pricking is the converting of wealth into money." When institutions inevtiably sell their AI paper gains for cash, the bubble “pricks”. For retail, that's a chance to buy quality stocks at a discount. When I believe this could happen:🧵

Ray Dalio said: "The pricking is the converting of wealth into money." When institutions inevtiably sell their AI paper gains for cash, the bubble “pricks”. For retail, that's a chance to buy quality stocks at a discount. When I believe this could happen:🧵

Felix Prehn 🐶

167,345 görüntüleme • 2 ay önce

🚨 BREAKING: BRIDGEWATER FOUNDER RAY DALIO JUST SAID LIVE: "THE AI BUBBLE WILL BURST EVENTUALLY. THE ONLY QUESTION IS WHEN." THIS GUY PREDICTED CRASH IN 2008 AND MADE $15.8 BILLION HE KNOWS SOMETHING BAD IS COMING...

🚨 BREAKING: BRIDGEWATER FOUNDER RAY DALIO JUST SAID LIVE: "THE AI BUBBLE WILL BURST EVENTUALLY. THE ONLY QUESTION IS WHEN." THIS GUY PREDICTED CRASH IN 2008 AND MADE $15.8 BILLION HE KNOWS SOMETHING BAD IS COMING...

ᴛʀᴀᴄᴇʀ

21,654 görüntüleme • 2 ay önce

🇺🇸 WHY IS NO ONE TALKING ABOUT THE STATE OF THIS AI STOCK. $MU has just broken a multi-month symmetrical triangle to the upside. If this follows through, it's about to go absolutely parabolic. Remember: when every think the bubble is about to burst. It isn't.

🇺🇸 WHY IS NO ONE TALKING ABOUT THE STATE OF THIS AI STOCK. $MU has just broken a multi-month symmetrical triangle to the upside. If this follows through, it's about to go absolutely parabolic. Remember: when every think the bubble is about to burst. It isn't.

James🇺🇸

191,967 görüntüleme • 3 ay önce

The market is one step away from collapse. Every single bubble followed the exact same pattern. 1972 → Nifty Fifty Bubble 1989 → Japanese Bubble 1999 → Dot-Com Bubble 2007 → Housing Bubble 2016 → Chinese Bubble 2026 → AI Bubble This pattern has NEVER failed... 1972 → Stocks crashed 1989 → Japan crashed 1999 → Nasdaq crashed 2007 → Housing crashed 2016 → China crashed 2026 → S&P 500 cra... SpaceX is the 'end' event before the AI bubble breaks. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

The market is one step away from collapse. Every single bubble followed the exact same pattern. 1972 → Nifty Fifty Bubble 1989 → Japanese Bubble 1999 → Dot-Com Bubble 2007 → Housing Bubble 2016 → Chinese Bubble 2026 → AI Bubble This pattern has NEVER failed... 1972 → Stocks crashed 1989 → Japan crashed 1999 → Nasdaq crashed 2007 → Housing crashed 2016 → China crashed 2026 → S&P 500 cra... SpaceX is the 'end' event before the AI bubble breaks. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

67,705 görüntüleme • 2 ay önce

🔴 SOMETHING HORRIBLE IS ABOUT TO HAPPEN TO THE U.S. STOCK MARKET. Most people have joked around with the AI bubble but it's seemingly worse than the dot-com bubble. The two are insanely similar and this chart is now higher then it was in the year 2000. If history repeats, the S&P-500 is about to liquidate millions of people. Jobs will be lost. Families split. Everything.

🔴 SOMETHING HORRIBLE IS ABOUT TO HAPPEN TO THE U.S. STOCK MARKET. Most people have joked around with the AI bubble but it's seemingly worse than the dot-com bubble. The two are insanely similar and this chart is now higher then it was in the year 2000. If history repeats, the S&P-500 is about to liquidate millions of people. Jobs will be lost. Families split. Everything.

Coinvo Trading

12,232 görüntüleme • 3 ay önce