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Invest Like the Best
Deep conversations with investors, founders, and operators about business quality, capital allocation, strategy, and enduring competitive advantage.
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90 EPISODESENTRACKED SHOW
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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.