

“Massive Market Correction” is coming - Where will the money be made?
10 snips Aug 16, 2025
David Hunter, a bold macro strategist, joins to share his explosive market predictions. He anticipates a final equity melt-up followed by an 80% crash driven by excessive leverage and policy mistakes. Hunter warns of a looming global bust that could surpass the 2008 crisis, leading central banks to unleash trillions in stimulus. The conversation dives into the implications of outdated economic data collection, risks of political precedents, and the trajectory of commodities leading into the 2030s, urging listeners to rethink their investment strategies.
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Trump As A Deal-Driven Leader
- David Hunter describes President Trump's dealmaking style as a fast, deal-focused approach that cuts corners to achieve goals quickly.
- He contrasts that with traditional politicians and expects successors to use different tactics even if goals remain similar.
Government Data Is Archaic And Overemphasized
- Hunter and Jay criticize BLS methods as archaic and prone to large revisions because of delayed survey responses.
- They argue monthly jobs and CPI headlines are over-weighted by markets and policymakers despite being lagging indicators.
Leverage Could Turn A Recession Into A Bust
- David Hunter argues the global economy is headed toward a severe bust because leverage (debt and derivatives) far exceeds prior cycles.
- He expects this leverage to amplify a recession into a rapid, deep financial unwind lasting roughly 12–18 months.