
Hedge Fund Tips with Tom Hayes - Podcast - Episode 171 - April 6, 2023
Hedge Fund Tips with Tom Hayes
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How to Screen for Quality Business
Martin: I'm finding that my screen process not yielding the kinds of quality business I want to find if you share a few screening approaches thanks advance and for your podcast a whole. AJ Enos: The US dollar will always have hegemony in the world it will lose power incrementally over time but in the short term I love the headlines because we need the dollar to go down for the emerging markets trade to work. Martin: America has every single culture in one place and it's an experiment that will never be rivaled if you look at the Asian hibongeness whether it's Japan when China is gonna take over the world everyone thinks they're simply going to do it just like
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