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