The RO Show, Released on 5/16/25 (Recorded on 5/15/25)
For Part 2 of this interview, CLICK HERE
In this episode, Rosanna speaks with the one and only David Hunter, macro strategist with over 50 years of successful experience forecasting the financial markets. David shares with us his expectations for 2025 and beyond which include a melt-up and global bust plus he discusses the 2030s and how you and your family and friends can successfully prepare and capitalize on the opportunities! Stay tuned for Part 2 next!
00:00:00 Predictions for the Final Market Rally
00:02:36 Stock Market Predictions and Tariff Impacts
00:05:08 US Economy and Trump Administration Goals
00:07:45 S&P 500 Future Predictions: Meltup Ahead
00:10:12 Evolution of Bull Markets and Interest Rates
00:12:47 Historical Bull and Bear Markets Analysis
00:15:30 Understanding Secular Bear Markets and Their Impact on Future Trends
00:18:19 Anticipating a Major Inflation Cycle in the 2030s
00:20:54 Economic Collapse Forecast: Deficits and Global Debt Crisis
00:23:13 Predicting a Global Economic Collapse in the 2030s
00:25:27 Federal Reserve’s Predicament
00:27:55 Economic Impact of US-China Tariff Negotiations
00:30:55 Inflation vs. Deflation Concerns
00:32:43 Global Debt and Economic Fragility
00:35:16 Federal Reserve’s Focus and Risks of Recession
00:37:32 Comparing Past and Present Economic Warnings
00:39:46 Economic Trends and Interest Rates
00:42:13 Impact of Federal Reserve Bond Purchases
00:44:28 Navigating the Bull Market Top
00:46:42 Major Predictions in Tech and Precious Metals Investments
00:49:11 Market Sentiment Insights and Risk Management
00:51:26 Future of the Dollar and Global Currency Trends
00:53:56 Economic Impact of Tariff Policies
00:56:14 Contradictions: Bullish Stock Market Amidst Recession Concerns
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.