I think that the first thing is you should have a strategic asset allocation mix that assumes that you don't know what the future is going to hold.

In 2012 Dalio was named in Time 100 an annual list of the 100 most influential people in the world assembled by Time. In both 2011 and 2012 he was included by Bloomberg Markets in its 50 Most Influential ranking. Ray Dalio (born 1949) is an American businessman and founder of the investment firm Bridgewater Associates.