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Hedge Fund Tips with Tom Hayes - Podcast - Episode 171 - April 6, 2023

Hedge Fund Tips with Tom Hayes

00:00

GM's First Quarter Sales Up 18%

The author is extrapolating once in a hundred year black swan earning growth rates and and margin rates that are the aberration not the norm. We prefer emerging market equities as China's restart may boost returns. Billionaire Chase Coleman says buy big tech stocks we couldn't agree more. Intel gets an upgrade from a longtime bear we hate this call but we think it's the right one opinion follows trend after it's up 30% off of the lows.

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