“The AI-fueled bull market has another year or two to run — it feels like 1999, about a year before the dot-com peak: "Just imagine the stock market went up another 40%. The stock market GDP is going to probably be good lord 300%, 350%. You just know that there'll be some breathtaking kind of corrections."”
Jones said he had recently added to AI positions and put the current cycle roughly 50-60% through a typical four- to five-and-a-half-year productivity boom; judge by whether the AI-led equity rally peaks before roughly May 2028.