Bottom Already In? Hedge Fund Manager's Bold S&P 500 Target For 2025 | Thomas Hayes

Thomas Hayes, Founder, Chairman and Managing Member of Great Hill Capital, discusses market resilience despite tariff concerns, predicts S&P 500 growth for 2025, and identifies investment opportunities in international equities and natural gas as an AI-driven play. *This video was recorded on May 5th, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20... BitcoinAsia: https://tickets.b.tc/event/bitcoin-as... Subscribe to my free newsletter: https://davidlinreport.substack.com/ 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): https://x.com/HedgeFundTips TikTok (@officialhedgefundtips): / officialhedgefundtips FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/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 1:06 - 2025 recap 4:13 - Tariffs 11:04 - Consumer sentiment and economic strength 15:42 - The Fed 16:47 - American capitalism thesis 20:13 - Market outlook and China 25:04 - Chinese economy 27:47 - Diversification 29:39 - Equities markets outlook #economy #investing #stocks