TickerTain — Make Analysis Fun Again

TickerTain

←

▶ 34:01 · $JPY · PTJ: Yen grossly undervalued, catalytic PM change creates long yen opportunity

episode shorts · 5

Paul Tudor Jones’ Warning on Tech Stocks

Paul Tudor Jones Says Trading Is Like Boxing

Paul Tudor Jones Admits He Was Wrong About Warren Buffett

Why writing is the most important business skill

A speech they won't forget

now playing · $JPY

$JPY···bullish· mediumpaul tudor jones

PTJ: Yen grossly undervalued, catalytic PM change creates long yen opportunity

Japan's yen is structurally undervalued with $4.5T net international investment position mostly unhedged USD; new reformist PM could trigger 10% appreciation similar to Reagan/Tha…

$BTC···bullish· highpaul tudor jones

PTJ: Bitcoin is best inflation hedge, superior to gold due to finite supply

Bitcoin's fixed supply makes it the superior inflation hedge versus gold which has increasing supply; however, cyber warfare and quantum computing pose risks to its store-of-value…

$SPY···bearish· highpaul tudor jones

PTJ: US equities at 252% market cap/GDP, 10-year returns likely negative from current 22x PE

Stock market cap at 252% of GDP vs 170% in 2000 and 65% in 1929; mean reversion to historical PE would imply 30-35% decline, causing reverse wealth effect, capital gains tax reven…