About this episode
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
Get every episode summarized
Each time WTFinance publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from WTFinance
Iran, China & Russia Are the Winners of the War | Vali Nasr
WTFinance
The Bond Market is Hitting its Breaking Point! Steve Hanke
WTFinance
Gold vs. The Dollar: Why the Global Hegemony is Ending | Matthew Piepenburg
WTFinance
The Middle East, US Sanctions, and the Coming Economic Shift | Doomberg
WTFinance