Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides
Lead-Lag Live - Een podcast door Michael A. Gayed, CFA

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 From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how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 ...