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On this special Jobs Day episode of The Money Path, host Todd M. Schoenberger sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps.
The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment.
#TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook
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By Evergreen Podcasts | CrossCheck MediaOn this special Jobs Day episode of The Money Path, host Todd M. Schoenberger sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps.
The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment.
#TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook
Learn more about your ad choices. Visit megaphone.fm/adchoices