Waiting on tech earnings, don't overplay market seasonality

CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25).

Show Notes:
July 2025 Commentary And Economic Outlook
Understanding Master Limited Partnership Payout Ratios
The Small Cap Covered Call Yield Pick-Up
Infrastructure Capital Funds

Episode transcripts

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