On this episode of The Jay Martin Show, macro strategist David Hunter returns to share his bold forecast for markets, the economy, and commodities. David outlines why he sees a final parabolic melt-up in equities before an 80% market crash, what he calls a “global bust” driven by unprecedented leverage and policy error, and how central banks will respond with trillions in stimulus—triggering a commodities supercycle into the 2030s. From state capitalism in the U.S. to the risk of a global financial system reset, this conversation covers the roadmap, the risks, and the opportunities ahead.
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00:00 – Intro
02:17 – Trump’s economic tactics and global precedent
05:31 – Precedent risk in political power grabs
12:04 – BLS jobs data controversy and Trump’s response
16:21 – Outdated economic data collection methods
19:28 – Global economic thesis: the path to a “global bust”
22:12 – Why the next downturn could eclipse 2008–09
26:51 – What will trigger the bust?
29:22 – Central bank policy errors and slow stimulus response
33:19 – How a $20 trillion Fed balance sheet expansion could play out
38:27 – Post-bust monetary dominance and inflation surge
44:56 – How investors can protect capital before the downturn
51:31 – Why metals and “safe” equities won’t be spared in the bust
54:49 – Commodity supercycle: oil, copper, gold, silver
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