# Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/oil-the-fed-ai-jay-hatfield-s-bullish-case-for-s-p-9-000-despite-middle-east-risks
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/oil-the-fed-ai-jay-hatfield-s-bullish-case-for-s-p-9-000-despite-middle-east-risks.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-21T21:29:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8089913041.mp3
Audio file: https://traffic.megaphone.fm/FPMN8089913041.mp3
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Duration seconds: 2499

## Resource

Can the stock market continue climbing even with oil prices surging and geopolitical tensions dominating the headlines? On this episode of Hatfield Economics, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for an in-depth discussion on why he continues to forecast the S&P 500 reaching 9,000 despite ongoing uncertainty in the Middle East. Jay explains why Wall Street may be overestimating the long-term impact of elevated oil prices, why he believes AI-driven earnings growth remains the market's biggest catalyst, and how Federal Reserve policy could evolve if inflation continues to moderate. The conversation also explores why technology leadership remains intact, why Marvell, Broadcom, and Amazon continue to stand out, and how investors should think about portfolio positioning during periods of geopolitical uncertainty. Later in the program, Jay provides an update on the newly launched QVOL ETF, discussing its covered call strategy, double-digit income objective, and why active stock selection may outperform traditional Nasdaq income funds. Why Jay still believes the S&P 500 can reach 9,000 Oil prices, the Strait of Hormuz, and market implications Federal Reserve policy and the outlook for interest rates Why AI earnings remain the biggest driver of stocks Marvell, Broadcom, Amazon and semiconductor opportunities How to manage winning positions and take profits The investment philosophy behind the new QVOL ETF Covered call strategies for generating income Why active management may outperform passive Nasdaq funds Watch Hatfield Economics every week for institutional-level market analysis, macroeconomic insights, and actionable investment ideas from one of Wall Street's leading strategists. 📧 Contact o…

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