David Hunter: Rip-Roaring Final Leg to this Bull Market before Global Bust
Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.
Talking Points From This Episode
- Expecting a melt-up in the markets.
- Types of market manipulation.
- Predictions for the oil markets.
- Thoughts on the coming global bust.
- Fed policies and Chairman Powell.
- We are living outside our means.
- Concerns around bonds and utilities.
Time Stamp References:
0:00 – Introduction
0:45 – Market Thoughts
2:36 – Gold Expectations
4:45 – Manipulation/Spoofing
5:49 – Gold, Inflation & Rates
9:55 – PPI & Inflation Outlook
16:53 – Oil & Inflation
19:09 – Copper & Supercycle
22:46 – Dollar & Global Demand
28:07 – Currencies & Gold Backing
31:16 – Melt-Up Scenario
34:56 – Equities, Profits & Banks
38:01 – Global Bust Timeframes
39:50 – Noise & Indicators
45:51 – Psychology & Momentum
46:36 – Fed Chair Powell
53:07 – Concluding Thoughts
David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 22 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.