@esInvests I know this channel isn't political, but I can't help but wonder with Trump seeking Jamie Dimon (CEO JP Morgan) as Treasury Secretary, eerily similar to George Ws' Hank Paulson appointment (former CEO of Goldman Sachs) that was in place during 2007-2008 financial collapse. Starting to make sense that they want Dimon in place next year as Treasury Secretary when crash happens so can do TARP 2.0 with the big banks getting bailed out and absorbing 100s of small banks. The template is just last year with silicon valley bank....this scenario kind of tracks perfectly with David's thesis. Would love to hear from someone who could compare/contrast 2024-2025 to 2007-2008 who knows a lot about TARP, and banking system to see if same kind of policy response is possible.
@@_JimmyBeGood Granted ... Hunter has missed the "Timing Target" a LOT over the last 6 years. His "Melt Up" timing has been adjusted 4+ times over the last 6 years. He claims the Post Covid market counts as a "Melt Up"... But never really hit is targets AND was more of a Black Swan... NOT a CYCLE climb like he predicted. His last chance to "Look Credible" will happen in the next 6 months. 7000 S&P ??? Then a 80% Crash?? we will see. Hunter will have to GO AWAY permanently if this does not happen.
Thanks for having David Hunter on! I re-watched his interview with David Lin yesterday coincidentally from 2-3 months ago, and everything he has been saying is spot on. Brilliant man! The clown car of perma-bears on RU-vid is insane... we all know there's going to be a currency crisis/credit event in future (bust) but if had listened to them last year, it would have cost me huge gains I've realized during this melt up in market this year. This guy is real deal and his calls are on track to be absolutely legendary. Thank you!
Excellent - a far more rational and useful layout of the future than most. Time to make money on the up - and the down - AND get used to the possibility of future extreme materials/energy scarcity - learn to grow food, get some off- grid solar, build a solar cooker and get a good electric bike (ideally w covered top). That all takes time to learn. Valuable information!
Hi Eric, i drew lines in on the S&P500 March due to Davids analysis. And the S&P is following the lines i drew nearly to the T. Thank you for your interviews they are great ❤
Great Analogy David, comparing Fed's Retro Data Decision Process being compared to Using Your Rear View Mirror to Drive Down a Curvy Road. That's the First I've Heard That One.
I agree a July rate cut surprise seems possible, especially if the Fed weighs the negligible impact of cutting a little earlier, against the benefit of forgoing drama/controversy of cutting at the meeting closest to the election.
Need to ask Dave how to invest in the bust. While commodities price will escalate, so will the costs of the producers - so their margins and valuations will be under pressure. Would suggest small investors will need exposure to commodity price and not commodity businesses through futures ETFs or holding precious metals them selves? Would like to hear Dave's opinion on this?
What’s puzzling is this guy is a cordial perfect gentleman (old school that I can relate to) on his you tube videos , yet turns into a nasty high school professor on X. He does have endless patience with some of the idiots but also is unapproachable for fear of harsh reprisals.
Thanks for sharing the interview! Interesting topics and views :) However something that ruined it a little bit for me since i don't have time to listen to the full hour is that the chapters in the video is not correct. I assume AI or something has been used to generate them? It happened several times and a concrete example is that i wanted to listen to 44:51 - Performance of Metals and Commodities However the question does not being until ~49:30
@@Paul-sb3jg Hussman main fund started in 2000 with crash in market he did great and amassed $6B AUM. Since then the return has been less than 1% annually . No family office, institution or individual would put up with that performance. His AUM is now about $300M and that is probably HIS investment. He could mail his annual report to shareholders with half a book of stamps. What is amazing is he gets interviews ,like this one, where he gets praised for what he SAYS but not his terrible record. Hunter is an experienced investor but he started his melt up scenario in 2020. How long should a call take to be considered valid?
David, you mentioned corporations will increase earnings expectations for next year when Fed starts cutting. Yet you expect a major stock market decline. Are you saying these projections would be wrong if market crashes in 2025. Or do you think market crashes because they don’t increase projections or decrease projected profits?
I recently sold some of my stocks positions, but I'm retaining a portion for the long term, I want to diversify my $400K portfolio to new gen stocks with masive potential, but I'm uncertain about risks. kinda confused here.
Erik like ur questions but the lack of u listening and getting distracted with looking out the window or away or reading something..from focusing on David makes u look like ur not really listening.. 😅😂
He's predicting a road warrior scenario for the 2030s. I hope this doesn't happen. It's not a world anyone wants to live in, no matter how prepared one thinks they are.
I think we are pretty much there now, it's just that if mainstream media doesn't show you what is happening in the here and now most people don't think it's really happening
Smolenski, you would be more savvy if you understood that the Fed does not set interest rates. For its entirely history, it has simply followed the 90 day Tbill rate. Talking about when and how much the Fed might cut rates does nothing.
Sort of. I agree with the general sentiment but its nuanced. We've seen a significant divergence in bonds and what the fed has maintained rates at for the last two years. If your prose was correct, we wouldn't have rates where they are today.
I don't get it, how is he forecasting a hard landing but a massive bull run before it? what is the timeline for the bull run? before rate cuts start or after?
He is forecasting a “ Melt up” of historic proportions between Now & 1st Q 2025, followed by a Crash up 80% that will bring about a depressionary economic environment lasting max 12 months followed by a commodities Bull cycle, during this cycle he sees gold reaching 15-20k and Silver $300+
Appreciate the notion! His calls are not mine so I've no skin in what he discusses may or may not happen. As I always remind people, the main idea is to pay attention to the concepts and connections he makes. Take what you like, leave what you don't and continue growing. That's the model! Take care!
David is one of the biggest clown of wall street haha. He's been consistently wrong on nearly everything he said for past 10+ years. His clownery always amazes me 😂😂😂
