Liberty and Finance, Released on 3/6/25
David Hunter discusses his view on an impending global market “free-fall” and the financial crisis that could surpass the 2008 recession. He predicts the end of a 43-year secular bull market in stocks, followed by a sharp, parabolic final stage in the market before a drastic downturn. Hunter emphasizes that the global banking system is at risk, with potential widespread bank failures contributing to a financial bust. While the Federal Reserve may initially ease rates, Hunter foresees a massive increase in its balance sheet as it combats the crisis, with a likely surge in bond purchases and the possibility of negative short-term bond yields. Ultimately, he believes precious metals like gold and silver will thrive in the aftermath of the bust, marking the beginning of a new cycle driven by inflation and money printing.
0:00 Intro
1:30 Stock market melt-up
10:45 Fed’s easing
12:43 Gold & silver
15:15 Global bust
22:00 Banking system
25:30 The melt-up
33:00 David Hunter
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.