Is Wall Street underestimating how much upside still remains… even with war, inflation, and oil shocks dominating headlines? 📊🔥
On this episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management & CIO of ICAP ETFs, for a major macro deep dive into markets, geopolitics, and one of the boldest S&P 500 forecasts on Wall Street.
💥 Jay breaks down why he’s raising his S&P 500 target to 8,700, why the U.S. economy may remain resilient even if the Strait of Hormuz stays disrupted, and why tech infrastructure spending could continue powering markets higher.
🚨 PLUS — Jay unveils the launch of QVOL, his new NASDAQ-focused ETF targeting double-digit income with active call-writing and curated exposure to high-growth infrastructure and technology leaders.
• Jay’s new S&P 500 upside target of 8,700
• Why tech infrastructure may offset geopolitical chaos
• QVOL ETF launch: NASDAQ income + outperformance strategy
• Iran, Strait of Hormuz & oil shock scenarios
• Could oil hit $120?
• Inflation, CPI, rates & consumer resilience
• Why AMD, Oracle & infrastructure may outperform
• Financial stocks, semiconductors & China summit outlook
• The future of market leadership in a volatile macro environment
⚡ From war risk and oil to AI, semis, and ETF innovation — this episode is a must-watch for investors trying to navigate what happens next.
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