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 518219116 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 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 recession
- How inflation is finally cooling (and why CPI is misleading)
- The real reason the U.S. avoided a recession in 2024
- His S&P 500 target of 7,000 for 2025
- Bullish takes on housing, tech, small caps, and preferreds
- Why regional banks and credit fears are overblown
- His contrarian forecast for the U.S. dollar and Treasury yields
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook
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
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Chapters
1. Welcome, Format, And CE Housekeeping (00:00:00)
2. Firm Overview And Fund Lineup (00:02:05)
3. Methodology: GARP, Yields, And Options (00:04:05)
4. Macro Lens: Money Base And Recessions (00:05:25)
5. Housing’s New Cycle And Tech Tailwinds (00:07:15)
6. CPI, Shelter Lags, And Fed Cuts Path (00:09:05)
7. Budget Deficit, Tariffs, And Rates (00:10:55)
8. Predicting Yields And Equity Multiples (00:12:35)
9. Why No Recession Yet (00:14:35)
10. Growth Outlook: Housing Plus Tech (00:16:55)
11. Investment Drives Cycles, Not Consumption (00:19:18)
12. Ten-Year Vs Fed Funds Explained (00:21:18)
13. Monetarism Vindicated Over Keynesianism (00:22:38)
14. Preferreds, High Yield, And Active Edges (00:23:48)
15. Regional Banks, Credit Fears, And KKR (00:25:28)
16. Small Caps, Tech Gravity, And Rotation (00:28:15)
17. Earnings, Expectations, And Risk Reward (00:30:05)
18. Active Vs Passive: Where It Matters (00:31:45)
19. Final Market Stance And Playbook (00:33:15)
20. Dollar View, Gold Implications, Closing (00:34:55)
874 episodes
))
