Episode Details
Back to EpisodesAI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed
Description
In this episode of Lead-Lag Live, host Michael A. Gayed, CFA sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026.
Topics covered:
• AI and the “Magnificent 8” valuations
• The Fed’s next moves and rate outlook
• Why small caps and value may shine in 2026
• Dividend income ideas: ICAP, SCAP, PFFA
• Where investors are getting the narrative wrong
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