Episode
Oil Under $70, Inflation Under Control, S&P 9000? Jay Hatfield Explains
- Podcast
- Biz Talk Today TV
- Published
- Jun 16, 2026
- Duration seconds
- 2737
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/FPMN8024134060.mp3
Actions
POST https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/oil-under-70-inflation-under-control-s-p-9000-jay-hatfield-explains-2/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-weekly-money-clip-6866050/oil-under-70-inflation-under-control-s-p-9000-jay-hatfield-explains-2.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Has Wall Street gotten the oil trade completely wrong? On today's episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, to discuss why collapsing oil prices could become the biggest bullish catalyst for stocks, inflation, and interest rates over the next year. 📉 Jay explains why he believes oil could fall below $70 — and potentially into the $55-$60 range — as OPEC ramps production and global supply concerns fade. 📈 He also reveals why Infrastructure Capital is raising its year-end S&P 500 target to 9,000, arguing that investors are witnessing an earnings boom, not a stock market bubble. Topics include: • Why Jay forecasts three Fed rate cuts over the next 12 months• The inflation data Wall Street is ignoring• Why the Fed's forecasting models may be fundamentally flawed• Kevin Warsh and potential Federal Reserve reforms• The "Hatfield Rule" and recession forecasting• Why lower oil prices could accelerate market gains• Amazon, AI infrastructure spending, and overlooked earnings growth• QVOL ETF performance and "Dogs of the Daq" investing strategy• Why Jay believes taxes should be eliminated for Americans earning under $100,000 Plus, Todd and Jay discuss the broader implications of energy prices, monetary policy, and why the biggest risk to the market may now be to the upside. If Jay is right, investors could be dramatically underestimating the next leg of this bull market. 🔗 Website: https://biztalktodaytv.com 📧 Contact on Email: [email protected] 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Discla…