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Thomas Hayes, Managing Member of Great Hill Capital, explains the recent pull-back in stocks and his outlook and positioning right now. Hayes was on the show 3 months ago calling for equities to continue rallying: • Hedge Fund Manager Called 2023's Mark...
*This video was recorded on April 22, 2024
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0:00 - Intro
1:23 - Market correction recap
2:49 - Yields and the Fed
4:53 - Inflation
6:34 - Fund managers' sentiment
9:10 - Cusp of regime change
12:29 - Risk indicators
15:31 - Energy vs. stocks
19:55 - Positioning
21:20 - Hedge Fund Tips
