

Hedge Fund Tips with Tom Hayes - Podcast - Episode 171 - April 6, 2023
Apr 6, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
The Fed's Pre-Warnings for Q1
01:31 • 2min
The Bearishness of the Market
03:08 • 3min
The Fed's Plan to Achieve Their Mission
06:07 • 3min
The Fed's Inflation Fight
08:54 • 2min
The Fed's Pre-Announcements for Q1 Negative 6.3 Percent
11:22 • 2min
The Banking Crisis Isn't Over
13:11 • 2min
The Fed's Rate Increases and What They'll Do
15:21 • 2min
How to Avoid a Recession
16:59 • 2min
How to Avoid the Stock Market Crash
19:14 • 5min
The S&P Real Estate Stocks Above Their 200-Day Exponential Moving Average
24:04 • 5min
GM's First Quarter Sales Up 18%
28:54 • 5min
Would You Buy Stock in a Regional Bank?
34:20 • 2min
The Stock Market and Sentiment Results
35:58 • 6min
Vernado's Share Price Is Down 75 Percent
41:39 • 5min
The Uninvestable Stock 3M
47:03 • 6min
The Under on Total Exposure
52:43 • 6min
Delta Apparel: A Profitable Growing Business Train Below Tangible Book
58:16 • 3min
How to Stay Afloat in a Small Business
01:01:20 • 4min
How to Buy Net Nets That Are Quite a Liquid
01:05:44 • 3min
The Problem With AOT AOT
01:09:06 • 5min
Travel Recovery After the Pandemic
01:14:08 • 2min
Schwab: A Multi-Bagger?
01:15:56 • 3min
The Dislocation of Bank of America
01:18:39 • 5min
How to Screen for Quality Business
01:23:13 • 5min
The Long History of a Sauce Over Far Fetch
01:28:10 • 1min