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...
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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...
Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook
Lead-Lag Live
40 minutes
1 week ago
Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook
In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside. Jay breaks down: Why the Fed has caused nearly every post-WWII recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 targe...
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...
