Palisades Gold Radio, Released on 4/21/21

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.

Talking Points From This Episode
– Parabolic melt-up into a secular top followed by an 80% bear market
– Global deflationary bust followed by an inflationary recovery cycle
– Dollar weakness now followed by big dollar rally during the bust
– Gold & silver emerging from 8 month consolidations with big upside directly ahead
– Oil to low $50s before a rally to $75 this summer and then falling to $10 in the bust
– Will see a huge commodity cycle following the bust

Time Stamp References:
0:00​ – Introduction
0:40​ – Surprises Last Year
2:30​ – Q2 – Melt Up
5:48​ – Bear Market Coming
8:00​ – Leverage/Derivatives
9:31​ – Dis-inflation
15:00​ – Stagflation?
18:23​ – Yield Curve Control
21:18​ – Interest Rate Sensitivity
22:23​ – Dollar Outlook
24:27​ – Bust Timelines
26:45​ – Bust & Metals/Miners
29:04​ – Rates & Gold Price
31:55​ – Biggest Bubbles
34:12​ – Supercycles & Commodities
39:00​ – Oil in the Next Cycle
41:02​ – Currencies & Resets
44:57​ – Investor Psychology
47:15​ – Fundamentals & Sentiment
50:42​ – 2nd Quarter Targets
53:36​ – Concluding Thoughts

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.

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