About this episode
CEO and CIO of Infrastructure Capital Advisors , Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25). Show Notes: July 2025 Commentary And Economic Outlook Understanding Master Limited Partnership Payout Ratios The Small Cap Covered Call Yield Pick-Up Infrastructure Capital Funds Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions