Episode
Top Investment Chief: 4 stocks WIN no matter what the Fed does
- Podcast
- Full Signal
- Published
- Sep 15, 2026
- Duration seconds
- 2090
- Processing state
not_requested
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Summary
Jay Hatfield is the CEO and chief investment officer at Infrastructure Capital Advisors, where he picks stocks and manages a suite of income-focused ETFs. He joins Phil Rosen on Full Signal to discuss his street-high 8,250 S&P 500 target, why he calls the Fed a fatally flawed institution, his highest-conviction stock picks, and his new covered-call strategy. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - New S&P 500 target 4:39 - What would break the bull case 5:36 - Core inflation falling 8:31 - Why Fed officials want hikes 11:36 - Kevin Warsh herding the cats 16:06 - Catalysts to fix the Fed 20:32 - Marvell 23:20 - Private credit stock pick 26:07 - Capex debate 29:01 - Lockheed Martin 30:43 - Covered-call fund 33:37 - Beating the NASDAQ #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed