The Claman Countdown

Equity specialist talks semiconductor stock sell-off

Thomas Hayes, chairman of Great Hill Capital, reveals why he advised selling memory chip and semiconductor stocks in June 2026. He highlights their crowded trade status and cyclical nature, predicting further declines before a potential rebound.

Fed holds funds rate steady

Former Council of Economic Advisers chair Jared Bernstein and Huntington Commercial Bank chief economist Ian Wyatt discusses the Fed's decision to hold rates on 'The Claman Countdown.'