According to Odaily, Ray Dalio stated that he would invest in companies that leverage artificial intelligence to improve efficiency, rather than in expensive hyperscale data centers. He warned that high market concentration and overvaluation pose risks, making diversification crucial.
Dalio stated that he will continue to underweight bonds, hold gold and other "alternative currencies," and invest in power infrastructure. He also favors countries with high levels of education, developed capital markets, and sound legal systems, citing India as an example.
