{"podcast":{"title":"Biz Talk Today TV","slug":"the-weekly-money-clip-6866050","podcast_index_feed_id":6866050,"rss_url":"https://feeds.megaphone.fm/weeklymoney-clip","website_url":"https://evergreenpodcasts.com","image_url":"https://megaphone.imgix.net/podcasts/10f20d1e-cc42-11ee-8d94-5706d5b24a85/image/5cc13661b0827ebafef67af39f137d5b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"CrossCheck Media","episode_count":1027,"summary":"Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity. Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, invest…","last_synced_at":"2026-09-12T08:18:18.892665+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"Fed Hike Coming? Jay Hatfield Says Wall Street Has It Wrong—and Sees S&P 9,000","slug":"fed-hike-coming-jay-hatfield-says-wall-street-has-it-wrong-and-sees-s-p-9-000-2","published_at":"2026-09-02T11:27:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/fed-hike-coming-jay-hatfield-says-wall-street-has-it-wrong-and-sees-s-p-9-000-2","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN3799669644.mp3","audio_url":"https://traffic.megaphone.fm/FPMN3799669644.mp3","summary":"Wall Street is bracing for higher rates—but Jay Hatfield says the data tells a very different story. On this episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, for a wide-ranging discussion on the Federal Reserve, inflation, interest rates, AI, stocks and where the market goes next. Hatfield argues that a Federal Reserve rate hike is extremely unlikely, saying properly adjusted measures of PCE, CPI and real-time inflation indicate inflation is running significantly cooler than headline numbers suggest. He also explains why he believes Fed Chair Kevin Warsh's hawkish rhetoric may have as much to do with demonstrating the Fed's independence as signaling an actual rate increase. Then comes Hatfield's big market call. His base-case S&P 500 target is 8,250, with a bullish scenario that could take the index toward 9,000 if geopolitical pressures ease and interest rates decline. But getting there may not be a straight line: Hatfield warns investors about the possibility of a near-term market “stall” and explains the catalysts he's watching. The conversation also turns to artificial intelligence and individual stocks. Hatfield makes the investment case for Marvell, discusses why he remains constructive on AI infrastructure and data-center development, and explains why alternative asset manager KKR remains attractive as assets under management continue to expand. Finally, Jay reveals how Infrastructure Capital is positioning portfolios amid the uncertainty—including maintaining approximately 15% cash, emphasizing valuation, and taking a long-term approach while Wall Street reacts to short-term volatility. Is Wall Street overestimating the Fed—and underestimating how much up…","meta_description":"Wall Street is bracing for higher rates—but Jay Hatfield says the data tells a very different story. On this episode of Hatfield Economics, host Todd M. S…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2370,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/fed-hike-coming-jay-hatfield-says-wall-street-has-it-wrong-and-sees-s-p-9-000-2/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/fed-hike-coming-jay-hatfield-says-wall-street-has-it-wrong-and-sees-s-p-9-000-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}