On this special Jobs Day episode of The Money Path, host Todd M. Schoenberger sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps.

The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment.


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#TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook
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The Weekly Money Clip

Evergreen Podcasts | CrossCheck Media

Noise or Slowdown? Jay Hatfield Breaks Down the Jobs Report & January Fed Risk

DEC 16, 202525 MIN
The Weekly Money Clip

Noise or Slowdown? Jay Hatfield Breaks Down the Jobs Report & January Fed Risk

DEC 16, 202525 MIN

Description

On this special Jobs Day episode of The Money Path, host Todd M. Schoenberger sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps. The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices