Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors.

Talking Points From This Episode

• 
  
• The coming global bust and why inflation will persist.
  
• We’re in the last decade of a forty plus year supercycle.
  
• His thoughts on bonds during and after the bust.
  

Time Stamp References:
0:00 – Introduction
0:58 – Feds Outlook & Markets
6:41 – Fed Vs Bond Markets
10:46 – Market Thesis Ahead
19:45 – FOMO or Fed Policy
22:56 – After Targets & 2025
26:46 – Feds Response to Bust
33:47 – Trillions & Inflation
42:18 – Hedges & Precious Metals?
46:48 – During/After the Bust
51:27 – End of Bond Markets?
55:00 – Remonetizing Scenarios
57:36 – Preserving Capital
1:04:53 – Commodities & Dollar
1:07:25 – Wrap Up

Guest Links:
Email: Dhunter31@gmail.com
Twitter: https://twitter.com/DaveHcontrarian

David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 21 years as a sell-side strategist with robust macroeconomic analysis and portfolio management expertise. His strong macro capabilities, combined with a contrarian philosophy, have allowed him 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.