Stock Market Boom for 3 Months Followed by Deflationary Bust with Infinite Money Printing.

Stock Market Boom for 3 Months Followed by Deflationary Bust with Infinite Money Printing.

David Hunter: Fed Will Be Caught Between Inflation and Market Crash


Jul 23, 2021

Palisades Gold Radio

73K subscribers

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. To subscribe to our newsletter and get notified of new shows, please visit Talking Points From This Episode - Semiconductor market and dependency on tech. - Parabolic melt-up into a secular top followed by an 80% bear market - Second wind in housing possible. - Global deflationary bust followed by an inflationary recovery cycle - Dollar weakness now followed by big dollar rally during the bust - Gold & silver emerging from consolidations with big upside directly ahead - Oil predictions and tight supply after the bust. Time Stamp References: 0:00 - Introduction 0:40 - Semiconductors 4:15 - Melt Up Analysis 6:21 - Top Pattern? 9:25 - High-Risk Economy 12:36 - Save Haven Assets? 15:00 - Dollar Outlook 17:00 - PM's During The Bust 18:20 - Inflation To Accelerate 22:13 - Spoofing/Manipulation 26:42 - Inflation Narratives 30:06 - Fed Maintain Control? 34:02 - Oil Predictions & ESG 40:57 - Industrial Recovery 43:36 - Metals & Mining Targets 46:33 - Wrap Up Guest Links Email: 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 #Commodites #Inflation #Dollar #Oil


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