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 times Lead-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 #Markets Support the show