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레이 달리오의 2026년 전망과 포트폴리오 조언 (금/암호화폐 15%, 현금 5%, 주식 30%, 채권 35%, 대안 10%)
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In “Principles for Dealing with the Changing World Order,” Ray Dalio’s “3%–3-part solution” (roughly: 1% productivity growth, 1% spending cuts, and 1% tax increases) isn’t meant to eliminate the long-term debt cycle — it’s meant to manage and delay its worst phase, not avoid it forever.
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