
Bloomberg Talks Tudor Investment's Jones Talks Market Rally
Oct 14, 2025
Paul Tudor Jones, a legendary hedge fund manager and co-founder of the Robin Hood Foundation, shares his insights on the market with host Matthew Miller. He analyzes the current AI hype, suggesting it’s a minor bubble compared to historical standards. Jones anticipates a substantial NASDAQ increase by year-end, while explaining how lower Fed rates could elevate stocks. He discusses risks of modern equity leverage and warns about concentration risks from government policies, concluding with cryptocurrency and gold’s roles in the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Intro
00:00 • 1min
Pick-a-Ticker Charity Contest Details
01:12 • 2min
Is the Market Like October 1999?
02:55 • 2min
Will Lower Fed Rates Fuel Higher Stocks?
05:10 • 2min
Why Equity Leverage Is Different Today
07:10 • 26sec
Which Assets to Hold: Stocks, Gold, Bitcoin
07:37 • 3min
Will Inflation Re-Emerge Under Easy Fed Policy?
10:18 • 3min
Is the Dollar Vulnerable to Debasement?
13:09 • 3min
How to Handle Rare Earths and Supply Risks
16:09 • 51sec
Does Government Industrial Policy Create Concentration Risk?
17:00 • 2min
Are You Still Long the NASDAQ?
19:03 • 37sec
Pick-a-Ticker: Paul's Suggested Picks
19:41 • 1min
Outro
20:46 • 35sec

