#252: The Macro Reset: Hormuz, OPEC, Inflation, and the AI Earnings Boom What happens when oil, inflation, the Fed, AI, and the stock market all collide?

On this episode of The Jay Young Show, Jay Young and Jordan Soto are joined by Jay Hatfield, CEO and founder of Infrastructure Capital Advisors, to break down the biggest macro themes investors are watching right now: oil price volatility, the Strait of Hormuz, OPEC supply, inflation expectations, possible Fed reform, rate cuts, AI-driven earnings, and where the market could go next. From energy security to market psychology, this conversation helps investors, business owners, and energy professionals understand what today’s headlines could mean for the next 30 days, the next 12 months, and beyond.