WTFinance, Released on 2/1/23 (Recorded on 1/31/23)

On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hunter, a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about how the S&P 500 will hit 6,000 or higher, how it could be the fastest rally in history, what assets will perform the best, what will then cause an 80% drop and bullishness for metals. I hope you enjoy!

0:00 – Introduction
1:14 – Overview of hypothesis and whether it has changed?
5:34 – Why will we will experience the melt up?
9:04 – One of the best market years in history?
11:54 – Hedge funds and managers to increase longs
12:59 – High beta assets to outperform during this period?
16:29 – What would have to change for David to change his mind?
20:24 – Weak dollar and lower energy prices
21:34 – What will happy to other markets around the world?
23:14 – 80% drop in markets after bull run?
27:34 – Negative end to the year?
28:28 – Japanification of the world economy?
30:54 – High and government debt risk countries
31:54 – What to watch out for for market collapse?
34:29 – Metals at a crucial point
36:34 – Industrial and precious metals
37:34 – One message to take away 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, stocks