I like Ray Dalio’s explanations about how the economy works. I haven’t read his previous books but the current state of the U.S. and global economy has me more interested in understanding what’s going on from a macro perspective.
I’m over halfway through his book “Principles for Dealing with the Changing World Order”. It talks about factors that have led to the rise and fall of recent nations whose currencies have held global reserve currency status. It discusses cycles of internal (domestic) and external (international) order and disorder and how these cycles effect the rise and fall of global reserve currencies. He also discusses where he thinks the US is at in the long term cycle (late stages) later in the book which I’m excited to get to.
It’s a super interesting read so far from someone who has spent decades producing models based on the topics he’s written about to form investment theses. He also has a convenient way of highlighting the important points so that if a section is too dry you can easily skim through to pull out the important bits.
I also think if you like Balajis recent podcast episode with Tim Ferris you will likely find this book interesting. I see a few parallels, partially where Balajis thinks the US might head in the next 3-5 years and the current state of U.S. international influence among other things.
I’m also working my way through Dune. Have never read the book, have watched the first Dune movie a couple of times, and the most recent one a few times. Loved the movie.