In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors , to break down what Nvidia’s blockbuster quarter means for mega-cap tech, why markets fade after earnings season, and the implications for dividend stocks, preferreds, and small caps as rate expectations shift. From valuation pressure in momentum names to tightening money supply and the path of Fed policy, Hatfield explains where he sees opportunity as volatility resets — and why income strategies may be entering their strongest stretch of the cycle. In this episode: – Why strong tech earnings often lead to short-term market weakness – How Bitcoin and leveraged crypto products spill over into tech volatility – Why dividend-heavy large caps offer resilience in rotation periods – How preferreds and corporate bonds can outperform into 2026 – The setup for small-cap value once Fed cuts begin Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. 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
