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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025.
From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom.
In this episode:
– Why the Fed’s “weak labor market” narrative hides a deeper policy flaw
– How housing and money supply remain the only leading indicators that count
– Why the risk of a boom is higher than the risk of a bust
– How AI momentum could supercharge growth in 2025
– Where Jay’s 7,700 S&P target comes from — and why it’s not irrational
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#LeadLagLive #JayHatfield #Fed #InterestRates #HousingMarket #AI #Economy #Investing #Markets
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. Facts Over Opinions (00:00:00)
2. Market Pulse And Risk Signals (00:02:02)
3. Fed Tilt And Labor Weakness (00:03:25)
4. Flaws In The Fed’s Playbook (00:04:51)
5. S&P Target, AI, And Multiples (00:06:28)
6. Bubble Risk And Upside Scenarios (00:08:40)
7. Small Caps Through A GARP Lens (00:10:10)
8. Income Tools: Dividends And Calls (00:11:45)
9. Credit Panic Or Opportunity (00:13:40)
10. Funds, Holdings, And Covered Calls (00:15:55)
11. Recession Odds, Housing, And Boom Risk (00:17:09)
861 episodes
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