‘Monstrous Amounts Of Money’: Fund Manager Reveals Assets That Soar When Fed Eases | Thomas Hayes

[@TheDavidLinReport]

Sign up for an IRA with iTrust today using this link: itrust.capital/David Which sectors will outperform, in your opinion, Q4 2024? Watch the last interview with Thomas Hayes: kzbin.info/www/bejne/ranZp52CYpuojrMsi=sV5419cyk31Q81ki Subscribe to my free newsletter: davidlinreport.substack.com/ FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: www.hedgefundtips.com/category/podcast/ KZbin: kzbin.infovideos Twitter (@HedgeFundTips): twitter.com/HedgeFundTips

[@barbaraatkinson2204]

@@TheDavidLinReport not wise , the government instituted that policy, still in the system could be confiscated pretty easy ,better to take possession

[@xiartist]

The tightening was too aggressive to begin with. The rate hikes have broken an already fragile economy that would have worked out the inflation in the free market. The Fed chose to spark inflation buy napalming the public with stimulus right when the global supply chain was broken and production of good and service basically did not exist during Covid. It was gasoline on the perfect firestorm. Then, instead of letting the inflation work itself out… we hiked rates thousands of times higher than they were in the most massive pounding the Fed has ever given an economy. They chose to break the inflation they created over the backs of the middle class. Now they’re providing a little relief and everyone is acting like it’s going to bring back Covid level inflation and end the world..... Anyone feeling the impact of these economic shifts should consider Crypto long-term trading strategies to protect their assets. My advice to anyone feeling the heat in this inflation, just trade long term more than ever, I have made over 520k from day trading with Sandy Barclays in few weeks, this is one of the best medium to backup your assets incase it goes bearish..

[@xiartist]

Sandy Barclays program is widely available online..

[@juananaya873]

If the market has taught me anything, it's that it always recovers, but I can't seem to focus on the long run, when major factors like my retirement and my reserve are wreaking havoc on inflation. I require a solid data trajectory and solution as soon as possible.

[@amirragab-xp6im]

Recession are unavailable part of the economic cycle, all you can do is prepared for them and plan accordingly.

[@bongogames3992]

Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.

[@xSMILEx24]

I appreciate the professionalism and dedication of the team behind Sandy’s trade signal service.

[@jackgoldman1]

As the dollar falls, food, electricity, cars, houses, stocks, bonds, everything appears to go up. It is the dollar falling down, down, down.

[@jwkprod9540]

This guy is a Keynesian through and through. He said American’s should get HELOCs so that they can spend even more money that they don’t have to boost stocks!

[@wisdoma4860]

Dont get Trapped, these guys are shady, DUMP is coming have Cash ready, to Pick up LOWER. Before OCTOBER TO ELECTION RALLY..

[@maverickjones9418]

We need a free market with little to no government intervention and sound money with a dango flat tax across the board.

[@johnjohnston5437]

Good luck.

[@NIOTrending]

I saw Thomas Hayes speaking and clicked the 👍🏼

[@barbaraatkinson2204]

Taxing unrealized gains would not stop there , I think it would set a precedent to go after homes , it’ opens the door for redistribution of wealth killing any incentive to invest in anything

[@maverickjones9418]

Biden enacted a 1% tax on buybacks. Kamala’s plan will increase that to 4%. Just like income tax, it’ll start small, only the wealthy and look where we are. Taxed out the wazoo.

[@scoby41]

Exactly. It’s wildly naive to think only 10k people or institutions would be affected. Harris and some of her cohorts are rabidly liberal and would love to see “equality” instituted for everyone.

[@chadsmith2281]

Facts!

[@maverickjones9418]

@@barbaraatkinson2204 Man Google hid my comment.

[@chrispaul1117]

That's what gold is telling you

[@am7373]

I thought the monster rally we already had was the market pricing in these rate cuts?

[@precisi0n86]

There's always a simple story no matter the move and it's never ever complete

[@wisdoma4860]

When you HEAR ... MONSTER RALLY BLA BLA...Be ready to take PROFITS.. wait till smoke clears buy the Dip the COME.. .Then rally ..

[@sammymckay9218]

Exactly, people for some reason think that the fed funds rate has any sort of power. It doesn't. Look at how it historically has done nothing to prevent unemployment spikes, and done nothing to prevent recessions. Cuts precedes most recessions.

[@dabronx340]

All of trumps tariffs from 2016-2020 are still in effect today. No tariffs were eliminated. The markets are still at all time highs.

[@brendanforde3471]

Please elaborate.

[@rjny51]

The fed did not do their job. Rate should have been raised instead of lowered. That's the only way to fight inflation. I should know I was on the front lines. When Volcker was the fed boss . I was kind of lucky when I bought my home and got an 11 3/4% fixed rate for twelve years. Made money on it as well after 1 1/2 years. Interest rate went up to 15% on T-Bills as well. Price controls DON'T WORK either. Too much GRAFT +CORRUPTION in D.C. to adress issue though. Not enough REAL POLITICIANS who give a d.a.m.n. about our country.

[@thinkingoutloud3757]

Ugh, David not getting the extreme significance of the unrealized tax is ultimate cringe.

[@huwhitecavebeast1972]

Is there anyone out there who thinks the unrealized gains tax wouldn't be expanded to the middle class??

[@SkyOceanBleu]

Apparently a lot of ppl arent as smart as you think out there.

[@maxhung69]

leaving the US wouldn't affect his tax liability unless he gave up US citizenship

[@Gabber44906]

Sorry ,I could not disagree with him more.

[@4hartrich]

Already in a recession…. SAHM rule, it takes a year for the lower rates to filter into the economy and the money supply is increasing slowly , velocity of $ has slowed.

[@ALF-wh6in]

Nasdaq at 10,000 this time next year. This guy was 9 in 2009

[@pauliuspetkus9830]

This dude is just a childish attitude person 😂 however I don’t think a crash in markets are coming anytime soon… FED ECB printed too much money

[@dontworrybehappy518]

Not going to happen in 2025 - probably in 2026/27

[@4hartrich]

Is this guy nuts? The consumer is not tapped out??? Credit card debt is at all time highs and delinquencies continue to rise…..

[@patrick3926]

High end mall near me is packed again. Louis Vuitton and Gucci lines…people are still spending. Maybe on credit but they are spending. The party continues

[@dialecticalmonist3405]

Government employees will always be paid for producing nothing. The wealthy are living off the free money bailout train also. The worker, is the only one getting destroyed, as always. This is how all countries collapse into socialism/communism. EVERY SINGLE TIME

[@crap8011]

That's because more people than ever use credit cards. Most credit card debt gets paid off every month. The revolving debt (that carries over each month) is still normal. Delinquencies are rising, but only among poor people. Rich still have a ton of capital and credit to spend.

[@user-ct9nh8np6e]

@@crap8011 Exactly I spent my summer in the French Riviera and Monaco and trust me the private helicoptors are still taking off from the backs of the yachts and the bottles of champagne are popping and the girls are still shopping! Not everyone is broke and yes cc bills are for the amex points not to carry balances.

[@huwhitecavebeast1972]

well, people who make 150k+ aren't quite tapped out yet....maybe he was talking about them lol.

[@borsennews9261]

This guy never Heard of the m2 liquidity. M2 is fällig like a Rock like in 1929 back then!

[@greg7811]

Ray Charles could see that this US equity market is overvalued

[@__J____ff]

LMAO - I AM DEAD. I AM HONESTLY DEAD- THIS COMMENT IS THE MOST HILARIOUS THING SINCE 2000

[@mattclark6482]

Actually, in a vacuum he makes some good points. The problem is sometimes a crash can come for no reason at all (i.e. 1987). Also looking at US data alone doesn't tell you about carry trades or China or Europe

[@HD46409]

Before I dedicate a minute to this guy, please tell me exactly how many market cycles this guy has been through.

[@charlygriffin2828]

Don't be silly, don't you know this time is different

[@patriciomora9663]

You just have to follow the liquidity available… In 2022, Felix Zulaff, a venerated veteran investor predicted a collapse in the stock market in 2023. So far it has not happened

[@precisi0n86]

👶

[@merrittlawrence9647]

This is the short signal I’ve been waiting for

[@emphyrio]

1 after kindergarten 😅

[@ComommonlyCensored]

Look! A category 5 hurricane! Lets go fishing! Same idea as investing right now.

[@seanzhang5554]

Catch big in storm- whatever that is😅

[@usntheboy1]

Income tax at the beginning was for only the rich, now look where we are.

[@xxatatskixx]

This young guy seems to be the only one making some sense. If you look at all the videos of David Lin. 'Market crash' 'Crisis' this and that. You know we will go much higher!!!!!

[@laudfarter1957]

Everything was great on the Titanic until it ran into an iceberg. I'd stay near a life boat, just in case.

[@bpb5541]

I am going to have to disagree with this. Every time since 1952 when the FED cuts we have gone into a recession and a stock market crash follows. I don't need to know anything else. Of course nothing is 100% but this signal is the closest to a 100% as we can get. Any further up side is just a gift to get even more short and better prices.

[@huwhitecavebeast1972]

Asinine.

[@bpb5541]

@@huwhitecavebeast1972 Very respectful comment. Thank you.

[@huwhitecavebeast1972]

@@bpb5541 NP. Did you miss the part where they cut rates after 2008 crisis and then the markets made some of the biggest gains in history from then to now? Fed cuts have not led to a recession every time. But I think we are going to have a recession or depression for other reasons.

[@Aitorek_]

Do the opposite of this guys. Most asset managers barely beat the sp anual returns

[@wisdoma4860]

Wen this guys says this OPIUM Nonsense, Big Dump will come in days, Keep CASH ,BUY THE DIPS.. OCTOBER TO ELECTION PAMP IS ON THE WAY...THEN Sell BY 2025, Rinse repeat. .Watch SPX. GOOD LUCK.

[@huwhitecavebeast1972]

Oh, so you know how much his returns are?

[@xxatatskixx]

Do the opposite of the herd and don't pay too much attention to noises like 'recession' and 'the biggest crisis ever.' If one does the opposite, they will achieve good results in the stock market.

[@Aitorek_]

@@huwhitecavebeast1972 read again. I said most asset managers, never referenced him.

[@jeffsurfanderson]

The FED did not cut enough. It should have been 75 basis points. You have to look at the charts usually the FED follows the two year. The two years at 3. 6. The low range of the FED funds rate right now is 4.75. Check out the charts

[@ThrashLawPatentsAndTMs]

So what happened to all that money in the market in 2008-2009?

[@HD46409]

Give the guy a break. He looks like he's 12. I doubt he could tell you who LTCM was if you asked him the question and he didn't have his phone to find the wikipedia entry.

[@crap8011]

It went in to real estate! Have you seen home values since then?

[@ThrashLawPatentsAndTMs]

@@crap8011 Home prices fell simultaneously and did not recover to 2007 levels for nearly 8 years. The money certainly did not go into residential real estate.

[@crap8011]

@@ThrashLawPatentsAndTMs Sorry I thought you meant since the GFC. At the time it went into cash and government bonds. Just like now. $10 trillion is supposedly on the sidelines right now.

[@ThrashLawPatentsAndTMs]

@@crap8011 That makes more sense. The key is understanding (or learning) what motivated the money to move to the sidelines. What would have to happen now to create that state of fear (IMO, certainly more than slowing earnings)? It can happen, but home lending was (even in my eyes) in 2007 a wide-spread scam. Is there such an equivalent today, and if so what is enabling it? What will be impacted by its unwinding? At the moment, I do not see anything as wide-spread and as systemic as housing in 2007 (even given AI's analogy to Cisco).

[@user-im6fy4qp6m]

boycott all income taxes.

[@ScottStraw]

So what's the most effective strategy during this period with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.

[@RobbStonee]

This is the exact thought process of persons handling their portfolio themselves. I will advice you engage guidance to help you make smarter portfolio decisions.

[@Tipping-Point88]

Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased.

[@Armstrong741]

I've been through the 'bonds are beating stocks' periods since the 90s with no bonds and with all aggressive stock mutual funds. At 66, my IRA and cash accounts are far more than I expected for my retirement. I can easily handle a worst-case 80% stock crash, Thanks to my CFA.

[@Theresaa12]

I could really use the expertise of this advsors

[@Armstrong741]

*Marissa Lynn Babula* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@mikelind2762]

Completely agree that we have already had recessions and may still be in one.

[@rioriggs3568]

What’s this guy’s background? I stopped the video before 5 min.

[@Gabber44906]

Me as well. Doogie howser. Steve Hanke, Harry Dent, Peter Schiff, and Danielle Martino Booth should set this junior straight.

[@Jay-be2le]

@@Gabber44906yah except they’ve been wrong about many things including recessions for years now

[@precisi0n86]

Why?

[@rioriggs3568]

@@precisi0n86He has no clue what he’s talking about. Listen to the recent Danielle DiMartino Booth video instead, she’s 100% spot on.

[@chrispaul1117]

​Dent? Lol😂

[@wiseguysmith6519]

Yes, now that we got the signal from the Fed, it's time to go all in on the market! Big cut... NO RECESSION!

[@BenKikkert]

In the Netherlands we have tax on unrealized capital gains for years and i hate it…

[@holaclive]

Bubble blowing bigger

[@marknaji7148]

The market is going nowhere but down

[@mattg9085]

Tom is the man. I watch his podcast religiously every week. Following him has been one of the best decisions in my life. Glad to see him on your channel. Thanks for the interview.

[@LarsBergstrom-uh2eu]

I'm loving the bullish sentiment on the federal rate cut! With my $35k investment fund, I'm considering diving into the stock market, specifically targeting sectors that benefit from lower interest rates. Anyone have any hot stock picks to share?

[@Erinmills98]

I need a way to draw up a plan to set up for retirement while still earning passive income to meet my day to day need and also get charged lesser taxes even while in a higher tax bracket. i want to invest around $250K savings.

[@LarsBergstrom-uh2eu]

I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

[@AstaKristjan]

I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

[@LarsBergstrom-uh2eu]

Kristin Amy Rose is the Texas-based CFA I work with. Just search the name. You’d find necessary details to work with to set up an appointment.

[@AstaKristjan]

Searched the web and saw her profile and accreditations, someone with great experience I must say, thanks!

[@GillerHeston]

The economic crisis and downturn are all the signs of 2008 market crash 2.0, so my question is do I still save in the US dollar or is it okay to move all emergency and savings to precious metals??

[@jcurdrayeric243]

In light of the ongoing global economic crisis, it is crucial for everyone to prioritize investing in diverse sources of income that are not reliant on the government. This includes exploring opportunities in stocks, gold, silver, and digital currencies. Despite the challenging economic situation, it remains a favorable time to consider these investments. Nevertheless, seeking guidance from an investment planner might be necessary if you desire a more assertive return.

[@rogerwheelers4322]

This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.

[@SharbyHamilton]

Great gains there! mind sharing details of your advisor please? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time.

[@rogerwheelers4322]

Marisa Michelle Litwinsky is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

[@SharbyHamilton]

Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.

[@nicholasking6884]

Great talk

[@capitocapital]

He's totally wrong... In most of his statements. To say that a 50 bps rate cut has a huge impact on small cap companies financial situation, is such an oversaturated statement. They are struggling for real and 50 bps is nothing.

[@actualfacts1055]

The best policy is to stop sending weapons and money to Ukraine, obviously.

[@vdanger7669]

Zombie juice for zombie companies

[@ESODaily]

Lmao he's high 😂😂😂😂

[@MrGallamuos]

Good response from the guest to the interviewer silly statement on the capital gains. how David can have a channel about finance if he does not even know the basics?

[@stevechilcoat2353]

I'll stick with U.S. large cap using the Schwab dividend ETFs, including the international one.

[@steveborchers2080]

Schwab is in financial trouble

[@stevechilcoat2353]

@steveborchers2080 The ETFs aren't owned by Schwab they just provide them in the brokerage. I'd be more concerned with their money market accounts like swvxx.

[@paulseidel5819]

Great interview. Love the discussion about unrealized capital gains tax.

[@1UchihaItachi]

Can't wait for the Fed to print $10-$20 trillions and pump my bags🎉🎉🎉🎉

[@lightbeing9806]

Why are bond yields rising since the announcement on fed rate cuts. Should investors be concerned?

[@gringadoor5385]

Peewee Herman thinks it's different this time.

[@smn4475]

"recalibrate"

[@christoschristou3641]

XAU TA 3.14 level is US3,800...could we see it achieve in early 2025? Respect from the Land of Oz.

[@user-im6fy4qp6m]

dang that sucks i just bought a bunch of puts oh well

[@JayPeterson-b5u]

I could only listen to him for about 10 minutes. Wow he needs some seasoning and experience.

[@crap8011]

How's that working out for Harry Dent, lol?

[@FuzzyLogic890]

Great guest!

[@HAMBURGER-s1l]

And set the $ devaluation to the highest. Inflation will soar

[@denissmith3658]

Too many Maybe…..

[@CalvinGroover]

the whole fiat financial system is a maybe.

[@adamkeeney398]

Let me try to summarize this guy's position: 50 basis points... WOOOOOO SMALL CAP VALUE WOOOOOOOOOOOOOOOOOOOOOO ALLLL IN BABY NEXT 18 MONTHS LINE GO UP WOOOOOOOOOO

[@agtatrade]

EKTA/USDT dont miss it! Cheers!

[@jamesfarthing314]

The 🐪 wants to tax unrealized capital gains. This would kill investing. Does this kid get that? Buffet has, yet again, increased his cash holding. I'll go with Warren Buffet on this one, Sparky.

[@M3LTUP]

Good show. Thanks

[@johanfilip6805]

Great interview - and based on the exceptional bearish sentiment in the comments, I suspect he will be right also this time.

[@MrMikeAA]

recalibrate

[@bssb936]

Excellent thanks 😊😊

[@DumstigB]

Don’t want to look at charts and analyse historical data..boring

[@Carol-cb9yu]

Great video

[@mohammedhadjsaid7884]

But QE did not start yet 😅

[@awwfishsticks]

And the times he mentioned that the stock market didn’t drop after a Fed cut cycle the shiller pe was at a reasonable level. Good, even, in 1982.

[@GeneShepherd-k1s]

Are you for real this guy just got out of his diapers. He's not old enough to know what a crash is. He's a chart reader that's it.

[@pauliuspetkus9830]

Everyone jump ALL IN sell everything buy stocks, crypto whatever everything will go UP UP & UP only…. Wohooo money baby🎉🎉🎉😂

[@martun-n1x]

The Fed's talk of interest rate cut leaves me pondering what stocks to buy now and when do I sell? I'm unsure how to properly allocate my money to achieve an optimal portfolio in this present economy, my goal is $3m for retirement.

[@gwendymolly5953]

Navigating market volatility can be challenging, it might be beneficial consulting with an advisor to provide personalized insights based on your specific situation and financial position

[@user-3456rtu]

No doubt, getting proper financial advice is invaluable, my portfolio is well-matched for every season of the market and just yielded 120% from early last year. I and my advisor are working on a 7 figure ballpark goal, tho this could take another year.

[@makeamericagreatagain-d8g]

I’ve been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.

[@user-3456rtu]

Melissa Elise Robinson is the licensed advisor I use. Just research the name. You’ll find necessary details to work with to set up an appointment.

[@Elsesorensen]

Thank you for the recommendation. I'll send her an email and I hope I'm able to connect with her.

[@benjohnson1x1]

XEN crypto 💎

[@centurione6489]

If Trump wins he'll pop the monster market bubble ASAP. So we can go back to serious business.

[@steveborchers2080]

Lol u drank way too much trumpaid

[@jeffsurfanderson]

Why is it so hard for anybody to admit that they're intercession and that was coming next would be a depression all the indicators of pointing towards recession all but the dislocated stock market was only customers are the rich 20% to 80% that is not in the stock market is in a recession but even the stock market will take a hit if you look at another chart that shows when they dropped 50 basis points how many months after does the market tank

[@Xdami87]

Seasonal weakness tendency😂 and Spx and every index on ATH 😂 going just higher. This is just bubble without adjusted inflation yet

[@Mike-B.]

BEWARE: Bitcoin BTC is headed DOWN to 25k-30k range SOON! Be careful in the CRYPTO market right now; BULL TRAPS are forming....

[@Walana465]

BS on Steroids

[@actualfacts1055]

Sorry you have to sell your investment to get the money to pay the unrealised capital gains tax, shit happens.

[@MotorcycleMayhem595]

so i guess this means they a going back to zero percent

[@Gabber44906]

M2 MONEY SUPPLY DOWN and going down more.

[@jondeshaw]

What chart are you looking at? I'm seeing M2 up only since last October

[@chriscruciat2469]

All I know is that if Trump wins it will be a major rally 😂

[@HKHR.FUNDHOUSE]

Monish pabrai

[@joe-9256]

Today's quiz: How much sleep would a shady financial advisor like this guy lose after scamming you out of your life's savings? Answer: Less than one second 😂

[@THORMENTAZO]

firrrrrrrrrst

[@Alloytribe86]

Wtf

[@undergroundmetals498]

❤

[@reservecurrency]

100% 😂

[@janejohndoe348]

Recession or soft landing? The jury is still out. The stakes are getting higher.

[@Gabber44906]

HELLO wake up! Depression in coming.

[@steveborchers2080]

Recession since October 2023

[@rz5947]

😂

[@ClownXmachina]

A L L I N LMFAO

[@DSD7733]

Crypto meth🎉🎉

[@Poochie1]

4:26 what is that dude smoking