Thomas Thornton

Thomas Thornton, founder of Hedge Fund Telemetry and an experienced market analyst, shares insights on the current market landscape. He warns of a potential blow-off top driven by excessive leverage and a gambling mentality among investors. Thornton highlights risks from concentrated stock performances, particularly in tech, and the pitfalls of passive investing. He discusses the limitations of the Fed's intervention capability and emphasizes the need for cautious positioning, urging investors to reduce exposure and await better buying conditions.

Thomas Thornton, founder of Hedge Fund Telemetry and former tech trader, offers macro and market analysis. He probes stagflation risks as energy rises and manufacturing weakens. He breaks down positioning: cash, shorts and volatility. He evaluates SpaceX IPO dynamics, AI data-center limits, and technical signals for stocks, gold and crypto.

Maggie Lake chats with Thomas "Tommy" Thornton, founder of Hedge Fund Telemetry, known for his sharp market insights. Tommy forecasts 2026's market landscape, highlighting potential shorting opportunities due to concentrated leadership in top S&P stocks. He also discusses his bearish outlook on long-term bonds amidst high deficits. Tommy critiques EV valuations, especially Tesla, and shares compelling long ideas like Adobe. With a keen eye on market volatility and retail investor trends, he prepares for an active 2026 in tactical trading.

Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington to discuss the current market action and why his indicators suggest a widening divergence between fundamentals and reality is underway. Plus, Tom will discuss his bearish case on Tesla, and other trades monitoring in this market.Join Rick Rule in person at The Rule Symposium on Natural Resource Investing in Florida, July 23-27. Access to industry insiders: elite bullion dealers, gold council members, and uranium pros. Special pricing on in-person and virtual seats available at http://realvision.com/rick Also, make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: https://rvtv.io/3NZ98To If you want to level up or lock in your membership, right this way: https://realvision.com/levelup Learn more about your ad choices. Visit podcastchoices.com/adchoices

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also share his thoughts on mega-cap tech and the AI race. You can find more of Tom's work here: https://t.co/mAfhsH0qdL Learn more about your ad choices. Visit podcastchoices.com/adchoices