Top Investment Chief: 4 stocks WIN no matter what the Fed does

Jay Hatfield is the CEO and chief investment officer at Infrastructure Capital Advisors, where he picks stocks and manages a suite of income-focused ETFs. He joins Phil Rosen on Full Signal to discuss his street-high 8,250 S&P 500 target, why he calls the Fed a fatally flawed institution, his highest-conviction stock picks, and his new covered-call strategy.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - New S&P 500 target4:39 - What would break the bull case5:36 - Core inflation falling8:31 - Why Fed officials want hikes11:36 - Kevin Warsh herding the cats16:06 - Catalysts to fix the Fed20:32 - Marvell23:20 - Private credit stock pick26:07 - Capex debate29:01 - Lockheed Martin30:43 - Covered-call fund33:37 - Beating the NASDAQ#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed