What podcasts say about Jay Hatfield

Every statement, with the speaker, the exact quote and the moment it was said.

What Jay Hatfield has said on podcasts

19 statements · 13 positive · 3 negative · 1 mixed · 2 neutral

on Federal Reserve inflation measurementPositiveSep 9, 2026· Bloomberg Surveillance
The Federal Reserve should rely on real consumption and prices.
“the Fed should use real consumption and real prices.”
Listen at 11:38
Open the episode · Rate and Market Uncertainty
on PCE inflation indexPositiveSep 9, 2026· Bloomberg Surveillance
Correcting PCE components would produce an annualized inflation reading of 1.8%.
“if you corrected PCE for those two components that are ridiculous, portfolio management and software. you would also get a 1.8% number.”
Listen at 13:14
Open the episode · Rate and Market Uncertainty
on InflationPositiveSep 9, 2026· Bloomberg Surveillance
Underlying inflation is currently 1.3%.
“It's 1.3%.”
Listen at 13:59
Open the episode · Rate and Market Uncertainty
on Oil prices and interest ratesNegativeSep 9, 2026· Bloomberg Surveillance
Oil-price pass-through means rates should not be cut immediately.
“we would not cut rates right now because oil prices do bleed through the core”
Listen at 14:16
Open the episode · Rate and Market Uncertainty
on U.S. inflationPositiveSep 9, 2026· Bloomberg Surveillance
The United States does not currently have an inflation problem.
“We do not have an inflation problem.”
Listen at 14:57
Open the episode · Rate and Market Uncertainty
on Federal Reserve rate hikeNegativeSep 9, 2026· Bloomberg Surveillance
A Fed rate hike would be an extremely poor decision under current conditions.
“they possibly could raise rates, but that would be incredibly stupid.”
Listen at 15:04
Open the episode · Rate and Market Uncertainty
on Fed funds ratePositiveSep 9, 2026· Bloomberg Surveillance
The Fed should potentially cut rates if oil prices decline.
“Only potentially a cut if we do get lower oil prices.”
Listen at 15:31
Open the episode · Rate and Market Uncertainty
on Marvell TechnologyPositiveSep 9, 2026· Bloomberg Surveillance
Marvell is worth at least $300 per share over the longer term.
“So it's at least a $300 stock.”
Listen at 16:38
Open the episode · Rate and Market Uncertainty
on Rapidly growing chip companiesPositiveSep 9, 2026· Bloomberg Surveillance
Holding rapidly growing chip companies for two or three years will produce strong returns.
“if you just hold them over two or three years, you're going to have fantastic returns.”
Listen at 16:42
Open the episode · Rate and Market Uncertainty
on Broadcom Inc.PositiveSep 9, 2026· Bloomberg Surveillance
Broadcom has a conservative target price of $450.
“that gets you to 450. We think that's really conservative.”
Listen at 17:09
Open the episode · Rate and Market Uncertainty
on Preferred-stock ETFsPositiveSep 9, 2026· Bloomberg Surveillance
Preferred-stock ETFs can provide equity-like returns with lower volatility.
“you can get equity-like returns with much lower volatility.”
Listen at 17:54
Open the episode · Rate and Market Uncertainty
on Preferred-stock ETFsPositiveSep 9, 2026· Bloomberg Surveillance
Preferred-stock investments have beta around 0.4 and returns of 8–10%.
“0.4 betas eight nine ten percent returns”
Listen at 18:00
Open the episode · Rate and Market Uncertainty
on Mark Rowan and Josh HarrisNegativeSep 9, 2026· Bloomberg Surveillance
Mark Rowan and Josh Harris recognized Epstein’s intentions and avoided engaging with him.
“they were, how shall we say, I think, onto his game a little bit. Didn't want to engage with him.”
Listen at 35:09
Open the episode · Rate and Market Uncertainty
on Apollo private creditPositiveSep 9, 2026· Bloomberg Surveillance
Mark Rowan reshaped Wall Street through Apollo’s private-credit business.
“Mark Rowan at Apollo through private credit, which, you know, is an important... uh subject on wall street now has really recreated what wall street is all about”
Listen at 36:29
Open the episode · Rate and Market Uncertainty
on ApolloPositiveSep 9, 2026· Bloomberg Surveillance
Mark Rowan has made Apollo more institutional and supportive.
“Mark, I think, has really tried to make this into a much more institutional firm”
Listen at 37:26
Open the episode · Rate and Market Uncertainty
on Leon Black’s Apollo ownershipNeutralSep 9, 2026· Bloomberg Surveillance
Leon Black is Apollo’s largest individual shareholder with 85 million shares.
“I think he's the single largest individual shareholder. That's exactly right. 85 million shares.”
Listen at 38:28
Open the episode · Rate and Market Uncertainty
on Leon BlackMixedSep 9, 2026· Bloomberg Surveillance
Leon Black may seek a public-image rehabilitation similar to Mike Milken’s.
“I think he would like, this is me projecting here, a Mike Milken-like rehabilitation.”
Listen at 39:09
Open the episode · Rate and Market Uncertainty
on Woolworth MansionPositiveSep 9, 2026· Bloomberg Surveillance
Leon Black plans to convert the Woolworth Mansion into a public art venue.
“I think the plan is to turn that into his version of the Noya Gallery and put a lot of his artwork in there, renovate it, put his artwork in there, open it so that people can see it”
Listen at 42:00
Open the episode · Rate and Market Uncertainty
on Edvard Munch’s The ScreamNeutralSep 9, 2026· Bloomberg Surveillance
Leon Black paid $130 million for Edvard Munch’s The Scream.
“He paid $130 million for it.”
Listen at 42:35
Open the episode · Rate and Market Uncertainty

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.