David Hunter: The Epic Last Hurrah for the Markets

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

*Palisade Radio Links:*
► Website & Newsletter: https://palisadesradio.ca
► Rumble: https://rumble.com/c/c-1586024
► Odysee: https://odysee.com/@PalisadesGoldRadio:c

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.

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: [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 #Markets #Meltup #Fed #Liquidity #FedPolicy #Debt #Ponzi #Inflation #GlobalBust #Oil