David Hunter: The Next Crash will Force the Fed to Print 20 Trillion Dollars

3 months ago
623

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 bonds during and after the bust.

Time Stamp References:
0:00 - Introduction
0:58 - Feds Outlook & Markets
6:41 - Fed Vs Bond Markets
10:46 - Market Thesis Ahead
19:45 - FOMO or Fed Policy
22:56 - After Targets & 2025
26:46 - Feds Response to Bust
33:47 - Trillions & Inflation
42:18 - Hedges & Precious Metals?
46:48 - During/After the Bust
51:27 - End of Bond Markets?
55:00 - Remonetizing Scenarios
57:36 - Preserving Capital
1:04:53 - Commodities & Dollar
1:07:25 - 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.

Loading 4 comments...