SaltyAF
2K posts

SaltyAF
@OceanMan_CCB
aggressive learner, equities trader, analytics nerd.

PayPal just dropped a new 8-K and it’s raising some serious red flags. 🚩 Yet another major leadership shakeup. Two EVPs are out: Diego Scotti (Consumer Group) and Michelle Gill (Small Business). Scotti’s exit is especially notable as he was the executive driving Venmo’s growth and monetization, and he led the launch of PayPal Everywhere and PayPal Ads. $PYPL is shifting to a new 3-unit operating model, but they are leaving critical growth engines like Venmo to interim leads. How many executive restructurings does it take before we start questioning the stability of this turnaround story?











“If you are having trouble, I guarantee it is because you keep adding to losers. Stop doubling down on failed ideas.”

Last 5 year performance: S&P 500: +99% Gold: +170% NVDA: +1,200% Ethereum has returned 0% since 2021


My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness











BREAKING: The SEC will scrap the $25,000 balance to engage in day trading, per FINRA














