Jay Hatfield

In this engaging discussion, Jay Hatfield, CEO and CIO of Infrastructure Capital Advisors, shares insights on the recent tariff ruling and its surprisingly positive market impact. He believes this decision could spark a significant 'summer power rally.' Hatfield highlights the underappreciated growth potential of stocks like Broadcom and Amazon, citing their reasonable valuations. Additionally, he projects the S&P 500 could hit 6,600 by year-end, emphasizing strong earnings and evolving market dynamics.

Jay Hatfield, CEO and founder of Infrastructure Capital Advisors, dives into the merits of preferred stocks for income investors. With decades of experience, he explains how preferreds offer high yields and lower volatility compared to common stocks and high-yield bonds. Jay also discusses the importance of active management in preferred ETFs, the complexities of DIY investing, and how corporate capital expenditure is crucial for economic growth. He even shares insights on predicting recessions based on housing trends. A must-listen for investment enthusiasts!

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, shares her insights on current market trends and her strategic buys amidst tech stock volatility. Jay Hatfield, CEO of Infrastructure Capital Advisors, discusses the US economic outlook and how trade uncertainty affects investment opportunities. They explore the effects of tariff changes on significant players like Tesla and Apple, and Tengler highlights how TSMC benefits from these developments. The conversation dives into the interconnectedness of trade dynamics, regulatory scrutiny, and the challenges facing major tech companies.

In this engaging discussion, Jay Hatfield, CEO of Infrastructure Capital, shares his expertise in income securities and market strategies. He predicts significant changes in fixed income yields due to anticipated Fed rate cuts, advocating for high-yield bonds and preferreds over traditional investment-grade options. Hatfield also delves into equity opportunities beyond tech, emphasizing small-cap rotations and valuation discipline. He provides insights on navigating the evolving economic landscape and positioning portfolios for optimal returns in 2026.

Jay Hatfield, CEO of Infrastructure Capital Advisors and expert in macro research, dives into the implications of the Fed’s rate cuts on markets. He predicts a bullish S&P 500 trajectory, potentially reaching 7,000–8,000. Hatfield emphasizes the advantages of preferred stocks and high-yield credit in a dovish cycle. He discusses how small-cap value could outperform as investors shift away from mega-cap tech. Strategies focusing on dividends can also reduce portfolio volatility, providing attractive alternatives for income investors.