David Hunter: The Epic Last Hurrah for the Markets

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. 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 - Introduction0:40 - Market Re-Cap4:29 - Meltup Rally Thesis7:27 - Timelines9:29 - Fed Policy & Liquidity16:30 - Policy Lag & Inflation20:00 - Rates & Liquidity23:12 - Politics & Powell29:00 - ECB/BOJ Pivots & Gold37:44 - Metals Reaction41:52 - Energy Prices46:40 - Overall Summary52:03 - Wrap Up Guest LinksEmail: [email protected]: 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.