Sign up today to be the first to receive our exclusive Uranium report and our 3 top picks for 2019 and beyond
Click Here to Sign Up for Our Uranium Report

David Hunter: Bond Market is Going to Force the Fed to Pivot

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.

Talking Points From This Episode

  • The markets are bottoming, fear is high, and from here the bond markets will be setting the tone.
  • Expectations for the Fed and the likelihood of them over-correcting.
  • The coming melt-up rally, its causes, and the effects of supercycles.
  • David’s energy forecasts were affected by the Ukraine conflict as were other commodities but he expects the effect to be short-lived.
  • De-dollarization and why the dollar may be topping.
  • Targets for precious metals during the melt-up.
  • The bust and how an 80% bear market will shape out.

Time Stamp References:
0:00 – Introduction
0:41 – Recent Corrections?
4:50 – Melt-Up Rally
8:58 – Fed & Hiking Problems
10:35 – Rates & Housing
12:55 – CPI Figures
15:38 – Energy & Inflation
17:51 – Market & Cycle Calls
22:54 – Investor Sentiment
31:00 – Ukraine & The U.S. Dollar
36:38 – Metals & Relative Strength
38:54 – The Deflationary Bust
42:34 – Wrap Up

Guest Links

David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 21 years as a sell-side strategist with robust macroeconomic analysis and portfolio management expertise. His strong macro capabilities, combined with a contrarian philosophy, have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd.

Sign Up For Our 2019 Uranium Report
Sign Up For Our Newsletter