Investor Playbook: Treasuries and Active Positioning

💡Markets may soar before they bust. Make sure your portfolio is ready for both. Get a free portfolio review with one of Wealthion’s endorsed financial advisors: https://bit.ly/4oJ5JJU

Contrarian Macro Advisors’ David Hunter joins Maggie Lake to deliver one of the boldest market and macro outlooks yet. Hunter argues we’re entering the final, euphoric melt-up of a 43-year secular bull market, a rally he believes could send the S&P 500 toward 9,500 in the coming months. But this “last hurrah,” he warns, will be followed by a deflationary global bust worse than 2008, the result of record leverage, fragile banks, policymakers who hesitate to act and a fed finally unleashing massive amounts of liquidity via QE.

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Chapters:
1:04 - Big Picture: David’s Macro Outlook into the New Year

2:28 - Market Leadership: Will Tech Keep Dominating or Finally Pass the Baton?

4:13 - What’s Fueling This Rally: Fed Policy, FOMO, or Something Deeper?

6:18 - Falling Yields, Rising Risks: Why Easy Money Isn’t the Whole Story

8:35 - The Melt-Up Roadmap: From Euphoria to the Coming Bust

11:20 - The Breaking Point: What Could Suddenly Flip the Market?

12:48 - Politics and Policy Paralysis: Can Washington Handle What’s Coming?

19:50 - Hidden Leverage: Where the Real Systemic Risk Lurks Now

22:14 - Bond Market Shock: Are We Heading Back to Zero Rates?

24:24 - Duration Dilemma: Why Long Bonds Could Bite Back Later

27:24 - Precious Metals in Focus: Is Gold the Smart Hedge Again?

31:06 - Gold vs. Silver: Which Offers the Bigger Upside Now?

34:58 - ⭐️Wealthion Golden Nugget: Signals That Would Break David’s Thesis

41:48 - The Investor’s Playbook: How to Survive, and Thrive, Through the Bust

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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