Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is Now

Lead-Lag Live

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7d ago 17:53

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In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle.

From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed’s reliance on lagging data could be investors’ biggest advantage — and where long-term value is hiding in plain sight.

In this episode:
– Why the AI build-out could make natural gas the next big winner
– How money supply leads inflation, interest rates, and Fed policy
– The “Hatfield Rule” for predicting recessions through housing data
– Where small-cap and income investors should be allocating now
– Why rotation away from mega-cap tech is already starting to unfold

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

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Chapters

1. Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is Now (00:00:00)

2. GARP, PEGY, and Stock Selection (00:01:11)

3. Market Highs, AI, and Rate Cut Hopes (00:01:45)

4. AI Power Demand Meets Energy Reality (00:02:31)

5. Natural Gas Pipelines as Winners (00:03:43)

6. Income Funds in Volatile Markets (00:04:35)

7. Money Supply, Housing, and Cuts (00:05:48)

8. Small Caps, Profit Filters, Dividends (00:07:09)

9. Covered Calls and Large Caps (00:10:27)

10. Outlook: Housing, AI, Growth, Rates (00:11:59)

11. Diversifying Beyond Tech and Income (00:14:18)

12. Where to Find Research & Subscribe (00:16:09)

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