David Hunter: Leverage will Create the Largest Global Financial Crisis in History

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Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.

Talking Points From This Episode
- Parabolic melt-up into a secular top followed by an 80% bear market
- Global deflationary bust followed by an inflationary recovery cycle
- Dollar weakness now followed by big dollar rally during the bust
- Gold & silver emerging from 8 month consolidations with big upside directly ahead
- Oil to low $50s before a rally to $75 this summer and then falling to $10 in the bust
- Will see a huge commodity cycle following the bust

Time Stamp References:
0:00 - Introduction
0:40 - Surprises Last Year
2:30 - Q2 - Melt Up
5:48 - Bear Market Coming
8:00 - Leverage/Derivatives
9:31 - Dis-inflation
15:00 - Stagflation?
18:23 - Yield Curve Control
21:18 - Interest Rate Sensitivity
22:23 - Dollar Outlook
24:27 - Bust Timelines
26:45 - Bust & Metals/Miners
29:04 - Rates & Gold Price
31:55 - Biggest Bubbles
34:12 - Supercycles & Commodities
39:00 - Oil in the Next Cycle
41:02 - Currencies & Resets
44:57 - Investor Psychology
47:15 - Fundamentals & Sentiment
50:42 - 2nd Quarter Targets
53:36 - Concluding Thoughts

Guest Links
Email: [email protected]
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 #Gold #Silver #Oil #Commodites #Inflation #Deflation #Bust