WTFinance, Released on 6/30/23 (Recorded on 6/28/23)
On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter for a third time. During our conversation we spoke about whether the Melt-Up is still on, what will influence it, which sectors will benefit from this and why the market is still so bearish. I hope you enjoy!
0:00 – Introduction
1:00 – Does David think Melt-Up is still on?
3:10 – Why will the S&P hit 6-7,000?
8:20 – Defensive investors forced to enter stock market?
11:10 – Drain of liquidity
12:35 – Concerned about concentration of market?
14:30 – Economic support or market driven?
18:25 – Worst after the FED cuts?
22:34 – Fundamentals driving Melt-up
27:09 – Bull market is currently contrarian
29:40 – One message to takeaway from conversation?
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.
Bullish Momentum to Continue with ‘Melt-Up’ to All-Time Highs with David Hunter added by Herman James on
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