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paul tudor jones

T3 · host / generalist

Founder and chief investment officer of Tudor Investment Corporation, a global macro hedge fund. Also co-founder of the Robin Hood Foundation.

3 calls·3 names·67% bull·last heard 4 months ago·Invest Like The Best
track recordleaderboard →
hit rate
50%
avg alpha
-9.0pp
scored
2

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+2.7pp vs SPY
$JPYJapanese Yen

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/Thatcher/Trump election cycles.

Invest Like The Best2026-04→
2ndhigh conviction
$BTCBitcoin

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 function.

Invest Like The Best2026-04→
3rdhigh conviction
$SPYS&P 500 ETF

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 revenue collapse, and sovereign debt spiral.

Invest Like The Best2026-04→

most discussed · click a bar to filter

recurring themes

3 total
$BTC
···
Bitcoin
HIGHpaul tudor jones·Invest Like The Best·4 months ago
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 function.
"in 2020 when you saw again all the interventions both the central bank and the treasury um you just knew that the inflation trades were going to take off and what was of all of th…"
36:09
$JPY
···
Japanese Yen
MEDpaul tudor jones·Invest Like The Best·4 months ago
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/Thatcher/Trump election cycles.
"A good one right now in the making that's going to be interesting, I think, is is dollar yen. The yen's grossly undervalued. Has been for some time. What's the catalytic moment? T…"
34:01
$SPY
···
S&P 500 ETF
HIGHpaul tudor jones·Invest Like The Best·4 months ago
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 revenue collapse, and sovereign debt spiral.
"When you say are we in a bubble, I don't know if we're necessarily in a bubble. We're clearly so leveraged in equities in this country. We're so dependent upon firm equity prices…"
40:18