#252: The Macro Reset: Hormuz, OPEC, Inflation, and the AI Earnings Boom What happens when oil, inflation, the Fed, AI, and the stock market all collide?

On this episode of The Jay Young Show, Jay Young and Jordan Soto are joined by Jay Hatfield, CEO and founder of Infrastructure Capital Advisors, to break down the biggest macro themes investors are watching right now: oil price volatility, the Strait of Hormuz, OPEC supply, inflation expectations, possible Fed reform, rate cuts, AI-driven earnings, and where the market could go next.

From energy security to market psychology, this conversation helps investors, business owners, and energy professionals understand what today’s headlines could mean for the next 30 days, the next 12 months, and beyond.

What is The Jay Young Show?

Join Jay R. Young, who is part of four generations in the oil and gas industry, as he explores leadership and entrepreneurship, including in the oil and gas industry on The Jay Young Show. With deep family roots and industry experience, Jay delivers valuable insights on minimizing risk and maximizing returns. Each episode features engaging discussions on leadership principles, innovative investment strategies, and the latest industry trends. As the Founder and CEO of King Operating Corporation and author of the Forbes Book, "The Upside Of Oil And Gas Investing" Jay provides a unique blend of wisdom and cutting-edge thinking. Whether you’re an investor, industry professional, or curious about petroleum, tune in to gain actionable insights and thrive in the energy sector.