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Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.
Talking Points From This Episode
– Parabolic melt-up into a secular top followed by an 80% bear market
– Global deflationary bust followed by an inflationary recovery cycle
– Dollar weakness now followed by big dollar rally during the bust
– Gold & silver emerging from 8 month consolidations with big upside directly ahead
– Oil to low $50s before a rally to $75 this summer and then falling to $10 in the bust
– Will see a huge commodity cycle following the bust
Time Stamp References:
0:00 – Introduction
0:40 – Surprises Last Year
2:30 – Q2 – Melt Up
5:48 – Bear Market Coming
8:00 – Leverage/Derivatives
9:31 – Dis-inflation
15:00 – Stagflation?
18:23 – Yield Curve Control
21:18 – Interest Rate Sensitivity
22:23 – Dollar Outlook
24:27 – Bust Timelines
26:45 – Bust & Metals/Miners
29:04 – Rates & Gold Price
31:55 – Biggest Bubbles
34:12 – Supercycles & Commodities
39:00 – Oil in the Next Cycle
41:02 – Currencies & Resets
44:57 – Investor Psychology
47:15 – Fundamentals & Sentiment
50:42 – 2nd Quarter Targets
53:36 – Concluding Thoughts
Guest Links
Email: [email protected]
Twitter:
David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 21 years as a sell-side strategist with robust macroeconomic analysis and portfolio management expertise. His strong macro capabilities, combined with a contrarian philosophy, have allowed him 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.
#DavidHunter #Gold #Silver #Oil #Commodites #Inflation #Deflation #Bust .
Images related to the topic a financial history of the world
David Hunter: Leverage will Create the Largest Global Financial Crisis in History
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#David #Hunter #Leverage #Create #Largest #Global #Financial #Crisis #History
David Hunter: Leverage will Create the Largest Global Financial Crisis in History
a financial history of the world
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