On today’s show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why higher gas prices sting, some macro prediction rules, government debt levels, Jevon’s Paradox, prediction market winners and losers and much more.
Join the Intelligence Network
Institutional Research Straight to Your Inbox
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.