Share
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Manage episode 519301912 series 3383922
Content provided by Michael A. Gayed, CFA, Michael A. Gayed, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael A. Gayed, CFA, Michael A. Gayed, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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, SCAP, PFFA
• Where investors are getting the narrative wrong
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#MarketOutlook #InvestingInsights #StockMarket2025 #EconomicOutlook #InterestRates #FedPolicy #leadlaglive #jayhatfield
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Chapters
1. AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed (00:00:00)
2. Small Caps And The Fed Cut Tailwind (00:01:11)
3. Market Check And Cautious Sentiment (00:01:55)
4. AI Earnings, CapEx, And Not A Bubble (00:02:22)
5. Valuation Risks In The Mag 8 (00:03:25)
6. Funding The AI Buildout (00:04:25)
7. Practical AI Uses And Stock Selection (00:05:21)
8. Rate Outlook And CPI Nuance (00:06:30)
9. Why Easing Supports Equities (00:08:04)
10. The Small Cap And Value Setup (00:08:24)
11. Income Strategies: Preferreds And High Yield (00:09:44)
12. ETF Focus And GARP Method (00:11:43)
13. Stock Ideas: Alt Managers And Semis (00:13:06)
14. Small Cap REIT Idea And Closing CTA (00:14:41)
874 episodes
))
