Episode Details

Three Rate Cuts, Fed Reform, and the End of Hawkish OrthodoxyJay Hatfield on Powell, Inflation, and the Next Monetary Regime Is the Federal Reserve about to pivot harder than markets expect?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with investment strategist Jay Hatfield for a wide-ranging, no-holds-barred discussion on the future of U.S. monetary policy, inflation, and market leadership.

Jay challenges Jerome Powell’s hawkish legacy, predicts three Federal Reserve rate cuts this year, and explains why falling inflation—and political pressure—may force a major shift at the Fed. He breaks down why the Fed’s balance sheet is not the driver of rates, why fears of U.S. reserve currency decline are overblown, and how tighter global bond spreads reinforce American exceptionalism.

The conversation dives deep into:

• A potential Fed reform agenda, including new forecasting models and a more flexible inflation target

• Why a Republican-leaning FOMC could usher in a supply-side monetary regime

• What Powell’s eventual exit could mean for bonds, banks, and housing

• Why value, income, small caps, pipelines, and financials are positioned to win in a rate-cut cycle

• How deregulation and leadership changes could reignite investment banks and regional lenders

Jay also debunks long-standing inflation myths, reframes the lessons of the 1970s, and lays out a roadmap for a self-correcting economy that avoids both runaway inflation and deep recession.

If you want clarity on where rates, markets, and the Fed are really headed—this is an episode you don’t want to miss.

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