Podcast appearances and mentions of Tim Hayes

Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Ned Davis Research's Chief Global Investment Strategist Tim Hayes joins us to break down NDR's “360°” weight-of-the-evidence framework—how price, breadth, sentiment, macro and valuation fit together—and what those signals are saying right now. We dig into why he still classifies this as a secular bull market with rising secular-bear risks, how to separate real breadth thrusts from dead-cat bounces, the evolving bond/equity correlation, mega-cap concentration risk, the case for value/EM in a defensively rotating tape, and why gold's secular and cyclical trends remain compelling. You'll also hear how NDR allocates across stocks, bonds, cash (and gold), and Tim's timeless lesson for investors: stay objective, disciplined, and flexible.Topics CoveredNDR's 360° process: price + sentiment + macro + valuation, combined via equal-weighted composites (“weight of the evidence”)How to use breadth, put/call, and thrust signals without getting faked outSecular bull vs. secular bear: what would actually trigger the secular turnReading the bond market: why the stock/bond correlation flipped in 2022 and what a 10-year above approximately 5.0–5.25% could meanConcentration risk in mega-cap tech; implications for the U.S. vs. the rest of the worldWhere value, small caps, and EM can shine in defensive rotationsGold: drivers of the move, secular/cyclical setup, and role in a balanced allocationPractical allocation: when cash was king (2022), current market-weight posture, and sizing for gold“No Pets Allowed”: why aggregates beat single “pet” indicatorsUsing historical analogs carefully—and what to learn (and not learn) from themTim's core lesson: you can't forecast reliably—stay flexible and evidence-drivenTimestamps (YouTube Chapters)00:00 Don't fight the tape—or the Fed (opening context)01:06 Intro and why NDR's process beats single charts02:58 NDR's 360° framework and composite models05:31 Indicators that matter: breadth, sentiment, macro/valuation08:11 Asset-allocation model (stocks/bonds/cash) and real-time record09:27 “Secular bull intact; secular-bear risk rising” explained13:04 What counts as a secular bear ('66–'82, 2000–'09)15:05 Tightening vs. easing cycles and thrust reliability16:22 What a breadth thrust actually looks like19:55 From sentiment extremes to 50/200-day confirmation20:06 Bonds and stocks: the correlation flip since 202222:47 Duration, rate-cut hopes, and why cash led in 202224:02 Mega-cap concentration risk—paths from here27:23 Valuation: tech earnings yield at extremes; U.S. most expensive29:14 Where value/small caps/EM can win; China's role in EM33:25 Gold's standout year—drivers and positioning36:16 Gold's secular and cyclical bull case37:13 How much gold belongs in a balanced portfolio40:32 “No Pets Allowed”: trust aggregates, not single signals47:16 Bear-watch vs. rally-watch signals in 202549:02 Using historical analogs without overfitting51:00 NDR culture: objectivity over narratives53:41 Why independence matters53:59 Two closing questions: contrarian belief and one lesson59:03 Where to find Tim and NDR; disclaimer

We live in a time when we must take advantage of the time we have. It can seem daunting to be a Godly father, but we must remember we are pointing people to a perfect Father. thebridgebluffton.com

MS Radio5-2-2025 First Hour - Tim Hayes Reading with Commentary the book - A Walk In The Physical by Christian Sundberg and discussion with Susan B.

Mindshifters Radio 4-30-2025 First Hour - Tim Hayes - Reading from the book - A Walk In The Physical by Christian Sundberg - with Commentary. Also review of communication tool The Art of Nonviolent Communication by Micah Salaberrios.

Mindshifters Radio 5-1-2025 First Hour - Tim Hayes - Discussion of the concept of Boundaries, what they are and how they can be a tool. Reading with Commentary the book by Christian Sundberg - A Walk In The Physical

Mindshifters Radio First Hour - Tim Haye - Reading from - A Walk In The Physical by Christian Sundberg. Questions from Susan B.

Mindshifters Radio 4-30-2025 First Hour - Tim Hayes - Reading from the book - A Walk In The Physical by Christian Sundberg - with commentary - also refresher about The Art of Non-Violent Communication by Micah Salaberrios.

MS Radio 4-28-2025 First Hour - Tim Hayes - Reading from A Walk In The Physical - Caller Susan B.

Mindshifters Radio 4-25-2025 First Hour - Tim Hayes - Reading with Commentary from the book A Walk In The Physical by Christian Sunberg.

Mindshifters Radio 4-24-2025 First Hour - Tim Hayes - Caller Susan B. questions and processing.

Mindshifters Radio 4-23-2025 First Hour - Tim Hayes - Reading with Commentary from the book A Walk In The Physical by Christian Sundberg.

Mindshifters Radio First Hour - Tim Hayes - Reading with Commentary - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 4-22-2025 First Hour - Tim Hayes - 21 Shaumbra Realizations.

Mindshifters Radio 4-18-2025 First Hour - Tim Hayes - reading with Commentary from the book - A Walk In The Physical.

Mindshifters Radio 4-17-2025 First Hour - Tim Hayes - Comments and discussion from various listener comments.

Mindshifters Radio 4-16-2025 First Hour - Tim Hayes - Reading with commentary from How Emotions are Made and A Walk In The Physical.

pre-recorded interview with Diederik Wolsak from 2024

Mindshifters Radio 4-14-2025 First Hour - Tim Hayes - Reading with Commentary - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 4-11-2025 - First Hour - Tim Hayes - Reading from A Walk In The Physical - Questions from caller Susan B.

Mindshifters Radio 4-10-2025 First Hour - Tim Hayes - Reading with Commentary from - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 4-9-2025 First Hour - Tim Hayes - Reading with Commentary from - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 4-8-2025 First Hour - Tim Hayes - Reading from the book - How Emotions Are Made.

Mindshifters Radio 4-7-2025 First Hour - Tim Hayes - Reading with Commentary from - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 4-4-2025 First Hour - Tim Hayes - Caller Tim B. steps through a 7-step Reality Management Worksheet.

Mindshifters Radio 4-3-2025 First Hour - Tim Hayes - Reading with Commentary from - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 4-2-2025 First Hour - Tim Hayes - Reading from the book - How Emotions Are Made: The Secret Life of the Brain by Lisa Feldman Barrett - and discussion about how we create our emotions.

Mindshifters Radio 4-1-2025 First Hour - Tim Hayes - Discussion about taking 100% responsibility for the emotions and reactions we create and therefore experience.

Mindshifters Radio 3-31-2025 First Hour - Tim Hayes - Reading with Commentary the book by Christian Sundberg - A Walk In The Physical. Discussion with Don H. about Palestinians and Israelis.

Mindshifters Radio 3-28-2025 First Hour - Tim Hayes - Discussion of questions from a caller on the NEDL app. about constant thoughts of Negative Self Judgement.

Mindshifters Radio 3-27-2025 First Hour - Tim Hayes - Reading with Commentary - A Walk In The Physical by Christian Sundberg - Call and Discussion with Susan B.

Mindshifters Radio 3-26-2025 First Hour - Tim Hayes - Reading with Commentary of book - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 3-25-2025 First Hour - Tim Hayes - Continued Reading with Commentary of the book - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 3-24-2025 First Hour - Tim Hayes - Reading with Commentary from the book - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 3-21-2025 First Hour - Tim Hayes - More reading with Commentary from the book - A Walk In The Physical.

You can find the swoopy, stylized version of the word “Stowe” everywhere — police cruisers, store windows, a covered bridge. It's as if the entire town is part of one giant marketing campaign. Question-asker Joe Emery of Essex finds this sort of weird, and wants to know how it came to be.We made a video version of this episode! Check it out here. For more photos and an episode transcript, head to our website.This episode was reported by Sabine Poux. It was edited and produced by Josh Crane and Burgess Brown. Our intern is Catherine Morrissey. Angela Evancie is our Executive Producer. Digital support from Sophie Stephens. Theme music by Ty Gibbons; other music by Blue Dot Sessions.Special thanks to Nina Keck, Poppy Gall, Carrie Simmons, Amy Spear, Emily Hurd ,Tommy Gardner, Marina Gisquet, Abby Blackburn, Tim Hayes, Courtney Difiore, Sarah Tauben, Keri Smotrich, Maggie Hughes, Ezra Spring and the folks at the Stowe Free Library..As always, our journalism is better when you're a part of it: Ask a question about Vermont Sign up for the BLS newsletter Say hi on Instagram and Reddit @bravestatevt Drop us an email: hello@bravelittlestate.org Make a gift to support people-powered journalism Tell your friends about the show! Brave Little State is a production of Vermont Public and a proud member of the NPR Network.

Mindshifters Radio 3-20-2025 First Hour - Tim Hayes - Reading from book - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 3-19-2025 First Hour Tim Hayes - Beginning reading book - A Walk In The Physical by Christian Sundberg.

Mindshifters Radio 3-18-2025 First Hour - Tim Hayes - Discussion and an attempt to do a worksheet with Celinda that failed do to technical difficulties. A review of some of the important aspects of the 7- step Reality Management Worksheet process.

Mindshifters Radio 3-17-2025 First Hour - Tim Hayes - Worksheet report and discussion with Susan B.

Mindshifters Radio 3-14-2025 First Hour - Tim Hayes - Susan B. worksheet process in its entirety.

Mindshifter Radio 3-13-2025 First Hour Tim Hayes - Epilogue of book: Of Course In Miracles - discussion

Mindshifters Radio 3-12-2025 First Hour - Tim Hayes - Finishing reading Alan Cohen's book - Of Course In Miracles - with Commentary - Discussion with caller Julia.

Mindshifters Radio 3-11-2025 First Hour - Tim Hayes - Discussion with Susan B. and then Celinda.

Mindshifters Radio 3-10-2025 First Hour - Tim Hayes - Continued reading of Alan Cohen's book: Of Course In Miracles - with commentary.

Mindshifters Radio 3-7-2025 First Hour - Tim Hayes - Reading and discussion of Alan Cohen's book - Of Course In MIracles.

Mindshifters Radio 3-6-2025 First Hour - Tim Hayes - Beatitudes New Interpretation - Discussion with Susan B.

Mindshifters Radio 3-5-2025 First Hour - Tim Hayes - Reading Alan Cohen's book: Of Course In Miracles -with Commentary.

Mindshifters Radio 3-4-2025 First Hour - Tim Hayes - Reading from Alan Cohen's book: Of Course In Miracles - with Commentary.