EPISODE · Nov 20, 2025 · 34 MIN
Ray Dalio, Bubble Fears, & Nvidia’s Beat 11/20/25
from Squawk Pod · host CNBC
Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC’s Kristina Partsinevelos breaks down the report and CEO Jensen Huang’s comments to investors, and CNBC’s Emily Wilkins reports on the Trump administration’s plans for AI regulation. Kristina Partsinevelos - 2:24Emily Wilkins - 12:05Ray Dalio - 16:39 In this episode:Kristina Partsinevelos, @KristinaPartsEmily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Bridgewater founder Ray Dalio addresses investor concerns about economic bubbles, both in AI and in the broader markets. Part interview, part historical markets lesson, Dalio shares his perspective on the biggest risks to the American economy and on a well-balanced portfolio in this environment. Plus, Nvidia beat Wall Street expectations for its third quarter, buoying the stock and the major averages. CNBC’s Kristina Partsinevelos breaks down the report and CEO Jensen Huang’s comments to investors, and CNBC’s Emily Wilkins reports on the Trump administration’s plans for AI regulation. Kristina Partsinevelos - 2:24 Emily Wilkins - 12:05 Ray Dalio - 16:39 In this episode: Kristina Partsinevelos, @KristinaParts Emily Wilkins, @emrwilkins Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY
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Ray Dalio, Bubble Fears, & Nvidia’s Beat 11/20/25
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