Kamis, 26 September 2024

Your Week in Review

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Is More Inflation on the Horizon?

Marc Lichtenfeld, Chief Income Strategist, The Oxford Club

Market And Economic Outlook

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I always enjoy listening to Jay Hatfield, the CEO of Infrastructure Capital Advisors, discuss the market and economy. He usually offers a point of view that you won't hear in most other places - and he has data to back it up.

That's just one of the reasons I was excited to join him recently for his monthly "Market & Economic Outlook" webinar.

During our conversation, I elaborated on why I believe the Fed should not have cut rates, the reason they absolutely should not do so again, and why additional rate cuts would lead to heightened inflation next year. Jay and I also took questions from viewers who tuned in for the live call.

I am a big fan of Jay's work. InfraCap is an Oxford Club Pillar One Advisor, and I recommend one of InfraCap's ETFs in The Oxford Income Letter. In August, Jay was also my first-ever guest on Oxford Income Live, my monthly interactive video call with Oxford Income Letter subscribers.

Check out our conversation by clicking the image above or the button below and let me know what you think. (Jay opened the call by updating his members on some of InfraCap's research regarding the market, the election, the Fed, and more. My presentation begins at the 11:17 mark, followed by the Q&A portion at the end.)

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the Full Conversation

Good investing,

Marc

P.S. We're currently offering a special discount on a full year of The Oxford Income Letter. To gain access to each monthly issue, all four model portfolios, every monthly Oxford Income Live session, and more - click here.

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