Will Fed Shock Markets This Week? Forgotten Stocks That Could Soar Next | Thomas Hayes

Video Description

Thomas Hayes, Founder, Chairman, and Managing Member of Great Hill Capital, recommends buying cheap quality stocks instead of expensive tech giants as earnings growth slows and valuations remain stretched. Watch Thomas' last interview with David: https://www.youtube.com/watch?v=Q6aWxDHx_8U *This video was recorded on October 27, 2025. Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/ YouTube: https://www.youtube.com/c/HedgeFundTips/videos Twitter (@HedgeFundTips): https://x.com/HedgeFundTips TikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtips FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro. 0:54 - China trade deal framework and tariffs as buying opportunities 3:32 - Key drivers of multiple expansion and tech capex spending trends 7:17 - AI investment plays 11:49 - Vertical integration and energy plays 14:12 - Intel and government stakes 19:44 - China 21:51 - Fed Chair potential replacements 26:00 - Economic data and volatility from shutdown 30:20 - Precious metals and alternative assets #economy #investing #stocks