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