The Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a Boom

Lead-Lag Live

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10d ago 18:48

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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.

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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)

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