Hedge Fund Tips with Tom Hayes - Podcast - Episode 264 - November 7, 2024

·1 hr 17 min·5 clips

Tom Hayes explains why Intel is up 4.5% after Trump's election win and predicts a manufacturing boom.

Tom Hayes opens the episode with personal updates about his daughters' water polo activities. He then transitions to discussing his recent appearance on Fox Business's Varney & Co., where he analyzed the post-election market surge, attributing it to expectations of lower regulation and taxes under Trump. Hayes identifies specific stock opportunities, including Intel, Boeing, and regional banks. He delves into bond market dynamics, noting extreme short positioning by hedge funds and predicting a rally after the initial shock. Hayes shares quotes from Warren Buffett and Peter Lynch, emphasizing patience and competitive moats. He reviews various charts, covering topics like biotech (XBI), China's economic stimulus, and market breadth indicators. Hayes argues that demographic trends and policy shifts support a prolonged bull market into the early 2030s. He provides a detailed analysis of Cooper Standard, explaining how lower interest rates and potential Trump policies could dramatically boost auto volumes and the company's earnings. The episode concludes with an 'Ask Me Anything' segment, where Hayes responds to listener questions on stocks such as Red Robin, Leggett & Platt, Block, Estee Lauder, and ASML, offering brief assessments based on his investment framework.

As heard by us

Hayes makes a bond-buying call and lays out bullish views on Europe, the Hang Seng and several currencies.

Tom Hayes treats the recent rise in the 10-year Treasury yield and the dollar as a countertrend move. He sees the day's drop in yields as a chance to buy bonds, then turns to European stocks breaking out of chart patterns.

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Why you'd press play

You've seen yields and the dollar rise; hear why Hayes thinks both moves may reverse.

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