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.
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KKR + Apollo (KKR | APO)
- Trump just turned the M&A spigot to “normal.” Realizations = fee tsunami.
- Both just proved zero exposure to the receivable-fraud cockroaches.
- KKR $200 target, Apollo $200 target; both trade ~$116 tonight.
- World-class brands at 70 % off. Close your eyes, buy, reopen in 2045.
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Amazon (AMZN)
- Andy Jassy is robotizing warehouses and monetizing every cardboard box.
- AWS flipped from 18 % to 20 % growth last week; street missed the memo.
- $300 target while it sits at $250. Still the cheapest big-tech compounder.
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Marvell Technology (MRVL)
- CEO hid hyperscaler roadmaps on purpose; backlog is actually nuclear.
- Insiders bought the dip hand-over-fist from $65 → $90 in a week.
- $120 target on a PEG half of Broadcom. Same AI custom chips, half the price.
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