In the Money with Amber Kanwar

E81 - The Trump Effect: Why Wall Street is Repricing Everything

Published: November 6, 2025

Duration: 55:04

The Trump Trade is shaping the market right now. In this episode of In the Money with Amber Kanwar we sit down with Infrastructure Capital Management CEO Jay Hatfield to break down how the current wave of tariffs, deregulation, and government-backed investing is moving markets — and creating opportunities — in surprising places. From Washington’s national security bets to Silicon Valley’s political flip, this episode unpacks what the “Trump trade” means for stocks, sectors, and your portfolio.

Hatfield explains why America’s push into strategic industries like resources, chips, and AI is creating clear winners — and how to position your...