Ray Dalio wrote a paper on how the economic engine works back in 2008 and his website is at http://www.economicprinciples.org/. And it got converted into a video.
Here's his latest April 2015 video: CNN Ray Dalio Interview
A few points from his latest interview:
- Bullish on Innovation in US.
- Bullish on China in long term
- Capital in China has not yet flowed to a lot of parts of their economy