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Waiting on tech earnings, don't overplay market seasonality
Published 10 months ago
Description
CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25).
Show Notes:
July 2025 Commentary And Economic Outlook
Understanding Master Limited Partnership Payout Ratios
The Small Cap Covered Call Yield Pick-Up
Infrastructure Capital Funds
Episode transcripts
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Show Notes:
July 2025 Commentary And Economic Outlook
Understanding Master Limited Partnership Payout Ratios
The Small Cap Covered Call Yield Pick-Up
Infrastructure Capital Funds
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions