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# IN 1 HOUR: Value Investing in a StagDeflationary World: Opportunities Across Large and Small Caps
- URL: https://www.leadlagreport.com/in-1-hour-value-investing-in-a-stagdeflationary/
- Published: 2025-10-06T16:31:36.000Z
- Updated: 2025-10-06T16:31:36.000Z
- Description: Sponsored By Infrastructure Capital
- Author: Michael A. Gayed, CFA
- Tags: Newsletter, #substack, #substack-type-newsletter, #substack-access-everyone, #Import 2026-07-17 08:13

**Hosted by:** *Michael A. Gayed, CFA* – *Portfolio Manager & Publisher of The Lead-Lag Report*  
**Guest Speaker:** *Jay Hatfield* – *CEO and Portfolio Manager, Infrastructure Capital Advisors, LLC*  
**Date & Time:** *TODAY | 1:30 PM – 2:30 PM EST*  
**Sponsor:** *Infrastructure Capital Advisors, LLC (InfraCap)*  
**CE Credit:** *1 CFP® Continuing Education Credit available*

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### Description

Join **Michael A. Gayed, CFA**, for an exclusive conversation with **Jay Hatfield**, CEO and Portfolio Manager of *Infrastructure Capital Advisors*, as they discuss the latest *economic and market outlook* from InfraCap’s research team.

[Register HERE.](https://us06web.zoom.us/webinar/register/WN%5FpG79JC9WRZiAconBu%5F7K-Q?ref=leadlagreport.com#/registration)  
  
This one-hour session will explore why InfraCap sees the U.S. economy moving toward a **“StagDeflation”** environment—where slowing money supply growth and falling inflation could reshape asset performance across equities and fixed income.

Jay will share insights from InfraCap’s October *Economic & Markets Outlook*, including:

- Why the **monetary base** is the true leading indicator for inflation and GDP growth.
- How **tariffs and fiscal adjustments** may prove disinflationary rather than inflationary.
- The case for **value investing** across both large-cap dividend payers and small-cap income stocks.
- InfraCap’s latest **S&P 500 target** and implications for bond and equity positioning.
- Opportunities in **high-yield and preferred securities** amid an easing rate environment.

Michael and Jay will also discuss tactical allocation ideas for income-focused investors navigating today’s shifting macro backdrop, including the role of active management and diversification across sectors such as energy infrastructure, financials, and real estate.

[Register HERE.](https://us06web.zoom.us/webinar/register/WN%5FpG79JC9WRZiAconBu%5F7K-Q?ref=leadlagreport.com#/registration)

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### Who Should Attend

Financial advisors, portfolio managers, and investors seeking actionable insights on income generation, equity valuation, and macro trends affecting both growth and value strategies.

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### Disclosures

This webinar is for informational purposes only and does not constitute investment advice. Views expressed are those of the speakers and may not reflect those of any affiliated entities. Investing involves risk, including possible loss of principal. CFP® CE credit is available to participants who attend the full session and complete required documentation.