Utopia or Dystopia? How to Invest Through 2029 Amid Elections, War, AI, Dollar Decline & Gold Surges

2 months ago
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Utopia or Dystopia? How to Invest Through 2029 Amid Elections, War, AI, Dollar Decline & Gold Surges

Featuring: David Hunter’ Contrarian Macro Strategist w/50 Years on Wall Street

As we approach the next decade, unprecedented economic and geopolitical challenges are at our doorstep. In this special podcast, I was joined by David Hunter, a seasoned macro strategist with five decades of Wall Street experience, to explore how family offices and investors can navigate this turbulent landscape.

This is a can’t miss in-depth conversation with one of Wall Street’s most experienced and contrarian voices!

We’ll delve into critical questions, including:

* You’ve predicted a significant market melt-up followed by a crash around 2025—what key factors drive your confidence in this timeline, and is there any scenario that would force you to reconsider?
* What specific economic or geopolitical signals would cause you to revise your forecast for a market collapse?
* The Federal Reserve’s data is often scrutinized. How do you differentiate between reliable data and noise in their reports?
* Which three economic indicators do you prioritize most in assessing market health, and why are they critical to your predictions?
* With BRICS nations moving toward a new payment system, when do you foresee the end of U.S. dollar dominance, and what will the global financial order look like post-dollar?
* Is hyperinflation a legitimate threat to U.S. assets, and if so, what would be the trigger point?
* You’ve warned of the biggest market crash in history 80%—how will this impact global markets, and will the rest of the world face similar devastation?
* For family offices with portfolios heavily denominated in U.S. dollars, how concerned should they be about currency risk as the dollar weakens?
* How do you assess leverage and counterparty risks for family offices, especially during a potential melt-up and subsequent downturn?
* What would cause the U.S. dollar to lose its reserve currency status, and what could realistically take its place within the next decade?
* Are commodities like gold, oil, and copper reliable hedges against inflation, and how do farmland and businesses with pricing power compare?
* Do you believe the price of gold is being suppressed, and if so, when will central banks stop hoarding gold, leading to a potential price explosion?
* Is Trump running against Kamala or is he running against a system that requires a candidate they can control, which means having original ideas is a disqualification?
* Are companies like Amazon, Meta, and Alphabet too entrenched to fail, or do you see vulnerabilities that could disrupt their dominance?
* If your predictions of a melt-up followed by a crash come true, will gold and silver miners outperform the commodities themselves, and why?

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