Tim Hayes
Chief Global Investment Strategist at Ned Davis Research. Responsible for assessing markets and asset classes and analyzing technical and fundamental indicators.
Best podcasts with Tim Hayes
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24 snips
Sep 15, 2025 • 60min
Bull Market on Borrowed Time | Ned Davis Chief Strategist Tim Hayes on the Indicators That Matter
Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, offers insights into market dynamics. He unpacks the 360° weight-of-the-evidence framework, explaining the interplay between price, sentiment, macro factors, and valuation. Hayes discusses the current secular bull market amidst rising bear risks and underscores the significance of real breadth vs. dead-cat bounces. He also explores the shifting stock-bond correlation, mega-cap concentration risk, and why gold remains pivotal for investors. His core advice is to stay objective and flexible in asset allocation.
10 snips
Mar 17, 2026 • 44min
Closing Bell Overtime: Stocks Gain Despite Oil’s Rise; Finding Tech Opportunities Outside of U.S. 3/17/26
Tim Hayes, Chief Global Investment Strategist at Ned Davis Research, explains his firm’s move to trim equity exposure and favor bonds and cash. Conversation covers rising volatility, weakening market breadth, oil’s market impact, where tech opportunities may emerge globally, and signals from airlines and earnings. Short, market-focused takeaways without deep investment advice.
