The Outlier Trading Podcast David Hunter Final Warning The Melt Up Before the Global Bust | The Outlier Podcast
Jul 26, 2025
David Hunter, a contrarian investment strategist, shares his insights on the current market dynamics and future predictions. He discusses the potential for a market 'melt-up' driven by sentiment and bond market shifts before a looming global downturn. Hunter emphasizes the transformative role of AI on valuations and consumer spending trends. He also offers optimism for gold and silver, suggesting they might thrive in tandem with rising equity markets. Additionally, he navigates the complexities of Bitcoin's future amidst growing institutional adoption.
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Hunter's Bold Market Prediction
- David Hunter didn't expect the 20% market drop after Liberation Day; he predicted a smaller pullback.
- His unique targets have been more accurate as the market moved higher than most expected.
Sentiment Drives Market Moves
- Sentiment plays a crucial role in market movements, fueling an optimistic melt-up.
- Despite tariff shocks, extreme pessimism created fuel for a stronger market rebound and raised index targets.
Small Caps To Outperform
- Hunter expects small caps (Russell) to outperform due to lagging behind.
- Lower interest rates will disproportionately benefit small-cap stocks compared to larger indexes.