Dalio: Excessive interest rate cuts will reduce the attractiveness of currencies, and individuals need to purchase some gold to hedge their risks
2025-09-25 11:02:19
Ray Dalio believes that if interest rates are cut too much, it will further reduce the attractiveness of debt, and few people will be willing to buy bonds, and it will also lead to currency depreciation. Therefore, from a institutional point of view, it will weaken the influence of money and make the situation of bond holders worse. When it comes to gold, he believes that gold can be regarded as the opposite of the US debt market. Now countries have a lot of debt, and in order to repay these debts, they need to create money to repay them, but now the value of money is depreciating. Therefore, individuals need to buy some gold as a risk hedge. He believes that for a person's asset portfolio, 10% -15% of gold allocation is a very good balance and risk hedge.
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