Jay Hatfield Was Right Again | Negative CPI, Falling Oil & Why Wall Street Keeps Missing the Inflation Story

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. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #Inflation #CPI #FederalReserve #OilPrices #Energy #BankStocks #RegionalBanks #WallStreet #Investing #StockMarket #ICAPETFs #QBALL #MacroEconomics #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices