Interview recorded - 4th of December, 2024 On this episode of the WTFinance podcast I had the pleasure of welcoming back David Hunter. David is a a contrarian macro strategist with 49 years of experience on Wall Street. During our conversation we spoke about David"s call of the S&P500 reaching 6000 during the lows, how his next projection is for it to hit 7500, Trump trades, dollar bullishness, precious metals, the everything bubble and more. I hope you enjoy! 0:00 - Introduction 0:58 - David’s perspective on market 3:18 - Why S&P to 7,500? 6:18 - $7trn yet to invest 7:25 - Trump trade 13:40 - US Tariffs 19:18 - Dollar bullishness 20:45 - Precious metals 22:50 - Everything bubble 27:40 - Unloved industries? 34:20 - 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/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
From "WTFinance"
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