• Episode 27:

    Interview with Tom Hayes

    In the 27th episode of Investing With The Whales, I interview Tom Hayes, chairman and managing member of Great Hill Capital.

    Follow Tom on Twitter and check out his service HedgeFundTips.

     

    Topics discussed: Alibaba breaking into six companies, company spin-offs, holding period, commercial real estate, banking crisis, dollar, emerging markets, China, 2023 market, Hedge Fund Tips newsletter, running a hedge fund.

     

    Stocks covered in detail: BABA, AMZN, VNO, MMM

     

    Stocks mentioned: GOOG, NVDA, BAC, EXPE