WTFinance, Released on 5/31/24 (Recorded on 5/30/24)
During our conversation we spoke about David updating his price targets higher, risk of inflation, Russell 2000 to outperform, precious metals, geopolitical risk, US election and more. I hope you enjoy!
0:00 – Introduction
1:46 – Current outlook of markets?
4:11 – What caused David to update catalyst?
7:48 – Inflation?
10:50 – Disconnect between the economy and markets?
12:57 – Bearish sentiment?
14:45 – Russell 2000 to outperform?
19:16 – Institutions hedging with precious metals?
22:51 – Everything bubble?
25:01 – Which industries to benefit?
28:19 – Crypto to also perform?
29:36 – Geopolitical risk?
31:56 – Views on the US election?
33:34 – 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.
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