Hedge Fund Tips with Tom Hayes cover image

Hedge Fund Tips with Tom Hayes - podcast - Episode 326 - January 15, 2026

Hedge Fund Tips with Tom Hayes

00:00

Macro Drivers: Weak Dollar and International Outperformance

Hayes reiterates the weakening dollar theme and favors international, small caps, cyclicals and healthcare.

Play episode from 14:24
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app