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Hedge Fund Tips - Episode 33. The Chase is On.


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by T.J. Hayes via HedgeFundTips.com

This week's episode covers:

  • Which stocks outperform coming out of recessions?
  • What will happen to US/China relations in coming months?
  • Where is there still opportunity after a ~40% rally off the lows?
  • What happens when the yield curve steepens this quickly?
  • What has to happen for the rally to continue?
  • Where is market sentiment at present?
  • Fox Business appearance commentary on rotation.
  • And more...

I've just recorded my 33rd weekly VideoCast (21st Podcast) on Stock Market Commentary and Weekly recap. You can watch the VideoCast if youre sitting OR listen to the Podcast if youre on the run:

VideoCast:

https://youtu.be/0REjZnkaAsc

Podcast:

https://anchor.fm/hedgefundtips/episodes/Hedge-Fund-Tips-with-Tom-Hayes---Episode-23-----June-5--2020-ef23eo/a-a2d3rm7

Article Referenced In VideoCast/Podcast:

https://www.hedgefundtips.com/the-morgan-wallen-chasin-you-stock-market-and-sentiment-results/



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About the author


Thomas J. Hayes is Chairman and Managing Member of Great Hill Capital, LLC (a long/short equity manager based in New York City).  He started HedgeFundTips.com  as a platform to share actionable insights, tips and research for Hedge Funds, Institutions and Individual Traders to benefit from – based on what he has learned in his years of experience in the Hedge Fund industry. You can read his full bio at the site below.

 
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