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David Hunter of Contrarian Macro Advisors rejoins the podcast to update listeners on his prediction of a 'parabolic melt-up' in risk assets that will be followed by a 'deflationary' bust.
Over the course of the 40-minute conversation, Hunter also updates his forecasts for rates, technology stocks, commodities, and more.
This podcast was recorded the morning of Monday, March 22 and made available to premium subscribers that same day.
Content Highlights
(Spotify users can click on the timestamp to link to the start of the segment directly)
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