Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Thomas Hayes, Managing Member of Great Hill Capital, discusses the Trump trades that are completely different to what people expect. *This video was recorded on November 15, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/ YouTube: https://www.youtube.com/c/HedgeFundTips/videos Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips FOLLOW DAVID LIN: X (@davidlin_TV): https://x.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 [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Post-Trump win market moves 3:00 - Tariffs’ impact on markets 7:36 - Dollar under last Trump Presidency 13:26 - Surprise market moves 2017-2021 19:28 - Recession outlook 22:20 - The opposite of what most people think 20:20 - Debt and financial crisis 32:50 - Inflation #economy #investing #stocks