Fund Manager Who Called Rally Warns: The Great Rotation Is About To Begin | Thomas Hayes

Описание: Thomas Hayes, Managing Member of Great Hill Capital, explains why he believes the market’s crowded AI trade is nearing a pause, why the “everything trade” could soon rip higher, and where he is rotating capital as investors prepare for a major shift in leadership across stocks, bonds, and sectors.

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*This video was recorded on June 2, 2026

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0:00 - Intro
2:50 - AI trade dominating
4:45 - Tech IPOs
9:05 - Google selling stock to fund AI
11:57 - Bernie Sanders and AI stocks
17:24 - Labor market and the Fed
22:48 - If Strait of Hormuz is permanently closed
26:30 - Inflation expectations
28:10 - Rotating out of tech
31:20 - Sectors that will outperform
35:40 - Overvalued names

#stocks #ai #investing