Episode Details

In this thought-provoking episode of The Money Path, host Todd M. Schoenberger welcomes Jay Hatfield, CEO & CIO of InfraCap ETFs, for a deep dive into one of the most misunderstood economic levers in Washington—tariffs.

Fresh off his appearance on FOX Business, Jay makes a bold case for how higher tariffs could actually reduce the federal deficit, lower long-term rates, and fuel GDP growth—while arguing for lower corporate taxes to unleash investment and job creation.

Hatfield and Schoenberger break down:

• 📊 How tariff revenue could shrink the deficit from $1.8 trillion to $1.45 trillion and boost growth by 0.2% annually

• 💼 Why tariffs, not trade wars, can be a powerful fiscal tool if calibrated correctly

• 🏠 The housing recession, Fed rate decisions, and the hidden link between money supply and inflation

• 💸 Why income investors should look to preferreds, high-yield bonds, and defensive ETFs like PFFA, BNDS, and ICAP

• 🌍 What confiscated Russian funds mean for Europe, Ukraine, and global markets

Jay also questions the reliability of U.S. economic data, from CPI to employment reports, suggesting that private datasets may paint a more accurate economic picture—and could influence future Fed policy moves.

If you want to understand how tariffs, taxes, and monetary policy intertwine, and how to position your portfolio for income and resilience, this episode delivers a masterclass from one of the most insightful minds in hard-asset investing.

🔗 Learn more about Jay’s research and ETFs at InfraCapFunds.com.

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