Commodity Culture, Released on 6/1/25 (Recorded on 5/29/25)
David Hunter still thinks we have a ways to go to the upside in the broad market, with the caveat that once this final bull leg reverses, we are going to enter a global bust that will make the 2008 financial crisis look like a cakewalk. David provides his forecast for gold, silver, the bond market, and more, along with his thoughts on which assets could provide shelter from the carnage he sees ahead.
00:00 Introduction
00:56 Trump’s Negotiation Tactics
08:06 More Upside Ahead in Broad Market?
09:51 $4000 Gold is Coming
12:43 Opportunity in Gold Miners
15:04 $75 Silver This Year?
17:22 Gold and Silver in a Bust
21:07 US Government Bonds in Trouble?
24:21 Non-US Debt Market
30:31 Where to Invest Today?
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.