Ten ASX stocks that would be hit hardest by a macro shock
In what Ray Dalio says could be a year of seismic shifts, Plato’s David Allen is trying to protect his investors from shocks that can overshadow great stock-picking.
In the arc of history, most years quickly fade into insignificance. But hedge fund legend Ray Dalio doesn’t think 2024 will be one of them. He calls it a “pivotal year on the brink”.
Dalio, who has emerged as something of an amateur historian in recent years, says the five big forces he believes shape history could be poised to unleash seismic shifts.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
