Palisades Gold Radio David Hunter: The Coming Melt-Up Before the Global Bust
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Jul 15, 2025 
David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, shares his extensive insights into the current economic landscape. He predicts a nearing melt-up phase before a significant market downturn, emphasizing the importance of gold as a hedge. Hunter discusses the precarious balance of investor confidence and the risks tied to rising debt and interest rates. He highlights the fragility of global economies, the effects of reshoring on commodity prices, and asserts that navigating these turbulent waters requires keen insight and a contrarian approach.
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Final Parabolic Market Leg
- The market is heading into the final parabolic leg of a 43-year secular bull market, potentially reaching a top this year.
- Institutional investors remain cautious, providing a wall of worry that fuels the market advance.
Confidence from Policy and Earnings
- Market confidence will rise as Wall Street embraces pro-growth Trump policies and inflation fears subside.
- Earnings growth and declining interest rates will support this optimistic narrative.
Rates Drop Boosts Economy Sectors
- Interest rates are expected to decline sharply over the next few months, reviving housing and auto sectors.
- Lower rates will temporarily mitigate recession fears and boost market confidence despite economic slowing.