David Hunter, Chief Macro Strategist of Contrarian Macro Investors, is doubling down on his market melt-up forecast, calling for the S&P 500 to test 7,000 before the melt-up ends. A global deflationary bust follows.
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David Hunter's interview with me last year: • Stocks Will ‘Melt-Up’ 70% This Year B...
*This video was recorded on May 1, 2024
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0:00 - Intro
1:33 - Market melt-up summary
8:40 - Fed monetary policy
11:36 - Trigger for market rally
16:54 - Inflation
21:05 - Small caps
23:05 - Sectors that will out/underperform
26:30 - Gold
29:23 - U.S. dollar
30:44 - Yield and bonds
34:44 - Global deflationary bust
43:55 - Bank failures
