Bullish Momentum to Continue with 'Melt-Up' to All-Time Highs with David Hunter

Interview recorded - 28th of June, 2023

On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter for a third time. 

During our conversation we spoke about whether the Melt-Up is still on, what will influence it, which sectors will benefit from this and why the market is still so bearish. I hope you enjoy!

0:00 - Introduction
1:00 - Does David think Melt-Up is still on?
3:10 - Why will the S&P hit 6-7,000?
8:20 - Defensive investors forced to enter stock market?
11:10 - Drain of liquidity
12:35 - Concerned about concentration of market?
14:30 - Economic support or market driven?
18:25 - Worst after the FED cuts?
22:34 - Fundamentals driving Melt-up
27:09 - Bull market is currently contrarian
29:40 - One message to takeaway from conversation?

Investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. My strong macro capabilities combined with a contrarian philosophy have allowed me 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. Accomplished stock picker and value-oriented portfolio manager.

David Hunter - 

Twitter - https://twitter.com/DaveHcontrarian
LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/

WTFinance -

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iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
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