Great Hill Capital chairman Thomas Hayes weighs in on where investors should look as the market swings upwards on ‘The Claman Countdown.’
Great Hill Capital Chairman Tom Hayes analyzes the current market rotation, predicting a cooling off of the ‘AI trade’ driven by hyperscalers like Google and Microsoft issuing debt and equity. Hayes identifies opportunities in consumer stocks such as Etsy and PayPal, which are showing strong fundamentals despite an 80% drop from 2021 highs.
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