# Fund Manager Who Called Rally Warns: The Great Rotation Is About To Begin | Thomas Hayes

Page: https://stenobird.com/podcast/the-david-lin-report-6875349/fund-manager-who-called-rally-warns-the-great-rotation-is-about-to-begin-thomas-hayes
Text version: https://stenobird.com/podcast/the-david-lin-report-6875349/fund-manager-who-called-rally-warns-the-great-rotation-is-about-to-begin-thomas-hayes.md
Podcast: [The David Lin Report](https://stenobird.com/podcast/the-david-lin-report-6875349)
Published: 2026-06-03T13:58:20+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-david-lin-report/episodes/Fund-Manager-Who-Called-Rally-Warns-The-Great-Rotation-Is-About-To-Begin--Thomas-Hayes-e3k9j7e
Audio file: https://anchor.fm/s/f37f9ba0/podcast/play/120949422/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-3%2F425433870-44100-2-d855980fa8c18.m4a
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JSON: https://stenobird.com/v1/public/podcasts/the-david-lin-report-6875349/episodes/fund-manager-who-called-rally-warns-the-great-rotation-is-about-to-begin-thomas-hayes
Duration seconds: 2322

## Resource

Thomas Hayes, Managing Member of Great Hill Capital, explains why he believes the market’s crowded AI trade is nearing a pause, why the “everything trade” could soon rip higher, and where he is rotating capital as investors prepare for a major shift in leadership across stocks, bonds, and sectors.Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!*This video was recorded on June 2, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/YouTube: https://www.youtube.com/c/HedgeFundTips/videosTwitter (@HedgeFundTips): https://x.com/HedgeFundTipsTikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtipsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looki…

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