Jay Hatfield discusses his price targets for the S&P 500 as it approaches 7K. He digs into the underlying multiples and why as long as corporate tax rates remain low, the market can keep heading upwards. He believes that the AI bubble will pop in “5 years” and thinks investors should benefit while the going is good. His stock picks include the private equity firms KKR (KKR), Apollo Global (APO), and Jefferies (JEF).