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Is the Fed about to start cutting rates — and what does that mean for your portfolio? episode artwork

EPISODE · Oct 16, 2025 · 41 MIN

Is the Fed about to start cutting rates — and what does that mean for your portfolio?

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

In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro landscape, why inflation fears may be overblown, and where the biggest investment opportunities lie as we enter a new market phase. Topics Covered: Why small caps could surge as rate cuts begin The truth about inflation, the BLS data lag, and money supply Outlook for the bond market, preferreds, and high-yield credit How active management can outperform in a cutting cycle Why “bubbles” might actually be good for investors Subscribe for more expert market insights and live webinars #FedCuts #Inflation #StockMarket #Investing #JayHatfield #LeadLagLive #InterestRates #Finance #Economy #SmallCaps #Bonds #PreferredStocks Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Episode metadata supplied by the publisher feed · Published Oct 16, 2025

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In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro landscape, why inflation fears may be overblown, and where the biggest investment opportunities lie as we enter a new market phase. Topics Covered: Why small caps could surge as rate cuts begin The truth about inflation, the BLS data lag, and money supply Outlook for the bond market, preferreds, and high-yield credit How active management can o...

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Is the Fed about to start cutting rates — and what does that mean for your portfolio?

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This episode was published on October 16, 2025.

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