Hedge Fund Tips with Tom Hayes - podcast - Episode 319 - November 26, 2025

In this episode of Hedge Fund Tips, Tom Hayes shares his gratitude for family, clients, and supporters, reflecting on recent beach time with family and a Fox Business appearance. He discusses market trends, potential corrections, and emerging opportunities in AI and emerging markets, while also sharing Peter Lynch and Bruce Greenwald quotes. Hayes analyzes various market data, including oil prices, mortgage rates, and central bank policies, highlighting potential investment opportunities in sectors like energy, healthcare, and consumer discretionary. He answers listener questions on stocks like FMC, Sprouts, BABA, Target, and PayPal, providing detailed analysis and investment strategies, and also reviews Disney and Alibaba's recent performance, reinforcing his investment theses.