Ray Dalio Says Bridgewater Is Long Equity Markets

The video discusses the transition from a low to high interest rate environment, highlighting the risks in the bond market and the implications of Federal Reserve policies. It also examines the impact of budget deficits on the market, emphasizing the delicate nature of the current economic cycle.

What principles should the next chair of the Fed focus on for the health of the US economy?

Discuss the implications of budget deficits on the supply and demand of bonds as described in the text.