Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides

Lead-Lag Live

During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now.

From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can navigate a slowing economy without overreacting.

In this webinar:
– Why BLS jobs data is unreliable in a real-time economy
– How bond markets are signaling deeper Fed cuts ahead
– The case for small caps and REITs into year-end
– Where to find yield with less downside risk
– Why tariffs are a distraction compared to Fed policy tightening

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

#LeadLagLive#JobsReport #FedCuts #SmallCaps #REITs #BondMarket

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

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Chapters

1. Small Caps Poised for Leadership (00:00:00)

2. BLS Data: Outdated and Unreliable (00:04:50)

3. Market Reaction to Employment Data (00:13:08)

4. Investment Strategy for Fall (00:21:28)

5. REITs and MLPs Outlook (00:29:27)

6. Fixed Income vs Equity Income Funds (00:36:48)