Daniel P Newman
1.4K posts

Daniel P Newman
@DanielPNewman
data scientist | investment enthusiast | cognitive neuroscientist

THE ALL-IN INTERVIEW IS BACK! the legend @RayDalio joins @friedberg to discuss: -- why the current market reminds him of 1998-1999 -- portfolio construction for uncertain times -- why trump is the better option to avoid a debt crisis -- the DC machine's opposition to @DOGE -- the "AI war" and china risk factors (re: deepseek) -- chances of conflict btwn us and china (0:00) ray dalio joins friedberg! (0:50) the current us fiscal situation (6:23) breaking down "the big debt cycle," a potential us debt spiral, and the impact on real wealth (24:54) usd vs other currencies and assets, best hedges against the dollar (33:20) portfolio construction, how china increases risk for us ai companies, why this market reminds ray of 1998-1999 (41:45) how the us can avoid a debt crisis (53:29) doge, trump, and ai's greatest risk (1:05:31) chances of conflict between the us and china



New preprint! @olivercliff w/ @NaoTsuchiya @jlizier: "Unifying Pairwise Interactions in Complex Dynamics". Want to quantify the relationship between two time series? We compared over 249 pairwise dependence measures on >1000 multivariate time series 😮 arxiv.org/abs/2201.11941


Met my friend, the distinguished author and investor @RayDalio. Urged him to deepen investments in India and also talked about the reform trajectory of our Government.

















