This looks like a new whitepaper and video from Bridgewater Associates on how the economic machine works.
The economy works like a simple machine.
But many people don’t understand it— or they don’t agree on how it works — and this has led to a lot of needless economic suffering.
I feel a deep sense of responsibility to share my simple but practical economic template. Though it’s unconventional, it has helped me to anticipate and sidestep the global financial crisis, and has worked well for me for over 30 years.
Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy Read More
Bridgewater video and whitepaper both embedded below