Kitco News, Released on 6/19/23

Markets will rally by October before a major ‘bust’ says David Hunter, Chief Macro Strategist at Contrarian Macro Advisors. Speaking with Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, 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.

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 Chief Macro Strategist at Contrarian Macro Advisors. He 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.

  david hunter, investing, recession, stocks