David Hunter: Bond Market is Going to Force the Fed to Pivot

Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode * The markets are bottoming, fear is high, and from here the bond markets will be setting the tone.* Expectations for the Fed and the likelihood of them over-correcting.* The coming melt-up rally, its causes, and the effects of supercycles.* David's energy forecasts were affected by the Ukraine conflict as were other commodities but he expects the effect to be short-lived.* De-dollarization and why the dollar may be topping.* Targets for precious metals during the melt-up.* The bust and how an 80% bear market will shape out. Time Stamp References:0:00 - Introduction0:41 - Recent Corrections?4:50 - Melt-Up Rally8:58 - Fed & Hiking Problems10:35 - Rates & Housing12:55 - CPI Figures15:38 - Energy & Inflation17:51 - Market & Cycle Calls22:54 - Investor Sentiment31:00 - Ukraine & The U.S. Dollar36:38 - Metals & Relative Strength38:54 - The Deflationary Bust42:34 - Wrap Up Guest LinksEmail: [email protected]: https://twitter.com/DaveHcontrarian David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 21 years as a sell-side strategist with robust macroeconomic analysis and portfolio management expertise. His strong macro capabilities, combined with a contrarian philosophy, have allowed him 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.