Navigating Market Volatility: A Conversation with Wall Street Veteran Jay Hatfield
Lead-Lag Live - A podcast by Michael A. Gayed, CFA

Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "inflation is caused by excessive monetary growth." This fundamental principle helps investors avoid being misled by commodity price fluctuations that resolve naturally through market mechanisms rather than representing true inflation. The current market volatility, Hatfield explains, largely reflects normal seasonal patterns during non-earnings perio...