Featuring: David Hunter, Contrarian Macro Strategist w/40 + Years on Wall Street

David and I get after it with discussion on the Fed, interest rates, inflation, and what this all means to equities, bonds, commodities and crypto. He discusses his thoughts on an upcoming tremendous bull run and then a short but horrific bear market soon after (including his timelines) and what you can do to profit and hedge. We also discuss our mutual belief on a very bleak 2030’s and where there may possibly be no place to hide. But there is always a ray of hope!



Timestamps:
00:00 Intro
01:20 Start of the interview
01:27 What's the best investment advice you have ever heard?
02:25 Are interest rates heading back to 1% or above 3% percent?
07:25 What happens if there is a crash in March?
10:51 Do you think the Fed needs an excuse not to raise rates?
12:54 How long will this bull run last? Are we in for a rocky next 5 to 10 years?
17:39 How bad will times get for people? Chaos?
21:00 Have you warmed up to the potential of Bitcoin or other cryptocurrencies yet?
26:18 What is your view on inflation?
31:08 Are businesses with pricing power a good hedge for inflation?
33:14 Farmland is a great inflation hedge
33:58 Is the Government keeping the market from wild swings in either direction?
36:34 Demand-driven inflation cycle
39:28 Gold
42:06 Do we just have to accept that markets will be manipulated?
44:42 Is liquidity limited even though value is rising?
49:42 What may replace the dollar looking out into the future?
58:53 The true world leaders are the central banks aren't they?
59:42 Are we seeing bearish signs?
1:01:22 What is your prediction on oil?
1:06:54 How can we mitigate risk?
1:09:21 Outro



#fed #market #interestrates #inflation #gold #stocks #bitcoin #oil #farmland