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AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed episode artwork

EPISODE · Nov 13, 2025 · 15 MIN

AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed

from The Pain Trade Podcast · host Michael A. Gayed, CFA

In this episode of Lead-Lag Live, host Michael A. Gayed, CFA sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026. Topics covered: • AI and the “Magnificent 8” valuations • The Fed’s next moves and rate outlook • Why small caps and value may shine in 2026 • Dividend income ideas: ICAP, SCAP, PFFA • Where investors are getting the narrative wrong Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #MarketOutlook #InvestingInsights #StockMarket2025 #EconomicOutlook #InterestRates #FedPolicy #leadlaglive #jayhatfield Support the show

Episode metadata supplied by the publisher feed · Published Nov 13, 2025

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In this episode of Lead-Lag Live, host Michael A. Gayed, CFA sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026. Topics covered: • AI and the “Magnificent 8” valuations • The Fed’s next moves and rate outlook • Why small caps and value may shine in 2026 • Dividend income ideas: ICA...

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AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed

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This episode is 15 minutes long.

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This episode was published on November 13, 2025.

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