Thomas Hayes, Chairman and Managing Member of Great Hill Capital, discusses the coming rotation in capital in the equity markets, and why he expects the Federal Reserve to cut rates even if their 2% inflation target is not fully achieved.

Watch Thomas' last interview with me: https://youtu.be/mFm12gHyctQ?si=lZxB9...

*This video was recorded on July 1, 2024

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0:00 - Intro

1:26 - NVIDIA and tech stocks

5:40 - Market divergence

13:10 - Fed policy

19:28 - Rising debt

24:45 - China

#investing #economy #stocks