Hedge Fund Tips with Tom Hayes - VideoCast - Episode 241 - May 30, 2024

Hey Tom, great news about Sun Choe joining vans as global brands president.

Setup a meeting with NIO while
You’re in China. I know they aren’t profitable yet but a lot of big things happening. While you’re in the Middle East you can ask CYVN why they invested 3.3 billion in them.

Time to bring the kids to shop at Vans given the news that Lulu's CPO has joined $VFC.

Always enjoy your macro persoective. Thought the Paulson Credit spread stuff was interesting. Essentially we want to see spreads narrowing which indicates lower risk of corp defaults? His point that "Inflation is fine but fear of inflation is still too high" is well taken. YoY M2 money supply chart good stuff.

Investment highlight of the week. Thanks from Cape Town, Tom.

lots of european reits are very cheap like 40% below bookvalue specialy the healtcare reits

vfc +8 pre market...

Thanks Tom - sounds like fun trips ahead!

Thank you for your insight
Much appreciated

Thanks Tom, another great one!

Ha. Love the newer closing music. Thanks Tom.

Great episode as always, Tom! Have a great week ahead!

“Genius with money”. Never a truer word said. Thanks for all you do Tom.

Thank you for your great information.hailu from Ethiopia