David Hunter: The Coming Melt-Up Before the Global Bust скачать в хорошем качестве

David Hunter: The Coming Melt-Up Before the Global Bust

Tom welcomes back, David Hunter, a contrarian macro strategist with 52 years of experience. Hunter provides a comprehensive outlook on the current market and economic landscape. He believes the markets are in the final period of a 43-year secular bull market. Timestamps: 0:00:00 - Introduction 00:00:48 - Melt-Up Phase Outlook 00:05:35 - Secular Top, Drivers? 00:07:20 - Mkt. Confidence & Big Money 00:09:44 - Earnings, Housing & Jobs 00:12:28 - Rates & Foreign Buyers 00:15:30 - The Top, Timeframes 00:18:13 - Market Behavior & Debt 00:28:59 - Final Top - Gold & BTC 00:32:30 - Mining Sector Targets 00:36:00 - Global Bust Structure 00:40:12 - Supply Side Economics 00:49:48 - Conflict & Hard Times 00:52:40 - NATO Vs. Putin, Europe 00:55:03 - Fiscal Stimulus Scenario? 00:58:10 - Money Printer is Coming 01:04:32 - Concluding Thoughts Guest Links: Email: mailto:Dhunter31@gmail.com X: https://x.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. #Contrarian, #Macro, #Secularbullmarket, #Meltup, #Institutionalinvestors, #Retailinvestors, #Softlanding, #Recession, #Fedpolicy, #Inflation, #Trumppolicies, #Supplysideeconomics, #Globalbust, #Monetarypolicy, #Fiscalpolicy, #Commoditysupercycle, #Hyperinflation