# Why Jay Hatfield Thinks Stocks Are About to Surprise Everyone

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Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/why-jay-hatfield-thinks-stocks-are-about-to-surprise-everyone.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-08T14:21:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN8665101499.mp3
Audio file: https://traffic.megaphone.fm/FPMN8665101499.mp3
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Duration seconds: 1806

## Resource

Is Wall Street about to witness the next major rotation in the bull market? On this episode of ⁠Hatfield Economics⁠, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, to discuss why he believes the S&P 500 could climb to 9,000, oil prices are headed toward $60 per barrel, and hyperscalers like Amazon, Google, and Meta may be poised to outperform. Jay explains why the recent weakness in semiconductor stocks has created new opportunities elsewhere in technology, why Broadcom remains one of his highest-conviction ideas, and how hedge fund positioning is driving today's market rotation. The conversation also covers Jay's bold inflation outlook, including his forecast for a negative CPI print, falling gasoline prices, and why lower energy costs could fuel the next leg higher for equities. 📈 Why Jay maintains his S&P 500 target of 9,000 🛢️ Why oil could fall to $60 per barrel 🤖 The shift from semiconductor stocks to hyperscalers 💻 Why Amazon, Google and Meta look attractive ⚡ Broadcom's valuation and earnings opportunity 📺 Netflix's recent pullback and investment outlook 🚀 What SpaceX's recent decline really means 📉 Why Jay still expects a negative CPI reading 🏦 How lower inflation could support stocks and Fed policy 💼 Why long-term investors should ignore short-term market noise If you're looking for actionable market insight on AI, technology, inflation, energy, and where institutional investors may be positioning next, you won't want to miss this episode. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biz…

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## Transcript

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