Biz Talk Today TV
Fed Getting It Wrong? | Jay Hatfield Calls for 3 Rate Cuts as AI Leads the Market Higher
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Is Wall Street missing the biggest macro story of the year? On today's episode of Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=NH_snfPbsKZ3YUNk], host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for a timely discussion on interest rates, inflation, AI, and the outlook for stocks. Jay explains why he remains firmly in the camp of three Federal Reserve rate cuts over the next 12 months, despite the market's skepticism and the Fed's higher-for-longer messaging. He argues that falling oil prices, slowing money supply growth, and ongoing deflationary forces are setting the stage for lower rates and a supportive backdrop for equities. The conversation also explores why Jay believes the market is underestimating the upside potential of artificial intelligence, why energy may face challenges if crude oil continues to decline, and how investors should think about positioning for the second half of 2026. Topics include: • Why Jay expects three Fed rate cuts over the next year• The Federal Reserve's biggest forecasting mistakes• Falling oil prices and the deflationary case• Why AI remains the most compelling market opportunity• The biggest risks facing investors today• The bullish case for lower Treasury yields• How $QVOL is generating strong early momentum• Stock selection, covered calls, and total-return investing• Why market sentiment may be missing the bigger picture• What investors should watch heading into earnings season If Jay is right, the market's biggest risk may not be inflation—but the Federal Reserve itself. 🔗 Website: https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazBaM3dCam9vdUVRbEZmV0tXd2xDUXpzLUxRQXxBQ3Jtc0tuSzVpdXNKN3V4OTQ4ZEoyWmU2VmRoTWFYX3VkUUcyb1ozZ2dHRDNuSWIwUzEwMXBaRXBiR3luT3NGcG16dVkxY1BZN09HUE52dFZSc1l2Z1BzUnJMRERFVmZtWEFMRHpjdVVQVGItRWdGTmNxTWRLRQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=oZ2Dlne6mCk] 📧 Contact on Email: support@biztalktodaytv.com 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #FederalReserve #InterestRates #RateCuts #Stocks #Investing #WallStreet #AI #ArtificialIntelligence #Nvidia #TechnologyStocks #OilPrices #Inflation #Economy #Markets #ETFs #QVOL #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]
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