David Hunter is the Chief Macro Strategist at Contrarian Macro Advisors with over 50 years of Wall Street experience. On the podcast, David revisits his December 2023 predictions that he made on the podcast regarding a market melt-up and offers insights into the market's recent turbulent activities. He shares his thoughts on the significant rallies and corrections in the S&P, NASDAQ, and DOW, along with his revised targets. David also discusses the outlook for bonds, currency movements and the potential effect of a Fed rate cut. Additionally, he reflects on the global economic landscape, addressing the possibility of an upcoming deflationary bust and its impact on financial markets.
Follow David Hunter - https://x.com/DaveHcontrarian
Sponsors:
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Chapters:
(00:00) Introduction and Guest Welcome
(00:59) Revisiting 2023 Predictions and Analysis
(05:22) Bull Market Dynamics
(07:47) Interest Rates and Economic Outlook
(20:02) Precious Metals and Commodities
(25:41) Investment Strategies and Caution
(39:32) Final Thoughts and Key Takeaways
Follow the Market bull:
Twitter - @TheMarketBullAU
Please note, that the topics and stocks discussed in this podcast are not financial or investment advice.
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