Thomas Hayes, Founder, Chairman and Managing Member of Great Hill Capital, discusses market resilience despite tariff concerns, predicts S&P 500 growth for 2025, and identifies investment opportunities in international equities and natural gas as an AI-driven play. *This video was recorded on May 5th, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...Subscribe to my free newsletter: https://davidlinreport.substack.com/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: / hedgefundtips Twitter (@HedgeFundTips): https://x.com/HedgeFundTipsTikTok (@officialhedgefundtips): / officialhedgefundtips FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 - Intro1:06 - 2025 recap4:13 - Tariffs11:04 - Consumer sentiment and economic strength15:42 - The Fed16:47 - American capitalism thesis20:13 - Market outlook and China25:04 - Chinese economy27:47 - Diversification29:39 - Equities markets outlook#economy #investing #stocks
