David Hunter: What To Own For A Market Meltdown


Yesterday we presented Part 1 of our interview with contrarian macro analyst David Hunter.

In it, he shared the latest details on his controversial call for a massive market melt-up in the next 3-6 months, to be followed by an even more epic crash soon after.

Yesterday’s discussion focused on the melt-up and which assets David thinks will perform best in it.

Here in Part 2, he gets specific about the crash.

How long will it last?

How deep will it go?

How to position for it in advance?

For his answers, watch Part 2 of our interview with David Hunter:

David Hunter: 40% Market Meltup Over Next 6 Months, Then 80% Crash


Few experts I interview generate as much controversy as macro analyst David Hunter.

He’s a contrarian by nature, and so is most comfortable when his forecasts differ extremely from the consensus view.

And despite today’s grim macro outlook of spiking inflation, rising cost of debt, a struggling consumer & inverted yield curves predicting recession – he’s doubling down on his forecast that the S&P will leap higher by 40-50% over the coming 3-6 months.

And if that’s not a bold enough prediction for you, he’s then calling for the markets to fall soon afterwards by up to 80%, as the biggest financial crisis in US history takes place.

Can the prediction of such massive moves be credible?

Well, agree with it or not, there’s a rationale underlying David’s convictions.

To learn it, as well as which assets he predicts will fare best if his coming meltup indeed occurs, watch this just-released interview with David Hunter.

David Hunter: Own These Assets For The Coming Meltup & The 80% Crash That Will Follow


Here in Part 2 of our interview with contrarian macro analyst David Hunter, David reveals the assets he thinks will perform best during the 40% meltup in the markets he sees ahead (all the way to 6,000 on the S&P 500).

He expects most assets to do well, but in particular, he thinks Big Tech, semiconductors, base metals, commodity producers, autos & airlines & precious metals and miners have bright prospects.

He then does the

same for the assets that he expects will perform best in the 70-80% market crash he sees happening in the back half of 2020. For this stretch, he think long-dated US Treasurys, the dollar, and cash will be best to own.

To watch Part 1 of this interview with David Hunter, go to: https://youtu.be/o7_zUYCDjoo