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?EUR< - Introduction0:40?EUR< - Surprises Last Year2:30?EUR< - Q2 - Melt Up5:48?EUR< - Bear Market Coming8:00?EUR< - Leverage/Derivatives9:31?EUR< - Dis-inflation15:00?EUR< - Stagflation?18:23?EUR< - Yield Curve Control21:18?EUR< - Interest Rate Sensitivity22:23?EUR< - Dollar Outlook24:27?EUR< - Bust Timelines26:45?EUR< - Bust & Metals/Miners29:04?EUR< - Rates & Gold Price31:55?EUR< - Biggest Bubbles34:12?EUR< - Supercycles & Commodities39:00?EUR< - Oil in the Next Cycle41:02?EUR< - Currencies & Resets44:57?EUR< - Investor Psychology47:15?EUR< - Fundamentals & Sentiment50:42?EUR< - 2nd Quarter Targets53:36?EUR< - Concluding Thoughts
David Hunter is Chief Macro Strategist at Contrarian Macro Advisors. He is an 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.