Interview recorded - 10th of January 2024
On this episode of the WTFinance podcast I have the pleasure of welcoming back David Hunter for a 4th time. David is a contrarian macro strategist with 49 years of experience on Wall Street.
During this conversation we spoke about David's thoughts in 2024, why we will see the largest stock market rally in history, what this means for inflation, what causes the stock market rally, whether the FED can save the market and more. I hope you enjoy!
0:00 - Introduction
0:56 - What Will Happen in 2024?
2:13 - Biggest rally in history
9:03 - Broad market rally?
9:28 - Inflation impact on markets?
10:48 - Institutional Investors to drive market
14:13 - S&P500 breaking all-time highs?
15:48 - Stocks Up, Dollar Down & Energy Down?
18:38 - Which industries in cyclicals to perform?
22:08 - Catalyst for the peak then crash?
31:13 - Would Powell increase interest rates?
32:48 - Underlying economic issues
35:48 - Japan precursor for globe
38:18 - How do equities perform during high inflation?
41:08 - Will FED be unable to save market?
46:28 - One message to takeaway from our podcast?
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. My strong macro capabilities combined with a contrarian philosophy have allowed me 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. Accomplished stock picker and value-oriented portfolio manager.
David Hunter -
Twitter - https://twitter.com/DaveHcontrarian
LinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/
WTFinance -
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas