Making Money Matter, Released on 1/9/25
Part 1 (part 2 below)
00:00 intro
02:30 the bust to come in the 2nd half? Current and future market predictions
07:00 What the analysts on the street are saying
09:30 The prediction for rates going forward
17:30 The debt numbers and the reasons for caution
20:00 implications post the pandemic
22:00 Why David thinks the banks are not in great shape and property is the culprit
26:00 The Chinese miracle
Part 2
00:00 Should they reset the system to wipe the debt?
02:30 The 42 year secular bull market top
04:00 The money printing machine continues and the numbers are hard to wrap your head around
06:00 the bond rates and servicing your debts
07:45 the end of the ponzi scheme
08:30 Enough of the doom and gloom where is the upside for us?
11:00 what sectors is David looking at right now and why?
11:55 Davids price targets on silver and gold and why? As well as the ETF’s for the miners
14:20 The sectors David is wary of right now
15:15 When cash will be good to hold and it’s not right now
17:00 the last stage of this cycle and do we need to pay attention day to day?
20:45 The Wall Street view who is right and who is wrong
22:00 Why its good to diversify
24:00 The way up and when it may roll over
26:30 David’s prediction for gold and silver
27:50 Final words of wisdom from David
30:15 How to follow David and subscribe to his newsletter.
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.