In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle. From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed’s reliance on lagging data could be investors’ biggest advantage — and where long-term value is hiding in plain sight. In this episode: – Why the AI build-out could make natural gas the next big winner – How money supply leads inflation, interest rates, and Fed policy – The “Hatfield Rule” for predicting recessions through housing data – Where small-cap and income investors should be allocating now – Why rotation away from mega-cap tech is already starting to unfold Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #InfrastructureCapital #Fed #InterestRates #NaturalGas #Energy #Markets #Investing Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
