Historic Stock Market Rally In Progress with David Hunter

Interview recorded - 30th of May, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. During our conversation we spoke about David updating his price targets higher, risk of inflation, Russell 2000 to outperform, precious metals, geopolitical risk, US election and more. I hope you enjoy!0:00 - Introduction1:46 - Current outlook of markets?4:11 - What caused David to update catalyst?7:48 - Inflation?10:50 - Disconnect between the economy and markets?12:57 - Bearish sentiment?14:45 - Russell 2000 to outperform?19:16 - Institutions hedging with precious metals?22:51 - Everything bubble?25:01 - Which industries to benefit?28:19 - Crypto to also perform?29:36 - Geopolitical risk?31:56 - Views on the US election?33:34 - One message to takeaway from our conversation?David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas