Largest Bull Market in History to New All Time Highs? with David Hunter
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Interview recorded - 9th of February, 2023On 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 - Introduction1:14 - 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 longs12:59 - 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 prices21:34 - 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 countries31:54 - What to watch out for for market collapse?34:29 - Metals at a crucial point36:34 - Industrial and precious metals37:34 - One message to take away from our conversation?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. My strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas