Palisades Gold Radio, Released on 3/23/23

0:00 – Introduction
0:40 – Market Re-Cap
4:29 – Meltup Rally Thesis
7:27 – Timelines
9:29 – Fed Policy & Liquidity
16:30 – Policy Lag & Inflation
20:00 – Rates & Liquidity
23:12 – Politics & Powell
29:00 – ECB/BOJ Pivots & Gold
37:44 – Metals Reaction
41:52 – Energy Prices
46:40 – Overall Summary
52:03 – 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.

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