# Charles’ Take: The Case for Tech Infrastructure

Page: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-the-case-for-tech-infrastructure
Text version: https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677/charles-take-the-case-for-tech-infrastructure.md
Podcast: [Charles Payne's Unstoppable Prosperity Podcast](https://stenobird.com/podcast/charles-payne-s-unstoppable-prosperity-podcast-6510677)
Published: 2026-03-12T01:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM5230123634.mp3?updated=1773261500
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/FOXM5230123634.mp3?updated=1773261500
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JSON: https://stenobird.com/v1/public/podcasts/charles-payne-s-unstoppable-prosperity-podcast-6510677/episodes/charles-take-the-case-for-tech-infrastructure
Duration seconds: 368

## Resource

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

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## Transcript

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