Thomas Hayes
Founder, Chairman, and Managing Member of Great Hill Capital and host of the Hedge Fund Tips podcast; active investor and commentator known for macro and stock-selection insights in energy, housing, and cyclical sectors.
Best podcasts with Thomas Hayes
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Jan 22, 2026 • 32min
Global Dump Of U.S. Assets Now? Market ‘Trap Door’ Has Been Opened | Thomas Hayes
Thomas Hayes, the founder of Great Hill Capital and host of Hedge Fund Tips, shares his insights for investors wary of overhyped tech stocks. He urges a focus on undervalued sectors like energy and housing, emphasizing energy servicers as contrarian opportunities. Hayes discusses the ongoing geopolitical risks, the implications of potential Supreme Court rulings, and the economic landscape's shift favoring small caps and cyclicals. He offers specific investment picks like Stanley Black & Decker and Generac, guiding listeners toward more grounded choices.
Oct 28, 2025 • 35min
Will Fed Shock Markets This Week? Forgotten Stocks That Could Soar Next | Thomas Hayes
In this discussion, Thomas Hayes, Founder of Great Hill Capital, shares insights on smart investment strategies amidst shifting market dynamics. He emphasizes the importance of investing in undervalued, quality stocks rather than expensive tech. Hayes also explores the potential impact of China trade frameworks on the market and highlights overlooked AI investment opportunities. He discusses the implications of government equity stakes and predictions for Fed policy, suggesting possible rate cuts as the economic landscape evolves.
