GOLD Is Not A Signal, Tush Push For Intel | Thomas Hayes
Thomas Hayes, Chairman of Great Hill Capital & host of Hedge Fund Tips, joins us to discuss the Fed’s jumbo cuts, housing market stimulus, why Intel could be a 5X winner, and why gold may not be the predictor investors think it is.
#gold #silver #intel
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👨💼 Guest: Thomas Hayes, Chairman
🏢 Company: Great Hill Capital
🌎 https://www.hedgefundtips.com/
📺 @HedgeFundTips
𝕏 @HedgeFundTips
📅 Recording date: September 2nd, 2025
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Time Stamps:
00:00 – Markets shift: gold & silver breakout
00:55 – Guest intro: Thomas Hayes, Hedge Fund Tips
02:00 – Powell, tariffs & metals outlook
03:22 – Jumbo cuts? Fed surrounded
05:13 – Why gold isn’t predictive
06:20 – Earnings: Mag 7 vs. rest of market
07:37 – Nvidia slowdown & AI demand
09:22 – Intel’s turnaround story
12:01 – Intel vs. Nvidia upside
14:01 – Government backstop & national security
17:02 – The “Tush Push” for Intel
20:13 – Fed cuts & housing market outlook
22:00 – Housing stimulus: option ARMs & HELOCs
25:00 – Housing plays beyond builders
27:36 – Rapid-fire macro outlook
28:59 – Where to follow Thomas Hayes
29:43 – Closing thoughts
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