Episode
Charles’ Take: The Case for Tech Infrastructure
- Published
- Mar 12, 2026
- Duration seconds
- 368
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Summary
Charles Payne is joined by Infrastructure Capital Management CIO Jay Hatfield to discuss why the bearish case against tech infrastructure is failing, how earnings blowouts from companies like Oracle and Broadcom are disproving this, and why he remains bullish on Amazon’s valuation and a tech-led market recovery as the Fed stays on hold. Learn more about your ad choices. Visit podcastchoices.com/adchoices