Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Thomas Hayes, Chairman and Managing Member of Great Hill Capital, discusses the coming rotation in capital in the equity markets, and why he expects the Federal Reserve to cut rates even if their 2% inflation target is not fully achieved. Watch Thomas' last interview with me: https://youtu.be/mFm12gHyctQ?si=lZxB9... *This video was recorded on July 1, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/categor... YouTube: https://www.youtube.com/c/HedgeFundTi... Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:26 - NVIDIA and tech stocks 5:40 - Market divergence 13:10 - Fed policy 19:28 - Rising debt 24:45 - China #investing #economy #stocks