Western executives only care about getting paid, they don't need to care about geopolitics because they will have already offloaded their responsibilities before it matters.

The ultimate Western executive status symbol is NZ citizenship. Nero vibes.

They don't care because they'll be long gone and next generations will be dealing with the problem. Same as engineers who come in at the start of a project and do a number on the architecture, get their accolades and bonus, leave to their next gig, and let the suckers deal with the BS they built.

the oldest trick in the book..

Ray Dalio is fucked. Bridgewater has been expanding and expanding their Chinese assets. Dalio moved his Home Office to Singapore to really manage the assets from diversifying between America and China.

He is still defending his position. (He can't talk negatively about Cina anyways) 'Billionaire investor Ray Dalio said investors are misconstruing China's regulatory clampdown on tech companies as "anti-capitalist."' https://www.cnbc.com/2021/08/25/ray-dalio-wrong-about-china-...

Already in 2018 someone asked: "Ray Dalio Needs China. Does China Need Ray Dalio?" https://www.institutionalinvestor.com/article/b1936rrvltbzc1...

Does that mean Ray Dalio is pessimistic about US prospects and thinks China will dominate the future?

But how does one invest in China without worrying about their capricious, personality-centered policies?

He's written (a lot) about his views on the future of the US and China here [1]. In general, he views them as the rising world power and the US being in (at least relative) decline. He seems about as well informed as anyone, apparently he's been involved there for 36 years and has personal relationships with high-level officials (I believe he even sent his kid to live and go to school there for a while). He also has a section on cultural differences - he expects them to continue to develop but doesn't expect them to become like the US.

As for how other people should invest there, I have no idea.

[1] https://www.principles.com/the-changing-world-order/

Ray Dalio is actually part of the minority of the Western FIRE sector that is not "fucked", precisely because Bridgewater has a strong position in China.

This is what "fucked" looks like: https://fred.stlouisfed.org/graph/?g=GoIg

Can you interpret this graph for those of us who don't understand the point?

Serious question.

It implies that there is a relationship between the fed balance sheet and performance of the s&p500, suggesting that a large part of the economic growth in America since the 08 economic crisis has been because of things like quantitative easing and not actual growth.

The interest rate is officially ~zero and effectively negative due to consistent QE (over $120,000,000,000 printed and given to banks every month). The Fed is practically paying the global financial system (in USD) to keep using USD.

There will be a massive reckoning as the global economy refuses to get ripped off by the Fed's relentless money printing. Yet the Fed is extremely hesitant to taper its QE policy, because that will detonate the domestic stock market.

It is not an exaggeration to suggest we are literally in the final years/months of the neoliberal economic order.

How to make some money on it from Europe?

Trick question. What we are dealing with is a redefinition of economics with a substantially reduced emphasis on "money". Minimize how much of your wealth is exposed to the financial system.

The oddity to me is that this has been going on for at least 40+ years and people still seem surprised when something like the Arm situation occurs. Great, humorous book written a long time ago on this subject is Mr.China.

Dealing with China requires multilateral agreements to make sure companies and executives don't sell-out at the expense of the democratic open societies.

I know one shouldn't attribute to malice what can be attributed to incompetence, but in this case I think malice is where it's at. Western executives are not so dumb to think China will play nice with them. I've never met anybody whose spent more than 2 hours working with the Chinese who thinks they are remotely trustworthy. Western execs whole plan has been to pump short term numbers, cash in, and get out before the CCP pulls the rug out from under them.

I met a US California man who made a lot, a lot of money selling western tech in China, and I believe he had exactly this intention, from anecdotal evidence.

> whose spent more than 2 hours working with the Chinese who thinks they are remotely trustworthy.

I dare you to a) change "Chinese" to "African Americans" and b) use your real name.

Despicable.

I dare you to stop being terrified of being called a racist and observe reality, good, bad, and ugly.