David Hunter: The Epic Last Hurrah for the Markets
Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.
Talking Points From This Episode
- The coming global bust and why inflation will persist.
- We’re in the last decade of a forty plus year supercycle.
- His thoughts on energy in the near-term and during the bust.
Time Stamp References:
0:00 – Introduction
0:40 – Market Re-Cap
4:29 – Meltup Rally Thesis
7:27 – Timelines
9:29 – Fed Policy & Liquidity
16:30 – Policy Lag & Inflation
20:00 – Rates & Liquidity
23:12 – Politics & Powell
29:00 – ECB/BOJ Pivots & Gold
37:44 – Metals Reaction
41:52 – Energy Prices
46:40 – Overall Summary
52:03 – Wrap Up
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.