Lesson 1

Dalio's Big Debt Cycles

We're in the late phase of a long-term debt cycle. This means: monetary policy less effective, more reliance on fiscal, eventual resolution through inflation/restructuring. Position for a world where traditional rules don't apply.

Ray Dalio identifies a long-term debt cycle (~75-100 years) distinct from the short-term business cycle (~5-10 years). Understanding where we are in this supercycle changes everything.

The Long-Term Cycle:

  1. Early Phase (Debt Rising from Low Levels):
  • Debt growth is productive (funds real investment)
  • Each unit of debt creates >1 unit of income
  • Leverage rising from low base
  • Example: 1950s-1970s US
  1. Middle Phase (Debt Growing but Still Productive):
  • Debt growth continues but productivity slowing
  • Each unit of debt creates ~1 unit of income
  • Financial engineering begins
  • Example: 1980s-2000 US
  1. Late Phase (Debt Saturation):
  • Debt growth no longer produces proportional income
  • Each unit of debt creates <1 unit of income
  • Diminishing returns on stimulus
  • Example: 2000-2020+ US
  1. Deleveraging/Resolution:
  • Debt cannot grow further relative to income
  • Some combination of: default, inflation, austerity, redistribution
  • 'Beautiful deleveraging' if balanced; 'ugly' if not

Check your understanding

Lesson Quiz

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Quiz Check

According to Dalio, what characterizes the 'late phase' of the long-term debt cycle?

Quiz Check

Japan has had near-zero rates for 30 years but growth never recovered. What does this tell you about their debt cycle position?