Squawk Pod Paul Tudor Jones Makes a Big Market Call 10/6/25
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Oct 6, 2025 
Join CNBC's MacKenzie Sigalos, a tech and AI reporter breaking down the OpenAI-AMD partnership that could shake up chip supply. Hear Kevin Hassett, former Director of the National Economic Council, discuss the ongoing government shutdown's GDP impact and its implications for trade. Finally, billionaire hedge fund manager Paul Tudor Jones shares his macro market insights, comparing today's economy to the dot-com bubble of 1999, highlighting potential investment winners, and warning of risks in the current rally.
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1999-Style Late-Stage Rally Brewing
- Paul Tudor Jones sees today's market as mirroring late 1999 with conditions ripe for a powerful rally before a peak.
- He warns investors must be nimble because the late-stage surge often ends in a sharp collapse.
Play The Rally With Happy Feet
- Position for strong near-term gains but manage risk tightly and expect to exit before a blow-off top.
- Use momentum signals like the 200-day average and watch leverage indicators to time entries and exits.
Monetary Easing Plus Big Deficits
- Jones highlights an unusually stimulative mix of monetary easing and large fiscal deficits fueling asset prices.
- He calls this combination historically explosive and likens it to rare post-war conditions.