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Jay Hatfield Was Right Again | Negative CPI, Falling Oil & Why Wall Street Keeps Missing the Inflation Story
Description
Did Wall Street get inflation wrong again?
On this episode of Hatfield Economics, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, after his bold prediction of a negative monthly CPI reading proved accurate.
Jay explains why his monetarist approach continues to outperform the consensus, why collapsing energy prices and slowing shelter inflation point toward lower inflation ahead, and why he believes oil prices could fall below $60 per barrel in the months ahead.
The conversation also explores the outlook for banks, regional bank mergers, AI-driven financial sector spending, investment banking activity, and why Jay believes Wall Street economists continue to underestimate disinflationary forces.
Plus, Jay provides an update on his new QVOL ETF, discusses its performance versus the Nasdaq, explains its income-focused strategy, and previews an upcoming investor webinar.
- Why Jay correctly forecast a negative CPI reading
- Oil prices and the path toward sub-$60 crude
- Why shelter inflation is finally rolling over
- The Federal Reserve and the inflation outlook
- Banking earnings and regional bank M&A
- AI spending across the financial sector
- Why monetarist analysis differs from Wall Street consensus
- QVOL ETF performance and dividend strategy
- What investors should watch during the second half of 2026
Whether you're an investor, trader, or macroeconomic enthusiast, this episode delivers institutional-level insights into inflation, energy markets, interest rates, and portfolio positioning.
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