PERSON DIRECTORY
Patrick O'Shaughnessy
Host of Invest Like the Best. Patrick O'Shaughnessy appears in 92 indexed conversations across Invest Like the Best, David Senra, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Legendary Trader Paul Tudor Jones on AI Risk, Bubbles and Buffett
Patrick O'ShaughnessyPaul Tudor Jones
Paul Tudor Jones sees dollar-yen as an undervalued trade finally gaining a catalyst from Japan’s new leadership and its largely unhedged $4.5 trillion international investment position.He also flags a sovereign debt bubble and an IPO supply reversal as buybacks weaken under hyperscaler capex; the yen catalyst and 6–18-month unlock schedule remain key monitors.
The Data on America's Economic Split | Andrew Milgram Interview
Patrick O'ShaughnessyAndrew Milgram
Anonymized data from 1,200 US middle-market companies shows EBITDA down 20–25% since 2019, negative net profits for two years, and another 20% failing debt-service coverage in 2024.Tariffs above 5–6% could crush these firms, while private-credit defaults may be understated; waiver rates, amendment rates, and PIK exposure are more revealing than reported defaults.