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David Hunter: The Next Crash will Force the Fed to Print 20 Trillion Dollars
Manage episode 434452767 series 1521655
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.
861 episodes
Manage episode 434452767 series 1521655
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.
861 episodes
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