Press "Enter" to skip to content

Season 1, Episode 17: The Coming ‘Melt Up’ in Markets, With David Hunter of Contrarian Macro Advisors

The market cycle has one final upleg, which will be followed by a historic crash

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.

Follow David on Twitter

Leave a Reply