Podcasts about contrarian macro advisors

In this interview, David Hunter, Chief Market Strategist at Contrarian Macro Advisors, shares his bold predictions on the global economy, stock markets, and the looming financial crisis. He discusses the potential for a recession worse than 2008, the Fed's policy mistakes, and why he believes the market will first skyrocket before experiencing a major collapse.Hunter also dives into his gold and silver price targets, the impact of tariffs on inflation, and why he sees a significant drop in the US dollar coming soon.#gold #silver #money ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

In this interview, David Hunter, Chief Market Strategist at Contrarian Macro Advisors, shares his insights on the current state of the markets, economic outlook, and potential risks ahead. He discusses the ongoing 42-year bull market, the possibility of a market collapse due to high leverage in the system, and his predictions for gold, silver, and the global economy. Hunter also addresses the impact of recent macroeconomic shocks, including China's stimulus and geopolitical tensions in the Middle East. Viewers can expect a deep dive into Hunter's contrarian views on market trends and economic forecasts. ENJOY!! #gold #silver #money ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

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 bonds during and after the bust. Time Stamp References:0:00 - Introduction0:58 - Feds Outlook & Markets6:41 - Fed Vs Bond Markets10:46 - Market Thesis Ahead19:45 - FOMO or Fed Policy22:56 - After Targets & 202526:46 - Feds Response to Bust33:47 - Trillions & Inflation42:18 - Hedges & Precious Metals?46:48 - During/After the Bust51:27 - End of Bond Markets?55:00 - Remonetizing Scenarios57:36 - Preserving Capital1:04:53 - Commodities & Dollar1:07:25 - Wrap Up Guest Links:Email: Dhunter31@gmail.comTwitter: 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.

In this episode of the Coin Stories podcast with guest David Hunter, powered by Bitdeer Technologies Group (NASDAQ: BTDR), we discuss: David's forecast of a parabolic melt-up this year followed by a global bust What's in store for equities, bonds, gold, and commodities? What will break and cause a deflationary crash? Has David's take on Bitcoin evolved? Will it survive a major bust? ---- Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com.  ---- David Hunter is the chief strategist at Contrarian Macro Advisors. The macro strategist with nearly 50 years on Wall Street is well known for predicting a final melt-up stage of the market cycle before a historic crash that rivals 1929. Follow David on X https://twitter.com/davehcontrarian  ---- Natalie's Promotional Links:  Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://unchained.com/?utm_campaign=natalie promo code Natalie Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at  https://b.tc/conference Get 5% off your Bitcoin cold storage solutions at Coinkite, including the Coldcard wallet: https://store.coinkite.com/promo/COINSTORIES Master Bitcoin Self-Custody and gain peace of mind with the help of The Bitcoin Way. https://www.thebitcoinway.com/partners/natalie-brunell https://bitcointreasuries.net/ is the best and most up-to-date source of Bitcoin holdings by publicly traded companies, ETFs, governments and other entities. It is community maintained, and you can be a contributor. Check out the amazing graphs! CrowdHealth offers the Bitcoin community alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie  Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

A short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 -- the same day it was recorded. The full episode and transcript were made available to premium subscribers the following day. Become a premium subscriber by signing up on our Substack or Supercast. David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds. Not investment advice. Content Highlights Views on the bond market (1:31); The Federal Reserve will likely pause again at its next meeting, on Nov. 1 (6:41); Views on stocks (11:30); Once consensus emerges that the Fed is 'done' it will remove a major wall of worry and headwind the magnitude of which few are anticipating... (16:14); Targets for S&P 500, Nasdaq, Dow Industrials, 10-year yields... (21:21); How the 'bust' scenario will play out (27:02), To contact David Hunter and find out about subscribing to his newsletter, you need to send him a direct message on Twitter. His handle is @DaveHContrarian. The host will not forward your messages.

David Hunter- Stock Market to ‘Melt Up' at Least 36% By October then Crash 80% Economist who forecast 2020 rally says S&P will ‘melt up' at least 36% by Oct before global ‘bust' Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews David Hunter, Chief Macro Strategist at Contrarian Macro Advisors who says Markets will rally by October before a major ‘bust'. Hunter argues that we are reaching the peak of a 41-year secular bull cycle and gives his outlook for the global economy over the next 7 years and his forecasts for various assets including stocks, bonds, oil, gold and silver. Watch this interview at- https://youtu.be/eEkFruysx5Q Kitco NEWS 601K subscribers 222,066 views Jun 19, 2023 #recession #stocks #investing 0:00 - Correct calls 3:47 - Macro forecast 5:32 - Market 'melt up' by October 11:49 - Sectors which will breakout 14:10 - Precious metals 18:47 - Central bank policy 30:48 - Global deflationary bust 34:58 - Banking collapse 40:20 - Investment implications 45:12 - Forecast for 2030 49:15 - Commodity supercycle 56:03 - Challenges to thesis 58:04 - Long-term prediction 1:00:38 - CBDCs and sinister agendas

David Hunter is the chief strategist at Contrarian Macro Advisors. The macro strategist with nearly 50 years on Wall Street is well known for predicting a final melt up stage of the market cycle before a historic crash that rivals 1929.   We discuss: - Where is the stock market melt-up and deflationary bust David has been forecasting? - Recession or soft landing? - Families living on credit cards  - Why our debt is unsustainable - Is Bitcoin taking some of gold's market share?   -- Follow David on Twitter https://twitter.com/davehcontrarian -- Partners: Coin Stories is powered by  @Swan_Bitcoin  the best way to build your Bitcoin stack with automated Bitcoin savings plans and instant purchases. Swan serves clients of any size, from $10 to $10M+. Visit https://www.swanbitcoin.com/nataliebrunell for $10 in Bitcoin when you sign up. If you are planning to buy more than $100,000 of Bitcoin over the next year, the Swan Private team can help.  -- BITCOIN AMSTERDAM is back for a second year this October. Get your tickets at https://b.tc/conference/amsterdam and use code HODL for 10% off. BITCOIN 2024 by  @BitcoinMagazine  will officially be held on July 25-27 in Nashville! Check out the highlights from Bitcoin 2023 in Miami Beach, and get your 2024 early bird pass at a steep discount at https://b.tc/conference. Use code HODL for 10% off.  -- Fold is the best Bitcoin rewards debit card and shopping app in the world. Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie and you can get up to 10,000 satoshis when you sign up for Fold and Fold+ and spend $20 on  the card.  -- I'm proud to partner with  @CoinkiteInc  your go-to tech company for top-notch Bitcoin custody solutions. The ColdCard wallet offers a safe haven for your Bitcoin, securely storing your digital assets offline. Coinkite recently introduced Tapsigner, an NFC wallet key ideal for easily setting up multisig wallets or Satscard, the best gift you can give to someone brand new to Bitcoin. And keep an eye on the Bitcoin sphere with the BlockClock, a custom desk clock displaying real-time Bitcoin blockchain stats. Coinkite's mission? Making Bitcoin user-friendly while championing decentralization. Remember, your financial control matters. Check out Coinkite's offerings, and take the step towards accessible Bitcoin management. Get 5% off using my link https://store.coinkite.com/promo/COINSTORIES  -- CrowdHealth offers the Bitcoin alternative to health insurance. When you have a health need, CrowdHealth negotiates down the cost of your medical bill and then crowdfunds the balance from the community. The rest of the money you would have spent on insurance and healthcare costs? Yours to keep! https://www.joincrowdhealth.com/natalie to sign up. -- The Orange Pill App is building the social layer for Bitcoin and creating opportunities for in-person connections and building community. Connect with HODLers and Bitcoin events based on your location. Download The Orange Pill App and more at http://signup.theorangepillapp.com/opa/natbrunell. -- If you're looking for the highest-quality sustainable pork, steak and seafood products, look no further than Campo Grande. Their animals are raised on family-owned farms and are antibiotic-free, hormone-free, slow-growth, and carbon negative. For $20 off Campo Grande boxes use code HODL: https://eatcampogrande.com/HODL -- OTHER RESOURCES  Natalie's website https://talkingbitcoin.com/ -- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/  Cash App $CoinStories  BTC wallet bc1ql8dqjp46s4eq9k3lxt0lxzh6f2wcu35cl6944d -- FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell Instagram https://www.instagram.com/nataliebrunell Linkedin https://www.linkedin.com/in/nataliebrunell -- Producer: Aron Bender https://www.linkedin.com/in/aron-bender/  -- DISCLAIMER This show is for entertainment purposes only and does not give financial advice. Before making any decisions consult a professional. #bitcoin #cryptocurrency #money

Episode 82: On today's show I speak with a very well known contrarian, David Hunter! David is a chief contrarian macro strategist with Contrarian Macro Advisors and has over 48 years of successful experience in the financial markets. He is known for his contrarian and cyclical views on the economy and the markets and has an excellent track record for using data to predict markets. What does David foresee for 2023? A Melt Up with potential for S&P to 7000! What does David foresee for 2024? Economic Bust! What about 2030s? Watch to find out plus the how, when, and why of David's forecasting.   ➡️Contact David Hunter on Twitter: www.twitter.com/davehcontrarian ➡️Contact David Hunter on LinkedIn: https://www.linkedin.com/in/david-hunter-668ba015   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com   THINK Different with Rosanna ©️ 2022-2023

David Hunter (@DaveHcontrarian), Chief Macro Strategist at Contrarian Macro Advisors, joins Julia La Roche on episode 83 to discuss his forecast for the market and economy. Hunter, who's been in markets for 50 years, is calling for the end of a 41-year bull market. He expects the market will continue to melt up, forecasting the S&P peak at 6,000 to 7,000 before a global bust.  He's also bullish on gold, calling for $3,000 by the end of the year. He also made a case for why gold could soar to $20,000 in the decade's second half.  0:00 Intro  0:40 Becoming a contrarian  2:40 Macro view  5:18 Stock market is one of the best leading indicators  8:40 What is the market forecasting?  11:22 Another melt up in the market  16:39 Calling for the end of a 41-year bull market 18:24 Economic and market cycles  20:17 Global bust forecast for 2024 23:05 Forecasting S&P peaking at 6,000-7,000, before 80% drop 29:00 Deflation 34:30 Bullish gold, calling for gold $3,000 this year, $20,000 second half of the decade 41:00 Outlook for the U.S. Dollar  44:00 Treasuries  47:00 The debt is ‘a giant Ponzi scheme' 49:20 Challenge to the thesis  52:30 Parting thoughts  

David Hunter: stock market melt up, gold $20,000 and silver $400 https://youtu.be/CMnh78DgZfE Small Caps 56,714 views Apr 16, 2023 All Videos David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where the stock market is headed, gold, silver, the US dollar and more... David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. David Hunter's Twitter: https://twitter.com/DaveHcontrarian ----------------------- Small Caps is Australia's #1 site for market news & information on ASX listed small cap companies. ----------------------- WEBSITES Australia: https://smallcaps.com.au/ Canada: https://smallcaps.ca/ US: https://smallcaps.com/ UK: https://smallcaps.co.uk/ PODCAST https://smallcaps.com.au/podcast/ SOCIAL MEDIA Facebook: https://www.facebook.com/SmallCapsASX Twitter: https://twitter.com/SmallCapsASX LinkedIn: https://www.linkedin.com/company/smal... NEWSLETTER https://smallcaps.com.au/subscribe/

David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where the stock market is headed, gold, silver, the US dollar and more... David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. See omnystudio.com/listener for privacy information.

David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where the stock market is headed, gold, silver, the US dollar and more... David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. See omnystudio.com/listener for privacy information.

David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where the stock market is headed, gold, silver, the US dollar and more... David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. See omnystudio.com/listener for privacy information.

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. https://youtu.be/1Zz9aUnlkzk Palisades Gold Radio 94.1K subscribers 24,017 views Mar 23, 2023 #Liquidity #Debt #Markets Palisade Radio Links: ► Website & Newsletter: https://palisadesradio.ca ► Rumble: https://rumble.com/c/c-1586024 ► Odysee: https://odysee.com/@PalisadesGoldRadio:c  Time Stamp References: 0:00 - Introduction 0:40 - Market Re-Cap 4:29 - Meltup Rally Thesis 7:27 - Timelines 9:29 - Fed Policy & Liquidity 16:30 - Policy Lag & Inflation 20:00 - Rates & Liquidity 23:12 - Politics & Powell 29:00 - ECB/BOJ Pivots & Gold 37:44 - Metals Reaction 41:52 - Energy Prices 46:40 - Overall Summary 52:03 - Wrap Up Guest Links Email: Dhunter31@gmail.com 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 #Markets #Meltup #Fed #Liquidity #FedPolicy #Debt #Ponzi #Inflation #GlobalBust #Oil --------------------------------------------------------------------  HELP ACU SPREAD THE WORD!  Please go to Apple Podcasts and give ACU a 5 star rating. Apple canceled us and now we are clawing our way back to the top. Don't let the Leftist win. Do it now! Thanks. Forward this show to friends. Ways to subscribe to the American Conservative University Podcast Click here to subscribe via Apple Podcasts Click here to subscribe via RSS You can also subscribe via Stitcher FM Player Podcast Addict Tune-in Podcasts Pandora Look us up on Amazon Prime …And Many Other Podcast Aggregators and sites   Please help ACU by submitting your Show ideas. Email us at americanconservativeuniversity@americanconservativeuniversity.com Please go to Apple Podcasts and give ACU a 5 star rating. Apple canceled us and now we are clawing our way back to the top. Don't let the Leftist win. Do it now! Thanks.   Endorsed Charities -------------------------------------------------------- Pre-Born! Saving babies and Souls. https://preborn.org/ OUR MISSION To glorify Jesus Christ by leading and equipping pregnancy clinics to save more babies and souls. WHAT WE DO Pre-Born! partners with life-affirming pregnancy clinics all across the nation. We are designed to strategically impact the abortion industry through the following initiatives:… -------------------------------------------------------- Help CSI Stamp Out Slavery In Sudan Join us in our effort to free over 350 slaves. Listeners to the Eric Metaxas Show will remember our annual effort to free Christians who have been enslaved for simply acknowledging Jesus Christ as their Savior. As we celebrate the birth of Christ this Christmas, join us in giving new life to brothers and sisters in Sudan who have enslaved as a result of their faith. https://csi-usa.org/metaxas   https://csi-usa.org/slavery/   Typical Aid for the Enslaved A ration of sorghum, a local nutrient-rich staple food A dairy goat A “Sack of Hope,” a survival kit containing essential items such as tarp for shelter, a cooking pan, a water canister, a mosquito net, a blanket, a handheld sickle, and fishing hooks. Release celebrations include prayer and gathering for a meal, and medical care for those in need. 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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: Dhunter31@gmail.comTwitter: 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.

David Hunter is a macro strategist with more than 40 years on Wall Street. He is the chief strategist at Contrarian Macro Advisors, and is well known for predicting we are going to see a final "melt up" stage of the market cycle before a historic crash that rivals 1929.  You can connect with David at https://twitter.com/DaveHcontrarian  REFERRAL LINKS: Coin Stories is powered by Okcoin.  Okcoin is on a mission to make crypto investing and trading easily accessible to anyone around the world. We are building the next generation of tools to help onboard the investors and traders who have been on the fence about crypto. Okcoin is a globally licensed exchange with offices in San Francisco, Miami, Malta, Hong Kong, Singapore and Japan. We are a collective of global citizens with a common passion to help decentralize finance and level the economic playing field for everyone around the world. Visit https://www.okcoin.com/natalie for $50 in Bitcoin when you sign up. *** BITCOIN 2023, which will be the BIGGEST BITCOIN EVENT IN HISTORY held May 18-20 in Miami Beach. If you missed Bitcoin 2022, make sure to head to  @Bitcoin Magazine  to find videos and highlights of all the biggest events and panels. You can get an early bird pass for Bitcoin 2023 at a steep discount if you head to: https://b.tc/conference/bitcoin2023/ Use code HODL for 10% off your pass.  ***   With iTrustCapital, you can actually invest in crypto without worrying about taxes, or fees. iTrustCapital allows their clients to invest in crypto through an individual retirement account, or an IRA. IRAs are tax sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is that it's totally free to open an account, and there are no hidden fees. You don't need to pay any monthly subscription or membership fees either. If you open and fund an account, you will get a $100 funding bonus added to your account. To learn more, click the link below and open a free account to learn more. https://itrust.capital/nataliebrunell   ***  Fold is the best Bitcoin rewards debit card and shopping app in the world! Earn Bitcoin on everything you purchase with the Fold's Bitcoin cashback debit card and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie for 5,000 in free sats! #bitcoin #cryptocurrency #inflation

David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where markets are headed and why he believes we are headed for a market melt-up then a monumental crash of up to 80%. David sees precious metals (gold and silver) as being massively undervalued, that a reversal in interest rates has begun and that we are in the final decade of a major supercycle. David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus.

David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where markets are headed and why he believes we are headed for a market melt-up then a monumental crash of up to 80%. David sees precious metals (gold and silver) as being massively undervalued, that a reversal in interest rates has begun and that we are in the final decade of a major supercycle. David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. See omnystudio.com/listener for privacy information.

David Hunter, chief macro strategist at Contrarian Macro Advisors, joins Small Caps to share his views on where markets are headed and why he believes we are headed for a market melt-up then a monumental crash of up to 80%. David sees precious metals (gold and silver) as being massively undervalued, that a reversal in interest rates has begun and that we are in the final decade of a major supercycle. David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His macro capabilities combined with a contrarian philosophy have allowed him to forecast economic cycles and spot market trends well ahead of the consensus.

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode The markets are bottoming, fear is high, and from here the bond markets will be setting the tone.Expectations for the Fed and the likelihood of them over-correcting.The coming melt-up rally, its causes, and the effects of supercycles.David's energy forecasts were affected by the Ukraine conflict as were other commodities but he expects the effect to be short-lived.De-dollarization and why the dollar may be topping.Targets for precious metals during the melt-up.The bust and how an 80% bear market will shape out. Time Stamp References:0:00 - Introduction0:41 - Recent Corrections?4:50 - Melt-Up Rally8:58 - Fed & Hiking Problems10:35 - Rates & Housing12:55 - CPI Figures15:38 - Energy & Inflation17:51 - Market & Cycle Calls22:54 - Investor Sentiment31:00 - Ukraine & The U.S. Dollar36:38 - Metals & Relative Strength38:54 - The Deflationary Bust42:34 - Wrap Up Guest LinksEmail: Dhunter31@gmail.comTwitter: 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.

In this special episode, Natalie Brunell chats one-on-one with David Hunter, a macro strategist with more than 40 years on Wall Street. Hunter is the chief strategist at Contrarian Macro Advisors and he is well known for predicting that we are going to see a final "melt up" stage of the market cycle before a historic crash that rivals 1929. Hunter said after the January correction in equities we are poised for a euphoric melt up as the Fed is unable to tighten the economy, but that historic rally will end in a massive bust. *** This episode is powered by Bitcoin 2022 - the biggest Bitcoin event in the world. Get your tickets at b.tc/conference and use COINSTORIES for 10% off. *** This episode is also sponsored by SoFi. Go to sofi.com/natalie to sign up for a SoFi active invest account, and you can win up to $1,000. *** Okcoin is on a mission to make crypto investing and trading easily accessible to anyone around the world. We are building the next generation of tools to help onboard the investors and traders who have been on the fence about crypto. Okcoin a globally licensed exchange with offices in San Francisco, Miami, Malta, Hong Kong, Singapore and Japan. We are a collective of global citizens with a common passion to help decentralize finance and level the economic playing field for everyone around the world. Visit https://go.okcoin.com/natalie for $50 in Bitcoin when you sign up.

SBTV spoke with David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, about whether David's forecast of a stock market melt-up will happen in 2022. Not only does David believes it will happen this year, he sees gold and silver hitting new highs in 1H 2022.

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode Expecting a melt-up in the markets.Types of market manipulation.Predictions for the oil markets.Thoughts on the coming global bust.Fed policies and Chairman Powell.We are living outside our means.Concerns around bonds and utilities. Time Stamp References:0:00 - Introduction0:45 - Market Thoughts2:36 - Gold Expectations4:45 - Manipulation/Spoofing5:49 - Gold, Inflation & Rates9:55 - PPI & Inflation Outlook16:53 - Oil & Inflation19:09 - Copper & Supercycle22:46 - Dollar & Global Demand28:07 - Currencies & Gold Backing31:16 - Melt-Up Scenario34:56 - Equities, Profits & Banks38:01 - Global Bust Timeframes39:50 - Noise & Indicators45:51 - Psychology & Momentum46:36 - Fed Chair Powell53:07 - Concluding Thoughts Guest LinksEmail: Dhunter31@gmail.comTwitter: 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 22 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.

This episode brought to you by StockMarketHats.com. Enter the code “contrarian” at checkout for a 10% discount! This episode originally aired for premium subscribers on Nov. 4, the same day it was recorded, without ads or interruptions. To become a premium subscriber and gain access (as well as take advantage of a host of other benefits, including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Note: The aforementioned service has nothing to do with David Hunter's newsletter. Individuals interested in finding out more about that service should contact David directly by Twitter direct message. David Hunter of Contrarian Macro Advisors rejoins the podcast to provide updates on his prediction that stock markets are in the final stage of a parabolic melt-up that will be followed by a global bust. Hunter's initial targets for the S&P 500, Dow Industrials, and other U.S. stock market indexes have been breached, causing him to provide new, even more bullish, targets. The bust will likely start with a 'second-quarter swoon' next year, caused by the Federal Reserve overreacting to inflation. The deflationary meltdown will then cause another overreaction by central banks and government fiscal policies. Not intended as investment advice. Content Highlights (Spotify users can click on the timestamp to link to the start of the segment in question) Hunter's new targets on the S&P, Dow, Nasdaq, and Russell 2000 (2:50); Oil and oil stocks have peaked for this cycle (6:50); The bust should happen about mid-way through 2022 and result in oil prices back in the mid-$20s range (8:25); The cycle will end because the Federal Reserve tightens interest rates due to inflationary pressures (10:28); Central banks around the world are withdrawing quantitative easing and some have even started to adjust interest rates higher. This will affect things and force the Fed's hand. Resolution of supply chain issues would increase the pressure (15:54); China will definitely play a major role in the bust, though Evergrande is probably just the tip of the iceberg (19:27); What happens after the bust is an unprecedented flow of liquidity. Yes, even more than COVID. There will be bank failures, though more in Europe and Asia than the U.S. (21:17); Central banks only have one tool to combat this, which is quantitative easing. They will be matched by fiscal stimulus. It will be "March of 2020 on steroids, basically. Multiple steroids" (26:07). More Information on the Guest Twitter: @DaveHContrarian (send him a direct message if you are interested in finding out more about his service).

Markets have become a lot more volatile recently, violently lurching up and down, and are off nearly 5% from their all-time highs as of a month ago. A growing number of analysts are concerned that this is the start of a larger correction. This year's spike in inflation is proving a lot less transitory that the Fed expected. Supply chains remain badly disrupted. Economic growth is slowing, particularly in Asia where the failures of massive firms like Evergrande threaten to destabilize things further. Energy shocks are suddenly happening all over the world. It's understandable that more and more people are now asking: Is the bull market over? Is a market correction imminent? No - says today's guest expert David Hunter. Or more accurately -- not yet. David is Chief Macro Strategist at Contrarian Macro Advisors. He expects a further final melt-up in the markets from here....to be swiftly followed by a truly massive market crash of up to 80%. We've been closely following David's aggressive market predictions this year, as they've so far mostly proven eerily accurate. So we're very fortunate to have him back on the program to give us the latest update on his current outlook. See the YouTube Video for the charts and graphics: https://youtu.be/Dk6G0nPioLs

Markets have become a lot more volatile recently, violently lurching up and down, and are off nearly 5% from their all-time highs as of a month ago. A growing number of analysts are concerned that this is the start of a larger correction. This year's spike in inflation is proving a lot less transitory that the Fed expected. Supply chains remain badly disrupted. Economic growth is slowing, particularly in Asia where the failures of massive firms like Evergrande threaten to destabilize things further. Energy shocks are suddenly happening all over the world. It's understandable that more and more people are now asking: Is the bull market over? Is a market correction imminent? No - says today's guest expert David Hunter. Or more accurately -- not yet. David is Chief Macro Strategist at Contrarian Macro Advisors. He expects a further final melt-up in the markets from here....to be swiftly followed by a truly massive market crash of up to 80%. We've been closely following David's aggressive market predictions this year, as they've so far mostly proven eerily accurate. So we're very fortunate to have him back on the program to give us the latest update on his current outlook. See the YouTube Video for the charts and graphics: https://youtu.be/Dk6G0nPioLs

Macro Strategist David Hunter on the Fed, inflation, and the Coming Bust. Macro Strategist David Hunter on the Fed, inflation, and why he predicts a historic bust is near. https://youtu.be/6ZECbgN6qMM Natalie Brunell In this bonus episode, Natalie Brunell chats one-on-one with David Hunter, a macro economic strategist with more than 40 years on Wall Street. David is the chief strategist at Contrarian Macro Advisors and he is predicting that we are going to see a final "melt up" stage of the market cycle before a historic crash (David believes it will be an 80% decline peak to trough). David correctly predicted in 2020 that oil would go to $55, S&P to 4300+ and the 10 yr to 1.55%. He has since raised many of his targets and actively tweets his analysis of market behavior. Natalie Brunell hears more insight on David's predictions, discusses the Federal Reserve being caught between inflation and a crash sparked by tightening, and explores other topics like wealth inequality, Bitcoin and sound money. Follow David Hunter on Twitter at @DaveHcontrarian. Follow Natalie at @NatBrunell. Timecodes: 00:00 Introduction 00:45 Current state of financial markets 01:55 Why are investors nervous? 03:39 Fed's taper talk 05:49 What is QE, taper, tightening 08:08 Why do people expect a crash? 11:16 Signs bust is here 14:01 Money printing and politics 18:48 Why do we keep creating bubbles? 25:48 Wealth inequality 28:52 “Tax the Rich” 30:49 Gold's underperformance 32:58 Bitcoin as digital gold 34:55 The U.S. Dollar 38:05 Can we avoid a bust? 42:12 Can we return to sound money? 44:47 Ways to invest in the crash 48:30 Timing the crash 52:47 Trying to orange pill David

Macro Strategist David Hunter on the Fed, inflation, and the Coming Bust. Macro Strategist David Hunter on the Fed, inflation, and why he predicts a historic bust is near. https://youtu.be/6ZECbgN6qMM Natalie Brunell In this bonus episode, Natalie Brunell chats one-on-one with David Hunter, a macro economic strategist with more than 40 years on Wall Street. David is the chief strategist at Contrarian Macro Advisors and he is predicting that we are going to see a final "melt up" stage of the market cycle before a historic crash (David believes it will be an 80% decline peak to trough). David correctly predicted in 2020 that oil would go to $55, S&P to 4300+ and the 10 yr to 1.55%. He has since raised many of his targets and actively tweets his analysis of market behavior. Natalie Brunell hears more insight on David's predictions, discusses the Federal Reserve being caught between inflation and a crash sparked by tightening, and explores other topics like wealth inequality, Bitcoin and sound money. Follow David Hunter on Twitter at @DaveHcontrarian. Follow Natalie at @NatBrunell. Timecodes: 00:00 Introduction 00:45 Current state of financial markets 01:55 Why are investors nervous? 03:39 Fed's taper talk 05:49 What is QE, taper, tightening 08:08 Why do people expect a crash? 11:16 Signs bust is here 14:01 Money printing and politics 18:48 Why do we keep creating bubbles? 25:48 Wealth inequality 28:52 “Tax the Rich” 30:49 Gold's underperformance 32:58 Bitcoin as digital gold 34:55 The U.S. Dollar 38:05 Can we avoid a bust? 42:12 Can we return to sound money? 44:47 Ways to invest in the crash 48:30 Timing the crash 52:47 Trying to orange pill David

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 https://youtu.be/M_VlmxYnTEs 35,567 views Jul 23, 2021 Palisades Gold Radio 73K subscribers 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: Dhunter31@gmail.com 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  

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 https://youtu.be/M_VlmxYnTEs 35,567 views Jul 23, 2021 Palisades Gold Radio 73K subscribers 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: Dhunter31@gmail.com 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  

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode Semiconductor market and dependency on tech.Parabolic melt-up into a secular top followed by an 80% bear marketSecond wind in housing possible.Global deflationary bust followed by an inflationary recovery cycleDollar weakness now followed by big dollar rally during the bustGold & silver emerging from consolidations with big upside directly aheadOil predictions and tight supply after the bust. Time Stamp References:0:00 - Introduction0:40 - Semiconductors4:15 - Melt Up Analysis6:21 - Top Pattern?9:25 - High-Risk Economy12:36 - Save Haven Assets?15:00 - Dollar Outlook17:00 - PM's During The Bust18:20 - Inflation To Accelerate22:13 - Spoofing/Manipulation26:42 - Inflation Narratives30:06 - Fed Maintain Control?34:02 - Oil Predictions & ESG40:57 - Industrial Recovery43:36 - Metals & Mining Targets46:33 - Wrap Up Guest LinksEmail: Dhunter31@gmail.comTwitter: 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.

SBTV spoke with David Hunter, Chief Macro Strategist at ‎Contrarian Macro Advisors, about the coming worst bear market since WWII that will see stock value plunge as much as 80% from highs that will not be seen again for decades.

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: Dhunter31@gmail.comTwitter: 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.

This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a.m. eastern time. David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his prediction of a 'parabolic melt-up' in risk assets that will be followed by a 'deflationary' bust. Over the course of the 40-minute conversation, Hunter also updates his forecasts for rates, technology stocks, commodities, and more. This podcast was recorded the morning of Monday, March 22 and made available to premium subscribers that same day. Content Highlights (Spotify users can click on the timestamp to link to the start of the segment directly) The coming 'parabolic melt-up': new targets for stocks and bonds and timing (3:01); What will cause the bust: The Fed will be forced to tighten, despite chairman Powell's current (sincere) views. This will not likely be by raising interest rates but by tapering bond purchases (7:01); Unlike many of his predecessors, Powell is actually trying to be transparent so those conspiracy theories (including one voiced by the host) are probably wide of the mark (9:36); "It won't take a big tightening to send us back in the other direction in a hurry." People are underestimating how fast this can happen (16:37); For now the stimulus checks and reopenings have not worked there way through the economy yet. They may not have even started. This will lead to the "final, vertical phase" of the melt-up (21:48); The coming bust will see a 80% correction, peak to trough (25:14); What comes after that: the deflationary bust (32:02). More on David's newsletter Contrary to popular opinion, this subscription does not provide access to David's quarterly newsletter! That needs to be arranged with David himself. The best way to do so is through Twitter: @DaveHContrarian (DMs are open). Alternately, you can email contrarianpod@gmail.com if you do not have Twitter or don't wish to/know how to engage with it. In such instance the host will forward your emails to David. Not intended as investment advice.

Jonathan and Michael hang out with David Hunter, famed contrarian macro strategist to discuss the current macro economy, policy, and debt. ABOUT DAVID HUNTER David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. 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. He's an intellectually honest, independent thinker comfortable with charting a course apart from the crowd. David is an accomplished stock picker and value-oriented portfolio manager. FOLLOW DAVID ON TWITTER @davidhcontrarian ABOUT CONTRARIAN MACRO ADVISORS At Contrarian Macro Advisors, David provides forecasts and input regarding the economy, equity markets, interest rates, commodities, precious metals and currencies to both institutional and high net worth investors. He is the author of an investment letter entitled the Contrarian Value Advisor which is in its twentieth year of publication. Strong macro skills and contrarian philosophy developed over many years have allowed David to make many successful calls, often at odds with a consensus that focused in the wrong direction. ABOUT DIGITAL DOLLAR SUBSCRIBE TO THE EMAIL INBOX UPDATES! https://digitaldollar.substack.com For more information about our sponsor, visit https://10xts.com for digital asset compliance solutions for financial services and capital markets. Follow us on Twitter @GoDigitalDollar --- Send in a voice message: https://anchor.fm/digitaldollar/message

This episode was recorded Sept. 30 and released to premium subscribers on Oct. 1. Become a premium subscriber for just $8/month or $88/year. David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his vision of a "parabolic melt-up" in risk assets that will presage the next market crash. What we've seen since late March was not the real melt-up, Hunter says. Most of the gains are still ahead, in fact the coming months should see the final (and most dramatic) period of the rally. Then things get ugly. Content (Spotify users can click on the timestamp to link to the segment directly): What we saw in September was a "fake out sell off". We will regroup and see the real meltup later this year (3:25); The target for the S&P 500 is still as high as 4,500. The NASDAQ could go as high as 15,000. The final move into the secular top should begin this month and will continue through the election and quite possibly beyond (4:15); A new stimulus package by the U.S. Congress may be the catalyst that extinguishes all the bearishness currently seen in the market (6:11); The election and its aftermath surely pose a risk. What about the coronavirus? (8:49); The Fed could resume stimulus measures as well. Indeed, Powell & Co may have already started (15:11); After the melt-up there will be a crash that will be very ugly indeed (17:35); A Fed policy misstep will likely be the cause (19:04); No, a Biden administration will not likely lead to a new Fed chairman. The crash will unleash additional stimulus and loosening measures by the Fed -- another overreaction -- in the second half of 2021 that will eventually lead to inflation, though not until about 2023 (23:43); "This is a call people are going to want to lock me up for...I think you will see potentially a full retrace of the last 40 years of declining inflation and interest rates" (28:45); This inflation cycle will result in commodity prices "you can't imagine:" $10,000 gold, $15 copper, $300/barrel oil (29:52); Ultimately you may see "a collapse of the entire system" that will make the 1930s "look like a picnic." (38:14) Find out about David Hunter's newsletter by following him on Twitter @DaveHContrarian and sending him a direct message. Not intended as investment advice.

David Hunter, chief macro strategist at Contrarian Macro Advisors, has for some time predicted a final "melt up" stage of the market cycle before markets crash. This stage is now underway as markets recover from an initial sell-off caused by the coronavirus (which Hunter admits he did not and could not have predicted). What comes next is a "secular top that I expect to be the high-water mark for decades to come," he says. After markets peak around late summer, a "global deflationary bust" will ensue, with as much as 80% downside for equities. Content:  (Spotify users can click on the timestamp to link to the segment directly): Target of 4,000 for the S&P as part of "the final melt up" (2:23) The downside target. Forget the "reset narrative" in the short term (10:39). Markets should drop by 80% from the top (11:58) Unprecedented leverage doesn't leave policymakers much time (14:09) Background on David: 47 years in financial markets (18:46) The current crisis in historical context (26:35) Deflation allows for liquidity injections. Until it creates inflation (32:01) Discussing the potential political and social fallout from the coming economic crisis (36:12) How deflation will eventually turn to inflation (40:20) Discussion of the U.S. dollar's reserve currency status (45:56) Bullish outlook for gold and silver (51:37) For more information on the guest: Twitter: @DaveHContrarian LinkedIn Not intended as investment advice.

David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market.  Content: The Federal Reserve is behind the curve of the economy (2:00), the coming bust (5:00), predictions for bond prices (8:15), the final "melt up" and why it will be "parabolic" (12:29), echoes of 1982 (16:50), the 2020 bear market (19:34) and recovery, which will bring the first inflationary cycle since the 1970s (21:21), favorite places to be in terms of investments (26:45), $10 oil (30:00) Not intended as investment advice. Follow David on Twitter