Jay Hatfield on His Year-End Forecast SPX 7000, Fed Rate Cuts, and Magnificent 7 Earnings

🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...In the 24th episode of the Market Misbehavior podcast, I catch up with Jay Hatfield, CIO at Infrastructure Capital Advisors. Jay breaks down his year-end S&P 500 forecast of 7000, explains why corporate tax policy could have a bigger impact than Trump’s tariffs, and shares how the Ten-Year Treasury Yield can help estimate a likely terminal rate for Fed Funds. We also discuss key takeaways from this week’s Magnificent 7 earnings and how individual investors should approach alternatives in their portfolios.You can learn more about InfraCap ETFs at https://www.infracapfunds.com/.👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b...The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice. Some of the links in this description and in the video may be affiliate links, which means you pay nothing more and it helps me to make Market Misbehavior awesome! As an Amazon Associate, I earn from qualifying purchases. For full disclaimer, please see our website: https://www.marketmisbehavior.com/dis....🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉  Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉  Follow Dave on Instagram: https://www.instagram.com/marketmisbehaviorThe content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.