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Ray Dalio Warns U.S. Faces a Developing Civil War as Debt Pressures Mount

He links mounting federal debt with widening wealth gaps to a rising risk of internal breakdown.

Overview

  • In a Bloomberg interview aired Oct. 10, the Bridgewater founder said U.S. polarization is evolving into nonviolent tests of power he describes as a developing civil war.
  • Dalio compared fast-rising government liabilities to plaque that chokes off spending and warned that investors may demand higher yields or sell if real returns look poor.
  • Official figures show total gross federal debt around $37.8 trillion, with debt held by the public near 99% of GDP and CBO projections rising to roughly 116%–118% by the mid‑2030s.
  • He urged a mix of tax increases and spending restraint, echoing GAO and CBO warnings that rising interest costs risk crowding out other priorities.
  • Investor commentators, including Nassim Nicholas Taleb, advised hedging against a visible debt risk as Dalio likened today’s backdrop to 1937–38.