Infrastructure Capital Advisors, LLC
Company
14
MENTIONS
6
EPISODES
5
PODCASTS
Search complete. 14 mentions across 6 episodes found for "Infrastructure Capital Advisors, LLC".
Sep 9, 2026
Paul SweeneyHOST
We- I've seen a bunch of converts come to the market, uh, uh, over the last several weeks.
Paul SweeneyHOST
Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Advisors joining us live here in our Bloomberg Interactive Brokers studio.
Paul SweeneyHOST
We appreciate that.
Paul SweeneyHOST
[upbeat music] Stay with us.
Chuck JaffeHOST
And he's riding the advanced decline line, which he says is still showing positive things even as he and a lot of investors worry that today's good times can't last forever.
Chuck JaffeHOST
We'll also talk in the market call with Jay Hatfield, chief executive officer and portfolio manager at Infrastructure Capital Advisors.
Chuck JaffeHOST
And I'll answer a listener's follow-up question to yesterday's conversation with Stan the Annuity Man about whether annuities play a role in my portfolio.
speaker_4UNKNOWN
We have a job to do now.
22 MINS LATER
Chuck JaffeHOST
Tell him you heard him on Money Life.
Chuck JaffeHOST
He'll be happy to make sure that you get that follow-up to this conversation.
Chuck JaffeHOST
And speaking of following up this conversation, Jay Hatfield from Infrastructure Capital Advisors is here for the market call.
Chuck JaffeHOST
So stick around.
speaker_0HOST
It's now time for the Watchlist panel and we are looking at Broadcom's earnings.
speaker_0HOST
So joining us to discuss this, Melissa Armo, founder, owner, the stock swoosh, and Jay Hatfield, CEO and CAO, Infrastructure Capital Advisors.
speaker_0HOST
Good afternoon to both of you.
speaker_0HOST
Melissa, let's kick things off with you.
6 MINS LATER
speaker_0HOST
Okay, $4.50, your price target adjusted after earnings.
speaker_0HOST
Guys, thanks so much for joining me today.
speaker_0HOST
Melissa Armo, the stock swoosh, and Jay Hatfield, infrastructure capital advisors, joining
speaker_3HOST
me there on Broadcom's earnings.
AnneHOST
How likely is the Fed to raise rates at the September meeting? For more, we want to welcome in Jay Hatfield, CEO and CIO of Infrastructure Capital Advisors, to give us his perspective.
AnneHOST
So expectations are on the rise for the Fed to raise rates.
AnneHOST
The CME FedWatch tool now consensus view is that 66% is the expectation now for a rate hike.
5 MINS LATER
Jay HatfieldGUEST
It really isn't because we started the year at 8,000, and that was based on 23 times next year's earnings, which were 350 for the S&P.
Jay HatfieldGUEST
That number is now 415. so we've actually reduced our multiple by three whole multiple points in our models every 25 base points of interest rates translates into one earnings multiple so we're assuming the straight's closed we're assuming rates are high in this high four percent area and because of earnings growth particularly from tech we'll still get a really great year so it's really because of the earnings explosion and otherwise pretty negative economic data particularly interest rates so our pricing
AnneHOST
okay all right that price is in the challenges thank you jay that's jay hatfield ceo and cio of infrastructure capital advisors thank you so much for joining us
Dan NorthSOUNDBITE_SPEAKER
An interest rate hike is certainly warranted.
Mitchell HartmanCORRESPONDENT
In the dovish camp is Jay Hatfield at Infrastructure Capital Advisors.
Mitchell HartmanCORRESPONDENT
He argues the government has been overestimating headline inflation, and the core measures will come down soon, even if oil prices stay elevated.
Jay HatfieldSOUNDBITE_SPEAKER
We think it would be ill-advised to raise rates at this juncture, but we do acknowledge that the majority of the FOMC, which is what matters, absolutely does want to raise rates.
Dan NorthSOUNDBITE_SPEAKER
An interest rate hike is certainly warranted.
Mitchell HartmanCORRESPONDENT
In the dovish camp is Jay Hatfield at Infrastructure Capital Advisors.
Mitchell HartmanCORRESPONDENT
He argues the government has been overestimating headline inflation, and the core measures will come down soon, even if oil prices stay elevated.
Jay HatfieldSOUNDBITE_SPEAKER
We think it would be ill-advised to raise rates at this juncture, but we do acknowledge that the majority of the FOMC, which is what matters, absolutely does want to raise rates.