The Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a Boom

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025.

From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom.

In this episode:
– Why the Fed’s “weak labor market” narrative hides a deeper policy flaw
– How housing and money supply remain the only leading indicators that count
– Why the risk of a boom is higher than the risk of a bust
– How AI momentum could supercharge growth in 2025
– Where Jay’s 7,700 S&P target comes from — and why it’s not irrational

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

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