Hedge Fund Tips with Tom Hayes Hedge Fund Tips with Tom Hayes - podcast - Episode 306 - August 28, 2025
Aug 28, 2025
Liz Klayman, host of the Clayman Countdown and Tom Hayes' first TV mentor, joins the conversation to explore the evolving market landscape. They delve into promising forecasts for 2026, the influence of interest rates on investments, and pivotal trends in sectors like technology and auto. Klayman shares insights on parenting and the impact of pop culture on investment strategies, while also celebrating her family's athletic journey. Together, they analyze growth opportunities and emphasize strategic investment approaches in a rapidly changing economic environment.
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Family, Friends, And First TV Break
- Tom opens by prioritizing family and sharing recent visits and friends he met in Connecticut.
- He credits Liz Klayman for giving him his first TV break and starting his media path.
Earnings + Fed Paint Bullish Backdrop
- Earnings have surprised to the upside with estimates rising for 2026 and institutional positioning not yet extreme.
- Powell signaling cuts plus strong earnings supports further market gains, especially in lagging areas.
Alibaba: Cheap AI-And-Cloud Growth
- Alibaba is highlighted as a high-growth, multi-business Chinese leader with AI and cloud exposure.
- It offers about 20% expected earnings growth next year at roughly 13x earnings, a rare value for growth.
