WTFinance, Released on 12/6/24 (Recorded on 12/4/24)

On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. David is a a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about David’s call of the S&P500 reaching 6000 during the lows, how his next projection is for it to hit 7500, Trump trades, dollar bullishness, precious metals, the everything bubble and more. I hope you enjoy!

0:00 – Introduction
0:58 – David’s perspective on market
3:18 – Why S&P to 7,500?
6:18 – $7trn yet to invest
7:25 – Trump trade
13:40 – US Tariffs
19:18 – Dollar bullishness
20:45 – Precious metals
22:50 – Everything bubble
27:40 – Unloved industries?
34:20 – One message to takeaway from our conversation?

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, investing, precious metals, stocks