Markets feel expensive. Headlines feel loud. Emotions feel elevated.
On this episode of The Jay Young Show, Jay Young is joined by Jay Hatfield, CEO & Portfolio Manager at Infrastructure Capital Advisors — one of the rare investors who has experienced nearly every corner of Wall Street: CPA ➝ investment banker ➝ hedge fund PM ➝ real asset investor.
With almost 30 years of experience investing through multiple market cycles, Jay Hatfield brings a long-term, income-focused perspective shaped by bubbles, crashes, rate shocks, and shifting investor psychology.
In this conversation, we discuss:
- What feels genuinely different about today’s markets — and what feels very familiar
- Why income investing is back in focus after a decade dominated by growth
- Why real and hard assets tend to matter more during periods of uncertainty
- Where Wall Street may be mispricing risk and opportunity today
- How emotions like fear, anger, and bitterness quietly damage investor decision-making
- What principle long-term investors should anchor to when markets feel noisy and polarized
Rather than chasing headlines, this episode focuses on discipline, temperament, and durability — the traits that compound over full market cycles.
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.