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.

Jay Hatfield, CEO and CIO at Infrastructure Capital Advisors with macro and fixed‑income expertise, lays out a bold 2026 market forecast. He discusses why reversing Japanese bond moves could lift the S&P to 8,000. He talks about falling inflation, the 10‑year sliding below 4%, expected rate cuts, and why GDI and sector data matter more than GDP.

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.

Jay Hatfield, CEO of Infrastructure Capital, shares his expertise on the questionable accuracy of BLS jobs data and its impact on investment strategies. He discusses how bond markets are signaling potential Fed cuts and argues for focusing on small caps and REITs as we approach year-end. Hatfield also emphasizes the need for a modern approach to labor data and warns that tariffs may distract from more pressing Fed policy issues. Tune in for valuable insights on navigating a slowing economy and uncovering hidden investment opportunities.

Jay Hatfield, Portfolio Manager and Chief Investment Officer at Infrastructure Capital Advisors, shares his expertise on navigating uncertain markets. He dives into fixed-income investment strategies and the evolving role of preferred stocks and master limited partnerships (MLPs). The conversation highlights the significance of active management and diversification in a fluctuating environment. Hatfield also demystifies expense ratios and the impact of U.S. federal debt on market dynamics, offering valuable insights for savvy investors.

Jay Hatfield, CEO and CIO of Infrastructure Capital Advisors, shares his insights on the current market landscape. He discusses his shift from a bullish to a neutral stance on tech, particularly a bearish outlook on Tesla. Excitement for Amazon, Broadcom, and Meta shines through, along with strategies for actively managing ETFs. Hatfield also dives into bond market dynamics, the importance of monetary policy, and the often-ignored implications for long-term investors, making this a must-listen for market enthusiasts.

Jay Hatfield, CEO and CIO of Infrastructure Capital Advisors, shares 35 years of Wall Street wisdom focusing on small-cap stocks. He discusses how tariffs affect inflation and emphasizes informed investing over market speculation. Jay explains the significance of the SCAP ETF, which targets profitable, dividend-paying stocks. He delves into the strategic management of call options and how they can enhance returns. Additionally, he highlights the differences between hedge fund strategies and traditional analysis, underlining the importance of experience in navigating today’s markets.