Palisades Gold Radio, Released on 7/24/21

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 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

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, federal reserve, inflation, stock crash