Positive Economic Outlook on OBBBA and Its Implications

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.

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