Lead-Lag Live

← Lead-Lag Live6 Jul · 25 min

Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026

Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 20266 Jul25 min

Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026

In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.

Listen for practical takeaways on how today’s market narratives connec...