The market may be getting it WRONG—and a major move could be coming. On this episode of ⁠Hatfield Economics⁠, host Todd M. Schoenberger sits down with Jay Hatfield (CEO & CIO, Infrastructure Capital Management) to break down the biggest forces driving markets right now. 🚨 Key topics shaping the outlook: The Strait of Hormuz crisis and its impact on oil, inflation, and global markets Why Jay believes the situation could resolve—and what that means for stocks The real story behind private credit fears and why contagion risk may be overstated How earnings season could spark the next leg higher for equities 📊 Jay Hatfield’s outlook includes: S&P 500 potential toward 7,300–8,000 in a bullish scenario Why the U.S. economy remains resilient despite geopolitical pressure The shift away from traditional banking risk into private credit markets Why regional banks may outperform major financials 💡 Investment opportunities discussed: Infrastructure and industrial spending trends Software leaders like Marvell and Amazon Income strategies and positioning in today’s market 📉 With oil volatility, Fed uncertainty, and credit concerns colliding, this is a MUST-WATCH for investors looking to stay ahead. 👉 Subscribe for expert insights on macro, markets, and investment strategy. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #StockMarket #FederalReserve #OilPrices #PrivateCredit #Investing #MacroEconomics #SP500 #Recession #EarningsSeason #Geopolitics #BankStocks #WallStreet #FinancialNews #MarketOutlook #HatfieldEconomics Learn more about your ad choices. Visit megaphone.fm/adchoices