Jay Hatfield

In this engaging talk, Jay Hatfield, a Wall Street veteran with 35 years of experience, dives into the effects of deregulation on financial markets and inflation. He reveals hidden investment opportunities linked to credit rating biases and analyzes strategic differences in investment approaches between smaller firms and giants like Goldman Sachs. Jay introduces the BNDS fund as a solid alternative for those seeking steady income. Their discussion also explores the intricate connections between money supply, tariffs, and global economic factors, offering insights ripe for both new and seasoned investors.

Jay Hatfield, CEO at Infrastructure Capital Management, shares his bullish S&P outlook and discusses potential economic growth under a Republican sweep. Heidi Crebo-Rediker, an expert in foreign policy, examines the implications of unilateral policies during a second Trump term. Together, they tackle the complex interplay of tariff policies and the strength of the U.S. dollar, the geopolitical challenges affecting investment strategies, and the evolving landscape of corporate tax rates impacting market dynamics.

Jay Hatfield, CEO of Infrastructure Capital Management, shares his bullish outlook for 2026, urging a shift from tech to value investing. Joy Yang from Market Vectors Indexes warns against market complacency and discusses the risks of high returns persisting. Chris Kampitsis of Barnum Financial Group highlights Japan's potential, advocating for consumer staples and quality bonds amid changing rates. Together, they explore the impact of AI and emphasize diversification for future investment strategies.

Ed Yardeni, President at Yardeni Research, brings his bullish economic insights, discussing how inflation could impact Fed rate policies and looming tariffs from Trump. Jay Hatfield, CEO at Infrastructure Capital Management, dives into the nuances of retail sales and the ongoing gradual disinflation trend. Lindsey Piegza, Chief Economist at Stifel, provides expert commentary on the Federal Reserve's monetary approach, analyzing the tensions between inflation concerns and economic growth. Together, they tackle critical issues affecting today's market landscape.

Jay Hatfield, CEO of Infrastructure Capital Advisors and a noted contrarian macro investor, dives into his critiques of Jerome Powell and the Fed's policies. He argues that the Fed relies on outdated data and lacks monetary expertise, advocating for reforms to the 2% inflation target. Hatfield contrasts real-time inflation with the Fed's measures, underscores the risks of political influence on the Fed, and discusses how money supply impacts market forecasts. He even suggests Christopher Waller as a better choice for Fed chair.

In this conversation, Jay Hatfield, CEO and Portfolio Manager at InfraCap Funds, shares his insights on looming market risks, including persistent inflation and surging government debt. He discusses the implications of high interest rates on the U.S. economy and warns that the Fed's policy may not match market expectations. Hatfield also critiques outdated inflation measurement methods and offers investment strategies for navigating the uncertainty ahead, including advice on equities and fixed-income funds.

Eva Lee, Head of Greater China Equities at UBS Global Wealth Management, shares her expertise on the Chinese economy, discussing challenges like weak consumption and a struggling property market. Jay Hatfield, CEO and CIO at Infrastructure Capital Management, weighs in on the U.S. market dynamics, highlighting the response to anticipated rate cuts and GDP forecasts. Both guests delve into the volatility at the start of 2025 and explore investment strategies amid evolving conditions, particularly the allure of risk assets in Asia.

Jay Hatfield, CEO of Infrastructure Capital Management, shares his bullish outlook on investments in China, highlighting strategic economic shifts. Henrietta Treyz, Managing Partner at Veda Partners, discusses the implications of the upcoming 2024 election on the market and the latest in D.C. Additionally, they delve into tensions surrounding potential dockworker strikes and how these labor dynamics could impact economic performance. Together, they offer a captivating analysis of geopolitics and its effect on global investing strategies.

Jay Hatfield, CIO at Infrastructure Capital Management, and Mary Nicola, a Bloomberg M-LIV Strategist in Singapore, dive into the dynamics of the Democratic National Convention. They discuss Kamala Harris's energizing candidacy and the impact of key speeches on markets. The conversation shifts to the Federal Reserve's softer stance, boosting mega cap tech stocks and affecting the dollar. They also analyze Nvidia's market influence and the implications of geopolitical tensions, emphasizing the significance of collaboration in driving business success.

Financial analysts Peter Boockvar, Phillip Colmar, and Jay Hatfield discuss the recent stock market sell-off. Gina Sanchez shares tips on AI-proofing portfolios. Javier Gonzalez Lastra explains the luxury sector slowdown sweeping Europe.