The course is structured into two main tracks:
Investment Principles: This explores Ray Dalio’s investment approach, focusing on fundamental, systematic, and diversified strategies. Key topics covered include the drivers of asset returns, alpha and beta portfolios (including Ray Dalio’s pioneering All-Weather approach), and portfolio construction. Participants will gain hands-on experience using the Portfolio Simulator to create portfolios tailored to various goals and constraints, while stress-testing their strategies across different economic and market environments.
Economic & Market Principles: This provides a practical framework for understanding economies and markets, focusing on key drivers of economic activity and market movements. Topics include business cycles, debt cycles, and the management of various financial crises. Participants will learn to navigate paradigm shifts, anticipate changes in markets and currencies, and explore the rise and fall of nations.