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Tariffs, Taxes & the Fed | Jay Hatfield on How Higher Tariffs Could Strengthen the U.S. Economy
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In this episode of Buy Hold Sell, host Todd M. Schoenberger welcomes Aquiles Larrea, Founder and CEO of Larrea Wealth Management, for a deep dive into market strategy and sector trends shaping 2025. Aquiles shares his pre-market trading approach, forecasts continued Fed rate cuts, and spotlights high-potential opportunities in nuclear energy, AI, and defense. The two also explore investment plays in technology, healthcare, and energy, and discuss insights from Aquiles’ new book, Wise Up With Your Money.
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In this thought-provoking episode of The Money Path, host Todd M. Schoenberger welcomes Jay Hatfield, CEO & CIO of InfraCap ETFs, for a deep dive into one of the most misunderstood economic levers in Washington—tariffs.
Fresh off his appearance on FOX Business, Jay makes a bold case for how higher tariffs could actually reduce the federal deficit, lower long-term rates, and fuel GDP growth—while arguing for lower corporate taxes to unleash investment and job creation.
Hatfield and Schoenberger break down:
📊 How tariff revenue could shrink the deficit from $1.8 trillion to $1.45 trillion and boost growth by 0.2% annually
💼 Why tariffs, not trade wars, can be a powerful fiscal tool if calibrated correctly
🏠 The housing recession, Fed rate decisions, and the hidden link between money supply and inflation
💸 Why income investors should look to preferreds, high-yield bonds, and defensive ETFs like PFFA, BNDS, and ICAP
🌍 What confiscated Russian funds mean for Europe, Ukraine, and global markets
Jay also questions the reliability of U.S. economic data, from CPI to employment reports, suggesting that private datasets may paint a more accurate economic picture—and could influence future Fed policy moves.
If you want to understand how tariffs, taxes, and monetary policy intertwine, and how to position your portfolio for income and resilience, this episode delivers a masterclass from one of the most insightful minds in hard-asset investing.
🔗 Learn more about Jay’s research and ETFs at InfraCapFunds.com.
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In this episode of The Money Path, host Todd M. Schoenberger sits down with Sam Stovall, Chief Investment Strategist at CFRA Research, for a powerful and data-driven conversation on the markets, the economy, and what investors need to know now.
Sam provides both current and historical context for this earnings season, explaining how corporate guidance warnings tied to tariffs and global supply chain pressures are shaping investor sentiment. He also shares key insights and metrics across the retail, gold, real estate, and defense sectors, offering actionable takeaways for investors looking to navigate a volatile landscape.
But perhaps most importantly, Sam issues a concern that every investor should hear—a clear-eyed warning about the potential risks heading into the mid-term election year and what it could mean for your portfolio.
Watch now to hear Sam’s latest perspective and what he believes could define the market’s next big move.
📺 Hosted by Todd M. Schoenberger on The Money Path, available on BTT (Biz Talk Today TV) and major podcast platforms.
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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Money Path, host Todd M. Schoenberger sits down with Sam Stovall, Chief Investment Strategist at CFRA Research, for a powerful and data-driven conversation on the markets, the economy, and what investors need to know now.
Sam provides both current and historical context for this earnings season, explaining how corporate guidance warnings tied to tariffs and global supply chain pressures are shaping investor sentiment. He also shares key insights and metrics across the retail, gold, real estate, and defense sectors, offering actionable takeaways for investors looking to navigate a volatile landscape.
But perhaps most importantly, Sam issues a concern that every investor should hear—a clear-eyed warning about the potential risks heading into the mid-term election year and what it could mean for your portfolio.
Watch now to hear Sam’s latest perspective and what he believes could define the market’s next big move.
📺 Hosted by Todd M. Schoenberger on The Money Path, available on BTT (Biz Talk Today TV) and major podcast platforms.
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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger, co-founder and managing partner at TwinFocus, to discuss strategic portfolio management for ultra-high net worth investors.
Paul shares his perspective on gold as a key allocation amid recent market volatility, explains TwinFocus’s approach to alternative investments and institutional-quality real estate, and offers insights into diversifying beyond traditional 60/40 portfolios. He also discusses the adoption of AI in financial services, highlighting opportunities across utilities, biotech, and AI-driven sectors.
Gain expert guidance on preserving wealth, navigating market uncertainty, and making informed investment decisions in today’s economy.
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Inside the Electrification Supercycle: Adam Patti on the Future of ETFs and “Pure Exposure” Investing
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In this episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger, co-founder and managing partner at TwinFocus, to discuss strategic portfolio management for ultra-high net worth investors.
Paul shares his perspective on gold as a key allocation amid recent market volatility, explains TwinFocus’s approach to alternative investments and institutional-quality real estate, and offers insights into diversifying beyond traditional 60/40 portfolios. He also discusses the adoption of AI in financial services, highlighting opportunities across utilities, biotech, and AI-driven sectors.
Gain expert guidance on preserving wealth, navigating market uncertainty, and making informed investment decisions in today’s economy.
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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this on-demand episode of The Money Path, host Todd M. Schoenberger sits down with Adam Patti, CEO of VistaShares ETFs, for a powerful discussion about the next generation of ETF innovation.
Adam breaks down the numbers behind the booming ETF market—now surpassing $18 trillion in global assets—and explains how VistaShares is reshaping thematic and active investing through its proprietary “Pure Exposure™” methodology.
The conversation dives into:
Whether you’re an ETF strategist, advisor, or investor looking to understand where the market is headed, this episode offers key insights into how VistaShares is redefining exposure, performance, and long-term value creation.
Watch now on Biz Talk Today TV, YouTube, or listen on any of the 14 global audio platforms where The Money Path is available.
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Inside the High-Risk Bull Market: Bob Doll on Valuations, Inflation, and the Fed’s Next Move
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From the publisher's feed
Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity.
Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, investors, entrepreneurs, and decision-makers seeking smarter content in a rapidly changing world.