Stock Market Boom for 3 Months Followed by Deflationary Bust with Infinite Money Printing.
American Conservative University
English - August 30, 2021 10:00 - 48 minutes - 32.7 MB - ★★★★★ - 508 ratingsPolitics News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Stock Market Boom for 3 Months Followed by Deflationary Bust with Infinite Money Printing.
David Hunter: Fed Will Be Caught Between Inflation and Market Crash
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Jul 23, 2021
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Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. 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: [email protected] 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