About this episode
Sign up for an IRA with ITrust today using this link: https://itrust.capital/David 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/categor... YouTube: / hedgefundtips Twitter (@HedgeFundTips): / hedgefundtips FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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