Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.
Talking Points From This Episode- Semiconductor market and dependency on tech.- Parabolic melt-up into a secular top followed by an 80% bear market- Second wind in housing possible.- Global deflationary bust followed by an inflationary recovery cycle- Dollar weakness now followed by big dollar rally during the bust- Gold & silver emerging from consolidations with big upside directly ahead- Oil predictions and tight supply after the bust.
Time Stamp References:0:00 - Introduction0:40 - Semiconductors4:15 - Melt Up Analysis6:21 - Top Pattern?9:25 - High-Risk Economy12:36 - Save Haven Assets?15:00 - Dollar Outlook17:00 - PM's During The Bust18:20 - Inflation To Accelerate22:13 - Spoofing/Manipulation26:42 - Inflation Narratives30:06 - Fed Maintain Control?34:02 - Oil Predictions & ESG40:57 - Industrial Recovery43:36 - Metals & Mining Targets46:33 - Wrap Up
David Hunter is Chief Macro Strategist at Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management.