Principles for navigating big debt crises / Ray Dalio

CONTENT

Part 1. The archetypal big debt cycle
Part 2. Detailed case studies: German debt crisis and hyperinflation (1918-1924) ; US debt crisis and adjustment (1928-1937) ; US debt crisis and adjustment (2007-2011)
Part 3. Compendium of 48 case studies.
Intro
Title Page
Acknowledgments
Part 1: The Archetypal Big Debt Cycle
Introduction
How I Think about Credit and Debt
The Template for the Archetypal Long-Term/Big Debt Cycle
Our Examination of the Cycle
The Phases of the Classic Deflationary Debt Cycle
The Early Part of the Cycle
The Bubble
The Top
The "Depression"
The "Beautiful Deleveraging"
"Pushing on a String"
Normalization
Inflationary Depressions and Currency Crises
The Phases of the Classic Inflationary Debt Cycle
The Top and Currency Defense
The Depression (Often When the Currency Is Let Go)
The Spiral from a More Transitory Inflationary Depression to Hyperinflation
War Economies
In Summary
Part 2: Detailed Case Studies
German Debt Crisis and Hyperinflation (1918-1924)
US Debt Crisis and Adjustment (1928-1937)
US Debt Crisis and Adjustment (2007-2011)
Part 3: Compendium of 48 Case Studies
48 Debt Crises
United States 1929
UK 1929
Japan 1929
France 1929
UK 1943
United States 1945
Norway 1990
Finland 1991
Sweden 1991
Japan 1991
United States 2007
Austria 2008
Germany 2008
Greece 2008
Hungary 2008
Ireland 2008
Italy 2008
Netherlands 2008
Portugal 2008
Spain 2008
UK 2008
Germany 1918
Argentina 1980
Brazil 1980
Chile 1981
Mexico 1981
Peru 1982
Philippines 1983
Malaysia 1984
Peru 1987
Argentina 1989
Brazil 1990
Turkey 1993
Mexico 1994
Bulgaria 1995
Thailand 1996
Indonesia 1997
Korea 1997
Malaysia 1997
Philippines 1997
Russia 1997
Colombia 1998
Ecuador 1998
Turkey 2000
Argentina 2001
Iceland 2008
Russia 2008
Russia 2014
Appendix: Macroprudential Policies.
About the Author
Glossary of Key Economic Terms


Includes bibliographical references.