Jay Hatfield on Why Stocks Can Rally Despite the Fed's Dysfunction

from Market Misbehavior with David Keller, CMT · host Dave Keller, CMT

In the 54th episode of the Market Misbehavior podcast, Dave checks in with Jay Hatfield, Chief Investment Officer at Infrastructure Capital Advisors. Jay breaks down the latest inflation data, reviews the Fed's actions taken in 2025, stresses the impact of corporate tax policy, talks through the market's incredible recovery from the tariff tantrum, and speaks to the strength in crude oil prices. Recorded 6/12/25.Learn more about Jay's work at https://www.infracapfunds.com/🎓 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.

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This episode was published on June 25, 2025.

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