
Jay Hatfield
Macro strategist. Manages six ETFs with $2.6 billion under management at Infrastructure Capital, focusing on fixed income and equity income funds.
Best podcasts with Jay Hatfield
Ranked by the Snipd community

16 snips
May 25, 2025 • 53min
Navigating Rising Yields
In this engaging discussion, Jim Bianco, a macroeconomic expert and leader of Bianco Research, teams up with Jay Hatfield, a seasoned macro strategist managing $2.6 billion at Infrastructure Capital. They delve into the paradox of rising Treasury yields amidst Fed rate cuts and the implications for investors. Hatfield introduces his "Hopfield Rule," linking housing starts to potential recessions, while Bianco highlights the powerful influence of retail investors in stabilizing markets. The duo also examines the effects of fluctuating oil prices and the evolving landscape of inflation.

May 1, 2025 • 48min
Market Volatility Decoded with Jay Hatfield
Jay Hatfield, Chief Investment Officer at Infrastructure Capital Management, shines a light on market dynamics and investment strategies amidst volatility. He delves into the 'small cap tariff problem', exposing the technical factors behind small caps' underperformance. Hatfield challenges the notion that tariffs drive inflation, arguing they are one-time increases misunderstood by the Fed. He remains optimistic about market targets, suggesting a range of 5,000 to 6,000 for the S&P, and highlights the potential of undervalued funds in today’s economic landscape.