Tom welcomes back, David Hunter, a contrarian macro strategist with 52 years of experience. Hunter provides a comprehensive outlook on the current market and economic landscape. He believes the markets are in the final period of a 43-year secular bull market.
Timestamps:
00:00:00 – Introduction
00:00:48 – Melt-Up Phase Outlook
00:05:35 – Secular Top, Drivers?
00:07:20 – Mkt. Confidence & Big Money
00:09:44 – Earnings, Housing & Jobs
00:12:28 – Rates & Foreign Buyers
00:15:30 – The Top, Timeframes
00:18:13 – Market Behavior & Debt
00:28:59 – Final Top – Gold & BTC
00:32:30 – Mining Sector Targets
00:36:00 – Global Bust Structure
00:40:12 – Supply Side Economics
00:49:48 – Conflict & Hard Times
00:52:40 – NATO Vs. Putin, Europe
00:55:03 – Fiscal Stimulus Scenario?
00:58:10 – Money Printer is Coming
01:04:32 – Concluding Thoughts
Guest Links:
Email: mailto:Dhunter31@gmail.com
X: https://x.com/DaveHcontrarian
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.
