Some days the market is in a good mood. Other days, not so much. One session is about AI excitement. The next is about war, tariffs, or recession fears. For investors trying to stay positioned through all of it, the bigger question is how to build a portfolio that works in both kinds of markets. In the latest episode of Ticker Take,I spoke with Jay Hatfield, CEO of Infrastructure Capital Advisors, about a strategy designed to do exactly that.