Скачать или смотреть Balanced or Broken? Jay Hatfield on Rates, Inflation, and Market Risks

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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