In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside.Jay breaks down:<ul><li>Why the Fed has caused nearly every post-WWII recession</li><li>How inflation is finally cooling (and why CPI is misleading)</li><li>The real reason the U.S. avoided a recession in 2024</li><li>His S&P 500 target of 7,000 for 2025</li><li>Bullish takes on housing, tech, small caps, and preferreds</li><li>Why regional banks and credit fears are overblown</li><li>His contrarian forecast for the U.S. dollar and Treasury yields</li></ul>Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting <a href="http://theleadlag.report/leadlaglive">http://theleadlag.report/leadlaglive</a>. <a rel="payment" href="https://www.buzzsprout.com/2034153/support">Support the show</a>

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside. Jay breaks down:Why the Fed has caused nearly every post-WWII recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 target of 7,000 for 2025Bullish takes on housing, tech, small caps, and preferredsWhy regional banks and credit fears are overblownHis contrarian forecast for the U.S. dollar and Treasury yieldsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside.Jay breaks down:<ul><li>Why the Fed has caused nearly every post-WWII recession</li><li>How inflation is finally cooling (and why CPI is misleading)</li><li>The real reason the U.S. avoided a recession in 2024</li><li>His S&amp;P 500 target of 7,000 for 2025</li><li>Bullish takes on housing, tech, small caps, and preferreds</li><li>Why regional banks and credit fears are overblown</li><li>His contrarian forecast for the U.S. dollar and Treasury yields</li></ul>Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook&nbsp;Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting <a href="http://theleadlag.report/leadlaglive" rel="noopener noreferrer">http://theleadlag.report/leadlaglive</a>. <a href="https://www.buzzsprout.com/2034153/support" rel="noopener noreferrer">Support the show</a>

Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook

Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike. As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve. Subscribe to the Lead-Lag Live podcast and follow @leadlagmedia on X to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business. Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights. Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!

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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike. As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve. Subscribe to the Lead-Lag Live podcast and follow @leadlagmedia on X to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business. Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights. Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!

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Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook

Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook

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