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Palisades Gold Radio
May 12, 2022
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 U*****e 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.
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