David Hunter: Leverage Will Create the Largest Global Financial Crisis in History

• Palisades Gold Radio
  To subscribe to our newsletter and get notified of new shows, please visit http://palisadesradio.ca​ Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode – Parabolic melt-up into a secular top followed by an 80% bear market – Global deflationary bust followed by an inflationary recovery cycle – Dollar weakness now followed by big dollar rally during the bust – Gold & silver emerging from 8 month consolidations with big upside directly ahead – Oil to low $50s before a rally to $75 this summer and then falling to $10 in the bust – Will see a huge commodity cycle following the bust Time Stamp References:
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  0:00​ – Introduction
  0:40​ – Surprises Last Year
  2:30​ – Q2 – Melt Up
  5:48​ – Bear Market Coming
  8:00​ – Leverage/Derivatives
  9:31​ – Dis-inflation
  15:00​ – Stagflation?
  18:23​ – Yield Curve Control
  21:18​ – Interest Rate Sensitivity
  22:23​ – Dollar Outlook
  24:27​ – Bust Timelines
  26:45​ – Bust & Metals/Miners
  29:04​ – Rates & Gold Price
  31:55​ – Biggest Bubbles
  34:12​ – Supercycles & Commodities
  39:00​ – Oil in the Next Cycle
  41:02​ – Currencies & Resets
  44:57​ – Investor Psychology
  47:15​ – Fundamentals & Sentiment
  50:42​ – 2nd Quarter Targets
  53:36​ – Concluding Thoughts

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