David Lin | ‘Monstrous Amounts Of Money’: Fund Manager Reveals Assets That Soar When Fed Eases | Thomas Hayes @TheDavidLinReport | Uploaded September 2024 | Updated October 2024, 9 hours ago.
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Thomas Hayes, Managing Member of Great Hill Capital, called the Fed pivot in September. Now, he's revealing which assets and sectors are likely to produce "monstrous amounts of money" during an easing cycle.

Watch the last interview with Thomas Hayes: youtu.be/wxvvjL-6uXQ?si=sV5419cyk31Q81ki

*This video was recorded on September 20, 2024

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0:00 - Intro
1:00 - Market reaction to Fed cut
8:00 - More volatility up ahead?
12:47 - Election outcome and markets
14:50 - Capital gains taxes
18:05 - Tariffs and markets
20:15 - Election certainty
22:20 - Monstrous amounts of money made
24:15 - Consumer staples/discretionaries
26:25 - Fed funds rate outlook
29:42 - Bond market outlook
34:05 - Central bank divergences

*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

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