Balanced or Broken? Jay Hatfield on Rates, Inflation, and Market Risks

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning government debt.We dig into why markets may be underestimating the Fed, how high interest costs could push the U.S. closer to a debt crisis, and whether equities can hold up in a higher-for-longer environment.In this episode:- Why inflation remains a “tough nut to crack”- The risk of debt spiraling as Treasury costs climb- How Fed policy is boxed in by fiscal realities- The outlook for equities and bonds in 2025- Where investors should look for stability in uncertain timesLead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.#LeadLagLive #Investing #JayHatfield #DebtCrisis #Inflation #Fed #MarketsSupport the show