Here in Part 2 of our interview with David Hunter, he shares his projections for what the investing environment will look like should the 80% market correction he expects occurs.
He foresees a relatively brief period of recovery, defined by very high inflation (20%+!) and interest rates (15%+!). He expects commodities to lead that investing cycle, with many of today’s high fliers (like Big Tech), becoming laggards.
In his opinion, active investing will be necessary for investors to build wealth in this new era. The era of easy returns via passive index investing will be over.