Principles – Ray Dalio

Book: Principles

Rating (1-10) –

Book Synopsis – Ray Dalio, one of the world’s most successful investors and entrepreneurs, shares the unconventional principles that he’s developed, refined, and used over the past forty years to create unique results in both life and business—and which any person or organization can adopt to help achieve their goals.

In 1975, Ray Dalio founded an investment firm, Bridgewater Associates, out of his two-bedroom apartment in New York City. Forty years later, Bridgewater has made more money for its clients than any other hedge fund in history and grown into the fifth most important private company in the United States, according to Fortune magazine. Dalio himself has been named to Time magazine’s list of the 100 most influential people in the world. Along the way, Dalio discovered a set of unique principles that have led to Bridgewater’s exceptionally effective culture, which he describes as “an idea meritocracy that strives to achieve meaningful work and meaningful relationships through radical transparency.” It is these principles, and not anything special about Dalio—who grew up an ordinary kid in a middle-class Long Island neighborhood—that he believes are the reason behind his success.

In Principles, Dalio shares what he’s learned over the course of his remarkable career. He argues that life, management, economics, and investing can all be systemized into rules and understood like machines. The book’s hundreds of practical lessons, which are built around his cornerstones of “radical truth” and “radical transparency,” include Dalio laying out the most effective ways for individuals and organizations to make decisions, approach challenges, and build strong teams. He also describes the innovative tools the firm uses to bring an idea meritocracy to life, such as creating “baseball cards” for all employees that distill their strengths and weaknesses, and employing computerized decision-making systems to make believability-weighted decisions. While the book brims with novel ideas for organizations and institutions, Principles also offers a clear, straightforward approach to decision-making that Dalio believes anyone can apply, no matter what they’re seeking to achieve.

Here, from a man who has been called both “the Steve Jobs of investing” and “the philosopher king of the financial universe” (CIO magazine), is a rare opportunity to gain proven advice unlike anything you’ll find in the conventional business press.

Book Review –

Notes:

Part 1: Where I’m Coming From

Chapter 1 – My Call to Adventure: 1949-1967

Chapter 2 – Crossing the Threshold: 1967-1979

Chapter 3 – My Abyss: 1979-1982

Chapter 4 – My Road of Trials: 1983-1994

Chapter 5 – The Ultimate Boon: 1995-2010

“…I also knew that no matter what asset class one held, there would come a time when it would lose most of its value. This included cash, which is the worst investment over time because it loses value after adjusting for inflation and taxes.”

Growing a small business vs a large business is equally as challenging, you just deal with different types of challenges but nonetheless, they are challenging.

The larger and organization grows the better the product can become because you have more money for infrastructure (better technology, better talent, more resources).

Ray created “guidelines” or “principles” for handling different situations in the workplace. This helped align everyone in the company so that they could all be on the same page and retain their established culture. He shared the principles openly with all the employees so they could digest it and debate the principles to form better principles built on inclusivity. This was an ongoing process until they encountered almost every business issue so that they had a principle as a decision framework.

Ray implemented psychometric testing so that everyone could understand each other and improve intercommunication. He started with the Myers Briggs Type Indicator (MBTI) and other psychometric tests. *This is the concept I'm implementing with Unwage. I believe that fitting people with a business model based on their personality types will yield them the highest success probability and personal satisfaction.

Chapter 6 – Returning the Boon: 2011-2015

Chapter 7 – My Last Year and My Greatest Challenge: 2016-2017

Chapter 8 – Looking Back from a Higher Level

Part 2: Life Principles

Chapter 1 – Embrace Reality and Deal with It

Chapter 2 – Use the 5-Step Process to Get What You Want Out of Life

Chapter 3 – Be Radically Open-Minded

Chapter 4 – Understand That People Are Wired Very Differently

Chapter 5 – Learn How to Make Decisions Effectively

Life Principles: Putting It All Together

Summary and Table of life Principles

Part 3: Work Principles

TO GET THE CULTURE RIGHT…

Chapter 1 – Trust in Radical Truth and Radical Transparency

Chapter 2 – Cultivate Meaningful Work and Meaningful Relationships

Chapter 3 – Create a Culture in Which It Is Okay to Make Mistakes and Unacceptable Not to Learn from Them

Chapter 4 – Get and Stay in Sync

Chapter 5 – Believability Weight Your Decision Making

Chapter 6 – Recognize How to Get Beyond Disagreements

TO GET THE PEOPLE RIGHT…

Chapter 7 – Remember That the WHO is More Important than the WHAT

Chapter 8 – Hire Right, Because the Penalties for Hiring Wrong Are Huge

Chapter 9 – Constantly Train, Test, Evaluate, and Sort People

TO BUILD AND EVOLVE YOUR MACHINE…

Chapter 10 – Manage as Someone Operating a Machine to Achieve a Goal

Chapter 11 – Perceive and Don’t Tolerate Problems

Chapter 12 – Diagnose Problems to Get at Their Root Cause

Chapter 13 – Design Improvements to Your Machine to Get Around Your Problems

Chapter 14 – Do What You Set Out to Do

Chapter 15 – Use Tools and Protocols to Shape How Work Is Done

Chapter 16 – And for Heaven’s Sake, Don’t Overlook Governance!

Work Principles: Putting It All together

CONCLUSION

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