David Hunter: The Epic Last Hurrah for the Markets

Palisades Gold Radio, Released on 3/23/23

0:00 - Introduction0:40 - Market Re-Cap4:29 - Meltup Rally Thesis7:27 - Timelines9:29 - Fed Policy & Liquidity16:30 - Policy Lag & Inflation20:00 - Rates & Liquidity23:12 - Politics & Powell29:00 - ECB/BOJ Pivots & Gold37:44 - Metals Reaction41:52 - Energy Prices46:40 - Overall Summary52:03 - Wrap Up

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.

david hunter, Fed, investing, stock market

David Hunter: The Epic Last Hurrah for the Markets added by Herman James on 03/22/2023View all posts by Herman James ?+'