
看不懂的SOL|4月 29, 2026 13:02
Cut out Tiktok and spend an hour to see how Paul, one of the greatest macro traders in history, talks about the next market trend.
Brothers, the internet has gone viral,
Because he accurately predicted the stock market crash in 1987 and shorted the Japanese stock market foam in 1990.
For over 40 years, his flagship fund has maintained a negative correlation with the S&P 500 index.
100% of his returns are excess returns (alpha).
He said that there are many similarities between today's market and 2000, 'that was the easiest bear market I have ever seen in my life'.
He explained the reasons for going long on USD/JPY, why Bitcoin is more suitable as an inflation hedge tool than gold, and why his previous views on Warren Buffett were wrong.
But what impressed me the most in this conversation was Paul's passion for life.
He is already 71 years old, but he still wakes up at 2:30 am every day to trade stocks that open in London.
He exercises for two hours every day. He takes a walk with his wife every night.
He travels around the country, chasing the golden time of spring and autumn.
He was very excited to talk about the song he had chosen for his funeral, wishing he could listen to it with his own ears.
Paul seemed to have lived a wonderful life for five lifetimes. He is one of the funniest and humorous people I have ever met, and after talking to him, you can't help but want to be passionate about your career like him.
Wishing you a pleasant reading!
Timestamp:
0:00 Introduction
1: The Most Compassionate Thing of 00
13: 19 Trading and Investment
17: 33 Insights from Warren Buffett
22:24 Survival Risks of Artificial Intelligence
The essence of the 29:54 transaction
31:46 Bitcoin
35:55 foam
42:08 PTJ's Day
46:00 Information overload
47:07 Passion for the market
50:49 Robin Hood Foundation
54:18 Unemployed World
56:03 News Industry
1: 00:00 The main components of a beautiful life
1: 05:06 Repaying enmity with kindness
Timeline