Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what Nvidia’s blockbuster quarter means for mega-cap tech, why markets fade after earnings season, and the implications for dividend stocks, preferreds, and small caps as rate expectations shift.

From valuation pressure in momentum names to tightening money supply and the path of Fed policy, Hatfield explains where he sees opportunity as volatility resets — and why income strategies may be entering their strongest stretch of the cycle.

In this episode:
– Why strong tech earnings often lead to short-term market weakness
– How Bitcoin and leveraged crypto products spill over into tech volatility
– Why dividend-heavy large caps offer resilience in rotation periods
– How preferreds and corporate bonds can outperform into 2026
– The setup for small-cap value once Fed cuts begin

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