Monday Apr 03, 2023
The Market Meltup Rally Followed by The Global Bust and Inflation will Persist. Experienced Investment Professional David Hunter.
David Hunter: The Epic Last Hurrah for the Markets
Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.
Talking Points From This Episode - The coming global bust and why inflation will persist. - We're in the last decade of a forty plus year supercycle. - His thoughts on energy in the near-term and during the bust.
94.1K subscribers
24,017 views Mar 23, 2023 #Liquidity #Debt #Markets
Palisade Radio Links: ► Website & Newsletter: https://palisadesradio.ca ► Rumble: https://rumble.com/c/c-1586024 ► Odysee: https://odysee.com/@PalisadesGoldRadio:c
Time Stamp References: 0:00 - Introduction 0:40 - Market Re-Cap 4:29 - Meltup Rally Thesis 7:27 - Timelines 9:29 - Fed Policy & Liquidity 16:30 - Policy Lag & Inflation 20:00 - Rates & Liquidity 23:12 - Politics & Powell 29:00 - ECB/BOJ Pivots & Gold 37:44 - Metals Reaction 41:52 - Energy Prices 46:40 - Overall Summary 52:03 - Wrap Up Guest Links Email: Dhunter31@gmail.com Twitter: https://twitter.com/DaveHcontrarian 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 #Markets #Meltup #Fed #Liquidity #FedPolicy #Debt #Ponzi #Inflation #GlobalBust #Oil
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