A supply-demand imbalance in bonds will result from both new debt supply and reduced demand to hold bonds, as investors increasingly question whether the dollar is a good currency and store of wealth, leading to increased movement toward alternative assets like gold and Bitcoin.

causalpending

Speaker

Ray Dalio

Evidence Quote

there's a supply demand imbalance...increasingly there's the risk that that will be sold and that's one of the reasons that you're seeing gold and you're seeing Bitcoin go up [6:15-6:45]

Source

🟢 Central Banks Just CHANGED Gold and Silver Markets FOREVER! - Ray DalioFinancial Wisdom
Created: 8/11/2026, 8:00:09 AM

My Notes

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