Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.
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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 - Introduction
0:40 - Semiconductors
4:15 - Melt Up Analysis
6:21 - Top Pattern?
9:25 - High-Risk Economy
12:36 - Save Haven Assets?
15:00 - Dollar Outlook
17:00 - PM's During The Bust
18:20 - Inflation To Accelerate
22:13 - Spoofing/Manipulation
26:42 - Inflation Narratives
30:06 - Fed Maintain Control?
34:02 - Oil Predictions & ESG
40:57 - Industrial Recovery
43:36 - Metals & Mining Targets
46:33 - 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.
DavidHunter #Gold #Silver #Commodites #Inflation #Dollar #Oil
To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca
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 - Introduction
0:40 - Semiconductors
4:15 - Melt Up Analysis
6:21 - Top Pattern?
9:25 - High-Risk Economy
12:36 - Save Haven Assets?
15:00 - Dollar Outlook
17:00 - PM's During The Bust
18:20 - Inflation To Accelerate
22:13 - Spoofing/Manipulation
26:42 - Inflation Narratives
30:06 - Fed Maintain Control?
34:02 - Oil Predictions & ESG
40:57 - Industrial Recovery
43:36 - Metals & Mining Targets
46:33 - 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.
DavidHunter #Gold #Silver #Commodites #Inflation #Dollar #Oil
