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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 Lead-Lag Live · 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 beginThe truth about inflation, the BLS data lag, and money supplyOutlook for the bond market, preferreds, and high-yield creditHow active management can outperform in a cutting cycleWhy “bubbles” might actually be good for investorsSubscribe 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

What this episode covers

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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Frequently Asked Questions

How long is this episode of Lead-Lag Live?

This episode is 41 minutes long.

When was this Lead-Lag Live episode published?

This episode was published on October 16, 2025.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Lead-Lag Live episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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