In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026. Topics covered: • AI and the “Magnificent 8” valuations • The Fed’s next moves and rate outlook • Why small caps and value may shine in 2026 • Dividend income ideas: ICAP, SC...
All content for Lead-Lag Live is the property of Michael A. Gayed, CFA and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026. Topics covered: • AI and the “Magnificent 8” valuations • The Fed’s next moves and rate outlook • Why small caps and value may shine in 2026 • Dividend income ideas: ICAP, SC...
In this exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies. They unpack: - Why rates are headed lower (and what it means for investors) - How YieldBoost ETFs work and generate high income - The truth about NAV erosion and downside protection - What a diversified income...
Lead-Lag Live
In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026. Topics covered: • AI and the “Magnificent 8” valuations • The Fed’s next moves and rate outlook • Why small caps and value may shine in 2026 • Dividend income ideas: ICAP, SC...
