CapitalCosm, Released on 1/3/25

David Hunter maintains his call for a devastating global bust that could result in an 80% drop in the broad market, and he sees it unfolding in the middle of 2025, after a continued parabolic melt up leads to valuations that will finally make investors realize the emperor has no clothes. David discusses whether gold could provide a shelter from the storm, how Trump at the helm could soften the blow, where he’s looking for value in markets today, and much more.

00:00 Introduction
00:40 Market Trends to Watch
02:54 Will China Move on Taiwan?
05:51 Debt Ceiling Debacle
07:14 Global Bust in 2025
10:52 How Will Bitcoin React?
15:08 Could Gold Protect From the Crash?
19:48 Can Trump Turn Things Around?
27:55 Do Passive Inflows Change Everything?
35:27 Fed Cuts and Interest Rates
39:14 Value in Fixed Income

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.

  commodities, david hunter, gold, investing, market crash, recession, stocks