저자: DripCoach/인터뷰대상RayDalio발언포함 · 외국인
요약 보기
Dalio는 5대 힘(부채·내부갈등·지정학·자연재해·기술혁신)이 80년 주기로 맞물려 체제 변화가 온다고 주장하며, 미국·영국에 낙관적이지 않다고 말함. 기술전쟁 승자가 새 질서를 결정한다고 봄. 개인 유튜버는 이를 근거로 생활비 절감·해외 이주·비트코인 DCA(매일 100달러)를 실행 중이라 밝힘. 달러·미국 제국 붕괴에 대해서는 점진적 변화를 예상하고 CBDC·디지털 ID 확산을 언급. 자산 가격 예측은 Dalio 발언에 없음.
다듬은 글
Hey guys, welcome back. Drip coach here with Drip and Farm for Poverty where we don't trust, we verify, and operate with integrity and transparency. On today's clip, we got Ray Dallio as he was being interviewed by Steve Bartlett, the diary of a CEO uh recently on September 11th. If you're not familiar with Ray Dallio, he is the CEO of the largest hedge fund in the world, Bridgewater.
He wrote a bunch of books. I have pre shown him on the channel before. Um, this most recent one I think I did back during the drip era, the changing world order. Highly recommend you watch this video if you don't want to read just 43 minutes and basically talks about the fourth turning and where we are as a species and especially in regards to the decline of the different powers and how that has been systemic over time.
So, in this clip, Rey is touching on what he calls the very, very dark times for America and the UK, and this decline is imminent and coming soon to a region near you. So, he says the cycle is turning, the middle is collapsing, and the winners of the tech war will decide the next world order. He's not optimistic about the UK, nor is he optimistic about the US.
and the clock on the postWorld War II order just hit the danger zone. So, he believes this is the last quiet moment before things accelerate. And let's get into it. So, we'll play this first opening clip. Is the legendary billionaire investor who decoded the cycles of human history to predict financial crashes,
build the world's largest hedge fund, and now to warn us about what lies ahead. Are you optimistic about the future of the UK? No. What about the United States? No. Why? Okay. In order to bet on what's going to happen on the global economy, I learned that there's five big forces that create a big cycle that repeated through history which lasts about 80 years.
First is the money debt force that creates wealth and opportunities gaps and it's connected to the second force, the internal conflict where you don't trust the system causing wars between the left and the right. And it's not easy answers like tax the rich and we can get into that. But the third is geopolitical force.
In other words, international conflict. Then there's acts of nature. And then number five is man's inventiveness particularly of new technologies. Now the question is who wins the technology war because the winner of that determine how the new world order works is it. So right there you just pretty much it's talking about the two two of the economic powers right now the US and the UK.
And unless you've had your head in the sand or under a rock or living under a rock so to speak, then you may not be aware of what he just said. Uh number one is um one of the big forces of five is money and debt. Well, definitely the US and the UK have problems with that. Number two, internal conflict.
All you got to do is open social media. Most recently, we've seen um some very heightened things happening with uh Charlie Kirk. Um heart goes out to him and his his family. Rest in peace. And then number three, geopolitical. So again, all you got to do is turn on social media, the news, and you could see um all what's going on in China, Russia, even um North Korea's president or dictator, he was there.
they were marching lock and step together. Um, so bricks and all that stuff, even the stuff going on with India. So that's number three. Number four, acts of nature. Uh, I don't know so much if it's acts of nature or man creating an acts of nature on its own. Uh, look back what we've seen in the most most recent what was that?
Um, floods and then the fires in uh, Hawaii and in California. So call those acts of nature or man-made, I don't know. But uh the last one is man's inventiveness and mainly talking about tech and development. So again, all you got to do is open up your smartphone or whatever. You can see anything AI making the news.
So all five of these are coming to a head or brewing right now in real time. So what does that mean? I have no idea in regards to the time frame, but Ray gives some pretty sound advice. But let's first break down him talking about not being very optimistic about the US. Get some details on that. But are you optimistic about the United States at the moment?
The United States is very much a big picture. No, I think it's very much in this issue there. So if I go down my list, it definitely has this uh debt money economy problem. We can get into that. Okay. It definitely has the internal conflict power in which there's a fight between the left, you know, the hard left and the right due to wealth and values gaps and people not believing that the system will work for them.
And so democracy is at risk because they don't believe this. They're not going to follow the rules in the sense they don't believe the rules are going to. Number three, it pause right there real quick. If you watched my last video about what happened with that wealth gap and how the people of the Nepalese people people for that exact reason, the wealth gap, they basically got tired of seeing the wealthy Nepalese influencers or jenzers on Tik Tok living like royalty while everybody else was scraping for scraps just to get by on a day-to-day basis.
like wait a minute this system is broken. So we haven't quite got there in the US and maybe in these western worlds where people really are feeling the pain of the wealth gap. But make no mistake there is a wealth gap and this was a revolution that took place here September 2025 using the tools and tech that we have available.
Um granted it's Nepal and they only have 29 million people but um the point Ry makes in his book principles and more specifically the changing world order is that you can look at this over history of 500 years of history and when all five of these things line up these five forces money debt internal conflict geopolitical acts of nature and man's in invented it causes for a regime change
it's of course the leading one side in this great power conflict of the world, right? In other words, yes, between the United States and the one side, let's say, and China and the allies, their allies on the other side. I mean, in the news, you just saw the meetings ofQi, Putin, Modi, and that group over there walking down, you know, and okay, so now it should be pretty clear how the sides are lining up.
Okay, you it's always better to be in a place that's not in one of those wars, like stay out of wars. Um, and of course, climate has an effect. And of course, then we have technology. The United States and China are in the big technology competitions. The others are really not in the game. They don't have the money that this innovation and talent in a sense to play at that scale and so on.
So we have a great you know technology war which can be used to create great advances but at the same time could be used for great conflicts and so now the question is going to be who wins the technology war because the winner of the technology war is going to win all wars. Okay. and he just dropped a really important tip and I know a lot of you can have some push back or whatever and say it's not an option but like he said the the way to survive or best way to to survive in this is to not be in one of these places um is you know avoid all wars and that's going to get to the punch line I'm get to and where he's actually Steve I asked him he's like yeah so what do I do but I forgot who it was it might have been Michael Sailor talking about the history of man and wars and it's like the old wars were fought with ships and whoever had the strongest um naval power is what dominated back in the day then a little bit more to air power but the main thing is went from ships to now chips and it's all about tech like Ray just mentioned so whoever's going to dominate this war is going to be the one that is dominating the technology front and like he said those two big leaders or powerhouses is definitely the US and China.
So the ironic thing is like we in the US have the companies and the innovators come here but the tech or the equipment is coming out of China. So um yeah it's going to be interesting to see how that actually shapes up. But let's get to the punchline of you know what Steve's asking. And he's like, "Yeah." So, how how do we counteract these risks?
You know, what do we do for me and my family though in terms of risks and how I should um counteract those risks? Is it a case of me saving for a rainy day? Is it okay? That's part of it. Yeah. Um there's a there's a saying in Hong Kong um a Chinese saying which is a smart rabbit has three holes. And what that means is you can see is it the UK or the US and and I can then move to the better place and get out of the place that's a terrible place.
So can I successfully be an immigrant or whatever and change my location throughout history that's been important. So the ability to go to good places and away from bad places. Um so that's part of it. Um secondly, building your financial strength is important which has to do with how you earn, spend and save that will determine the amount and then what you do with that amount is invest and so how you invest uh is also important.
So if you have your financial ability and you can make the move and then you have knowledge you know about what's happening so that you can change things those are the things you need so on that first point about a smart so that to me is 100% the smart play and ironically that's exactly what I have done not to toot my own horn but it's interesting how that strategy actually works Wow.
So in that uh Chinese analogy or parable he mentions the first step he says is um find a location that you know you can avoid some of these potential outcomes. So it's like you know like you said the US or UK it's leave. So that's exactly what I did and one of the main reasons um for leaving is that financial stability which leads to number two.
so that you can have more savings. So, one, get somewhere that's cheaper and again, put my money where my mouth is. I showed you guys this before. Um, literally because I started changing my ECA because I relocated. So, I started out in January doing like $25 once or twice a week. you see it February blah blah blah then I increased it when it came to March and April started doing like $50 every couple of days 11 12 13 15 17 18 then it went to $75 that's when I actually left um uh Cambodia.
So basically I think I left in March maybe April somewhere in that time frame. So I stayed with my dad for like a month so I didn't have any expenses and I stayed with my mom for a month no expenses. So that was all about just savings. I spent I started doing $75 a day in Bitcoin and then I eventually relocated to um South America and I increased my DCA ever since May 15th $100 a day and I am living off of Bitcoin.
So you'll see every once in a while that there is a subtraction. That's because it's going directly to Morpho to uh do a a loan on Morpho. Um, full disclaimer, I do plan on getting that back off of Morpho because I still don't trust Brian Armstrong and Coinbase, but it has been the absolute easiest way because I can just come through here, go straight to Morpho, I get USDC, and then I was using Spritz to pay my um credit card bill.
I haven't figured out who I'm going to use instead right now, but I'm just showing you guys full transparency. Been $100 a day non-stop since May. And that is 100% tied to exactly what Ray said. Number one, leave. Two, cut your expenses financial, start saving. Three, invest. And the only thing I believe worth investing in is Bitcoin.
So, I'm showing you guys that like I've made this journey of um getting out of tokens and community cult projects. I still have like Swapex and I still have some alts from last season and all that stuff like that, but I haven't bought any more since what I showed you guys on Coin Market Cap on my portfolio.
I made those two investments that have not yielded any fruit and I have not put anything else in. Now, full disclaimer, I have been buying $3 worth of Doge every day and $5 worth of Salana every day, I think, since probably February or March. So, it's just $10. It was $10 total, but charges a dollar for each of those two DCAs.
So, that's it. That's my entire portfolio. Bitcoin, Salana, and Doge. And um all those are in the green right now. So I I I know for some people it's going to be difficult. Maybe you say you can't move or whatever, but I forgot who had this quote. I think yeah, Tony Robbins actually. It's not a matter of resources.
It's a matter of resourcefulness. So, um, you may have family, you may have a home, you may have something, a job tying you down, but I guarantee if hit the fan like it did in the UK or like it did in Venezuela and um, some other countries, people found a way to pack the up and move. So, it's resourcefulness.
So, if you had to absolutely leave because got real in the country that you're living in or um you couldn't stay there any longer, then you would find a way to leave. You'd be much more resourceful. So, I know there will always be push back of people like, "I can't do that. I'm not single. I'm this.
I have family." But trust me, somebody started throwing bombs in your backyard or hit the fan. I guarantee you would have no excuses at that stage. So, be resourceful if you want to avoid whatever the hell this um upand cominging forth turning shapes up. Like, I have no idea. I don't think, you know, speculatively that we're going to see a collapse of the American empire and the US dollar.
I believe they can kick that can down the road a lot further. I believe as I told you guys the very next step is a unified three to five maybe seven max world currencies global currencies so like you'll have the bricks you'll have whatever the UK is and you'll have North America so that would be three I believe that is the next stage and it will be some form of a CBDC built on the rails of digital IDs I didn't realize as this kind of a segue how much of our information is already out there.
Um, if you've dug into Palunteer, I believe it is, and any of the um CIA FBI stuff and surveillance, it is crazy. And especially now with smartphones and all this stuff, like using your camera on your phone, the the finger ID that the iPhone originally had, voice recognition, like all of that stuff is actually, if you believe it or not, Timo hat being collected.
So from all these people that are saying they're not sharing your data, it is 100% being shared and collected. So I believe a digital ID system is in the works on multiple levels at multiple countries. Another segue fun fact, out here in Colombia and in Ecuador, they have what's called a sedula, which is essentially like a uh countrywide identification card.
And that thing is used everywhere for your bus tickets to purchasing meals and getting reward discounts at freaking restaurants. Like you are identified every damnwhere. It's not like a surveillance like China, but randomly on the street a cop can stop and just look up your information and find out where you've been, what you've checked in with.
Um that sula that number like social security number in the US is used everywhere. It is crazy. So, it's not just some deep state, United States, China, whatever system. It's like they're already in other countries as well. So, all this to say 100% check out Ray Deli on his information. He's not about doom and gloom.
He does his research, pulls up the facts, and then it's up to you to decide what you want to do with it. But for me, it was all about exiting the fiat system, specifically the country as well as the dollar. getting somewhere where I have some freedom and stability and if hits the van, even out here, I got my seed phrase and I can just jump on a plane and go.
All right, smash that HBO special. Help brother out. Like, subscribe, comment down below. Until next time, live daily and achieve your impossible. See you.
Comments 0