Boom ‘Not Seen In Decades’: The Real 'Trump Trades' That Will Shock Everyone | Thomas Hayes

[@TheDavidLinReport]

Remove your personal information from the web at joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Which sectors will see the most growth in 2025? Subscribe to my free newsletter: davidlinreport.substack.com/ Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: www.hedgefundtips.com/category/podcast/ KZbin: kzbin.infovideos Twitter (@HedgeFundTips): twitter.com/HedgeFundTips

[@phillorapter]

Thanks for sharing your insights! Bitcoin recently hit new highs, currently around $90,000, signaling strong upward momentum that could mean exciting opportunities for investors. This growth phase shows Bitcoin’s resilience and potential for further gains. Growing a portfolio from 3.2 BTC to 26.4 BTC amid these market dynamics is impressive. At the forefront of this evolution is Seren Wintersun, whose expertise in crypto and traditional trading has proven invaluable for navigating today’s market.

[@phillorapter]

SHE IS ON TELE GRAM.

[@phillorapter]

@Serenwintersun

[@godachilles]

Get yourself someone like Seren Wintersun who understands the market very well and is also a professional in placing trades. That's the key.

[@lburg99]

What I appreciate about Seren Wintersun. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly.

[@NullaSempre]

The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

[@leglenda]

Bought XAI19K after watching your video, super excited! 💰

[@pnbmpnbm1155]

It's idiots like this that keep the bubble inflated and kicking cans down the road.

[@claybomb1064]

Somebody’s missing out… that fomo stings doesn’t it. Have fun staying poor. 🤑

[@joefuentes2977]

You can complain about it or make money too. The choice is yours.

[@pnbmpnbm1155]

Both replies from people who have no leadership qualities, and no sense of civic duty to fix what is wrong. If money is deposited in their bank account by mistake, they'll steal and spend it. I guess that's just the calibre of people we have at the lower end.

[@chrisreale4326]

@@joefuentes2977either way 1mil now is like 100k back then at best

[@PatrickRockwell24]

@@claybomb1064 You're the only person who will end up poor due to your ridiculous GREED causing you to act irrational with zero risk tolerance. When the pump ends, you will be sitting in a dark room crying wondering why you're always on the losing end.

[@edpalmieri8647]

The party is over! Mega bubbles will burst! Trump won’t change anything unfortunately!

[@darwinmolina8531]

When tom is talking you shut up and listen. Thanks for this amazing conversation David

[@lindakaylana]

Thanks for the advice! Got XAI19K, feeling bullish! 🚀

[@RP-zb7sc]

Look I went to Wharton business school and they showed me how to use Excel with last 7 years to predict next 5 years and I wear a suit and make 1% of your money for doing while you work your ass off 😅

[@_Thoughtful_Aquarius_]

Another great show from the David Lin Report! Thomas Hayes is an excellent guest!

[@DreSkillz-pu7vg]

Thomas Hayes is really intuitive with market analyst and explains it really well

[@zuu1701]

This was an incredible guest to have on

[@luckx6692]

Great guest, thank you David!!

[@cowymtber]

I disagree. Yields have topped, and will go lower with the economy, as we continue into a deflating recession. Oil, corn, commodities, gold, and the market will all deflate. Jeff Snider points out the deflationary trend. The coming bid in treasuries is correct. But it will be because yields will be falling with everything else. IMO Snider is correct.

[@willr1080]

Snider was saying that right before rates exploded up--he said (everyday) we were going negative. He's a one trick pony.

[@joefuentes2977]

The yields are just from profit taking out of these massive gains in equities rotating into bonds... Despite what most people think, the economy is actually doing really well. Poor people getting poorer has been the trend for the past 50 years and isn't going anywhere. But the people who know how to invest getting richer also isn't going to change either. Just because the dollar loses it's value or that people are generally worse off doesn't mean that the economy is bad.

[@cybermuse6917]

Yields have topped because of fear. Jeff's thesis will be right (yields dropping) so long as the bubble pops which might be true if the demand destruction isn't too bad. The monetary policy will be to push as much money into the economy to keep it afloat without causing too much inflation and federal policy will attempt to get rates down as low as possible. So equally likely that we will see a combination of inflation and yields increasing, demand destruction and unemployment and a relative deflation in certain assets.

[@cowymtber]

@@willr1080 He's repeatedly said that the US yields often over correct to the upside and downside. They did this before, as he shows when comparing the US yields to corresponding German bond yields, that US bonds have strong correlation with: kzbin.info/www/bejne/bX68i5aXrq2leZIsi=k5E0MfvjpvZrxOu_&t=690 The yields correct back to trend. I am dollar costing $TLT while its down, as I agree with him.

[@goalgamer6580]

Mister Tom Hayes gives just the best information! I follow him for same years and I'm very thankfull

[@tomhayes188]

Thank you!

[@jcgoogle1808]

The way the debt to GDP ratio got so high in the first place was the Bribem admin deficit spending as a percent of GDP at unprecedented levels attempting to prop up nominal GDP growth. The only way to shrink the debt to GDP ratio is to limit government deficit spending to less than real GDP growth and create a private sector pro-growth economic environment. That's what happened after WW2. Deficit spending came down substantially and the real economy started to grow when troops came back from thewar to start families.

[@kaznika6584]

Buying 10 year bonds at 4% when the true inflation rate is 7% is reckless and stupid. You are guaranteed to lose money.

[@David-s6e4q]

Try 8-12% is the true rate

[@derekb2817]

Yup, just another example that there's no shortage of clowns that continue to propagate non-sense.....

[@joefuentes2977]

You are aware that if the bond yields go down your bonds appreciate in value massively right? Especially if they have to drop rates to near 0 due to some "emergency" again you can expect at least a doubling in the longest term treasuries and get paid 4-5% while you wait. Then you sell the bonds and move them back into equities during that scare. Then you have a V shaped recovery due to the QE printer go burr... Then you buy crypto at the cycle lows... Then you move BTC into alts... Then you sell the alts and move back into treasuries. I'm basically giving you my playbook. To become a multi millionaire extremely easily in less than 10 years while everyone else complains. BTW right now I'm in crypto. The next move will be into treasuries probably sometime next year.

[@derekb2817]

Hard to trust most of these guys because they're likely just talking their book and promises they made to their investors... Now, they have to dig their heels in deeper as the market goes against their disproven logic.....

[@joefuentes2977]

​@@derekb2817would you rather be wrong and rich or right and poor?

[@DaronJonestv]

Watching this for a 3rd time 😂😂😂😂

[@ejkalegal3145]

You are the greatest example. I agree with everything you say. I support you with all of my heart. You are an inspiration. Please stay strong and keep fighting ❤

[@lewisrashe831]

Nominal boom in GDP and tax base is the only way out of not getting crushed by the debt. Inflate or die. Project Zimbabwe let’s go! 📈🚀

[@titchglover2601]

Great show ty both!

[@jeffreygoss8109]

People who know what is going to happen don’t tell the world.

[@0mar9]

Love the consistency david. Always like watching your videos everyday

[@markbrzezinski8889]

A young guy with no experience looking back in the short term "thinking" the same will happen. OK!!!

[@WETALKINMEDIA]

the young people are now coming into the power of moving and controlling the money

[@2023ABC]

I don't listen to people who are high.

[@derekb2817]

Great solution. Inflate away the debt.....

[@stevechilcoat2353]

I like this guy and still holding gold. Hoping my tech stocks take off soon. Potential for growth is explosive.

[@helokitty991]

What can you buy with this bubble printed money? If you can't use it, there is either super inflation or super recession or both

[@pdel303]

Musk will cut trillions because he'll close NASA and take over and charge less for cgi movies.

[@serasichongchinliong3450]

Trump will make Global South more prosperous.

[@5dc61]

The word is out. Time to invest in prison stocks (GEO). The former director of ICE has a great relationship with GEO due to all the ICE contracts granted to GEO throughout the years. That stock will soar now that Trump won, republicans won the senate majority, and now have held the most seats in the house, the illegal immigrant deportation policy will pass with not much resistance and GEO will benefit greatly.

[@shainhaggadone9943]

Bring on cannabis people. We're about to be rescheduled next year. The sector is in great depression levels

[@awwfishsticks]

American debt is turning into trash and the only reason it might become attractive is because the earnings yield on the S&P 500 starts to matter to people. Everything’s just getting bid up because no one knows where to put money to get good gains so it’s just stonks stonks stonks

[@michael-qp9xd]

This crazy what he mentions as far as saying this what happened when Trump term started in 2016 and maybe to happen again when Trump starts again. Hundreds if not thousand things different in 2024/2025. This for companies, countries, politicians, leaders, technology, etc. Most of market volume now done via supercomputers trying to factor in these thousands of things. This guy looking at couple things of few graphs and thinks he knows what to at all happen - no way. Probably even supercomputers to get wrong.

[@PonziZombieKiller]

Oh boy. ... another Acid Capitalist type..

[@TheKietNguyen-dy1dz]

Super super great information Brothers 😁😊❤❤❤❤❤❤

[@5dc61]

GEO stock, thank me later!

[@derekb2817]

Pretty bold to predict US debt while sitting at 36trillion will get bought up into a meaningful reversal w/o seeing any meaningful progress or policies in action to address said debt.... Commercials can be positioning and speculating in advance of Treasury reversal but they can be wrong... Also, CPI, PPI, Powell and bond market are saying it's not time as Powell continues lower rates to meet political agenda the bond market is doing the exact opposite.... It would not be unreasonable to assume everything that got the debt to this point won't be undone in short order... Trump has the right goal in mind but the last time I checked he doesn't own a magic wand....

[@davidmichlin6777]

Going over what's happened in Trump's 1st term as a predictor for oil and interest rates is fine. But to do that and then predict Debt/GDP will come down can only come from broken mind.

[@awwfishsticks]

That’s what I’m saying. Thinking that the debt is going to be bought up would only be because the earnings yield of the S&P tanks, which, it’s already in the shorter, and we see yields rising right now.

[@awwfishsticks]

Permabulls sound awful

[@uberhodler]

HODL

[@derekb2817]

Reagan 25% drop incoming

[@scepisle4970]

Buying Bitcoin .... 😊

[@mario78171]

This guy is tripping.....

[@Andrew-hu1bx]

BORINGGGGG

[@JnMyNy]

45 minutes of video, all to say buy bonds instead of equitues.

[@David-s6e4q]

I’m not listening to it. Just tell me if it’s bonds ? Or what is it ?

[@user-vi3sz3fg2r]

He said bonds should rip sometime after inauguration. All related should do well too...reits sm caps xlv financials.

[@pamdoreen8588]

trump

[@gringadoor5385]

The quality of guests lately has really dropped off

[@pamdoreen8588]

trump forever

[@drmodestoesq]

Third term? Possibly. His cult would ignore The Constitution to make that happen.

[@kaznika6584]

​@@drmodestoesqTDS

[@awwfishsticks]

Trump for 4 years and then someone else. That’s how this works. No kings.

[@keilanahoang]

My investment portfolios are Bitcoin, ETH and XAI19K

[@claybomb1064]

I’m getting so rich 🤑 BTC 🚀 Trump 🇺🇸💪