David Hunter: Leverage will Create the Largest Global Financial Crisis in History

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.

Talking Points From This Episode

Parabolic melt-up into a secular top followed by an 80% bear marketGlobal deflationary bust followed by an inflationary recovery cycleDollar weakness now followed by big dollar rally during the bustGold & silver emerging from 8 month consolidations with big upside directly aheadOil to low $50s before a rally to $75 this summer and then falling to $10 in the bustWill see a huge commodity cycle following the bust

Time Stamp References:0:00 - Introduction0:40 - Surprises Last Year2:30 - Q2 - Melt Up5:48 - Bear Market Coming8:00 - Leverage/Derivatives9:31 - Dis-inflation15:00 - Stagflation?18:23 - Yield Curve Control21:18 - Interest Rate Sensitivity22:23 - Dollar Outlook24:27 - Bust Timelines26:45 - Bust & Metals/Miners29:04 - Rates & Gold Price31:55 - Biggest Bubbles34:12 - Supercycles & Commodities38:58 - Oil in the Next Cycle41:02 - Currencies & Resets44:57 - Investor Psychology47:00 - Fundamentals & Sentiment50:42 - 2nd Quarter Targets53:36 - Concluding Thoughts

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.