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/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/YouTube: https://www.youtube.com/c/HedgeFundTips/videosTwitter (@HedgeFundTips): https://x.com/HedgeFundTipsTikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtipsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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 opportunities3:32 - Key drivers of multiple expansion and tech capex spending trends7:17 - AI investment plays11:49 - Vertical integration and energy plays14:12 - Intel and government stakes19:44 - China21:51 - Fed Chair potential replacements26:00 - Economic data and volatility from shutdown30:20 - Precious metals and alternative assets#economy #investing #stocks
