Interview recorded - 9th of February, 2023

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?

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/DaveHcontrarian
LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/

WTFinance -

Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas