Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks

About this episode

Jay Hatfield discusses his bullish forecast for the S&P 500 amidst rising oil prices and geopolitical risks.

Can the stock market continue climbing even with oil prices surging and geopolitical tensions dominating the headlines? On this episode of Hatfield Economics, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for an in-depth discussion on why he continues to forecast the S&P 500 reaching 9,000 despite ongoing uncertainty in the Middle East. Jay explains why Wall Street may be overestimating the long-term impact of elevated oil prices, why he believes AI-driven earnings growth remains the market's biggest catalyst, and how Federal Reserve policy could evolve if inflation continues to moderate. The conversation also explores why technology leadership remains intact, why Marvell, Broadcom, and Amazon continue to stand out, and how investors should think about portfolio positioning during periods of geopolitical uncertainty. Later in the program, Jay provides an update on the newly launched QVOL ETF, discussing its covered call strategy, double-digit income objective, and why active stock selection may outperform traditional Nasdaq income funds. Why Jay still believes the S&P 500 can reach 9,000 Oil prices, the Strait of…

People in this episode

Host: Todd M. Schoenberger

Guest: Jay Hatfield

Topics covered

• stock market outlook
• oil prices
• geopolitical tensions
• AI-driven earnings growth
• Federal Reserve policy
• technology leadership
• investment strategies

Keywords

• S&P 500
• oil prices
• geopolitical uncertainty
• AI earnings
• Federal Reserve
• investment strategy
• QVOL ETF
• technology stocks

Mentioned in this episode

Organizations: Infrastructure Capital Management, ICAP ETFs, Marvell, Broadcom, Amazon

Products: QVOL ETF

Places: Strait of Hormuz

More episodes of Biz Talk Today TV

• The AI Stock That Could Transform Hollywood | Mish Schneider's Under-the-Radar Pick · July 21, 2026 · 3 min
• Semiconductor Sell-Off: Buy the Dip or Protect Your Portfolio? | Keith Schneider's Market Playbook · July 20, 2026 · 30 min
• Should NFL Owners Lead With Passion or Profits? | Shana Sissel Breaks It Down · July 19, 2026 · 3 min
• Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move · July 18, 2026 · 36 min
• Semiconductors Breaking Down? | Mish Schneider's Top Stock Picks, Energy Outlook & China Rebound · July 18, 2026 · 38 min
• Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move · July 17, 2026 · 37 min