September was a “fake out sell off,” says David Hunter.
David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his vision of a “parabolic melt-up” in risk assets that will presage the next market crash.
What we’ve seen since late March was not the real melt-up, Hunter says. Most of the gains are still ahead, in fact the coming months should see the final (and most dramatic) period of the rally. Then things get ugly.