Balanced or Broken? Jay Hatfield on Rates, Inflation, and Market Risks

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning government debt. We dig into why markets may be underestimating the Fed, how high interest costs could push the U.S. closer to a debt crisis, and whether equities can hold up in a higher-for-longer environment. In this episode: - Why inflation remains a “tough nut to crack” - The risk of debt s...