Sep 4, 2019
David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses the current state of the economic cycle and why risk assets have a final upleg left before the onset of the bear market.
Content:
The Federal Reserve is behind the curve of the economy (2:00), the
coming bust (5:00), predictions for bond prices (8:15), the final
"melt up" and why it will be "parabolic" (12:29), echoes of 1982
(16:50), the 2020 bear market (19:34) and recovery, which will
bring the first inflationary cycle since the 1970s (21:21),
favorite places to be in terms of investments (26:45), $10 oil
(30:00)
Not intended as investment advice.