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: https://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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