David Hunter: stock market melt-up to be followed by a major financial crisis

[@vishyswa]

I never buy the line "the Fed doesn't know what they're doing". In fact, they know EXACTLY what they're doing.

[@dc-5831]

100%

[@thomaskauser8978]

I agree 100%? Haven't seen one old person eating cat food!

[@thomaskauser8978]

My parent and grands don't worry about me having a better go of it than they DID! Old people eating cat food was a t.v. Thing! Jr.

[@mariarivero9567]

100% agree with you definitely

[@Cutdiamond]

Exactly what I was about to say! It amazes me these financial gurus don't understand this.. or do they? This is ALL by design you will own nothing & be happy!

[@excelblackbelt3057]

About time SOMEONE talks about 40-50 years of financial mismanagement leading to a Bear Market that can last years to come. Thank you! I thought I was alone out here.

[@wonton8]

Even when SPX crashes 50% David Hunter will still be calling for a melt up followed by a crash.

[@moseskongi4746]

Why do I keep getting a funny feeling this creepy old ghost could actually be right this time?

[@pearlperlitavenegas2023]

@@moseskongi4746 that's mean. I always listen to the old timers who have seen the ups & downs over the years in these crazy markets....

[@FLAC2023]

@@moseskongi4746 I get you brother... cause the bankgters are going to do whatever they want to squeeze as much alpha from this bear market as they can... and so would any of us IF we were them...

[@toddtonis]

Kerry, you did a great job of interviewing David Hunter in this video and covering all of his peaks and troughs in the market as well as what will create them. One of the best explanations I've seen and could follow. Well done.

[@harpomorris1909]

I admire Mr. Hunter for staying his course despite having made all the wrong calls on the 10 yr bond rate, oil, precious metals, FANGS recovering, or the start of the melt up... He was so right about the market in the 2020s and calling the bottom. But over the past 18 months his calls have been way off. Mr. J Grantham, however, saying we’re headed down as much as 50% seems right. May Mr. Hunter’s wacky melt up calls be proven right! I’m waiting and watching. Thank god I listened to Mr. Grantham and cashed out of my FANGS when they were at their highs!

[@fullofhope2222]

Harpo - I think the crack up boom is months not years away - 2023 will be a terrible burst that few are prepared for

[@godblessallpureheart171]

Very simple, if anyone claims exact Dow # to the day , should not work a day. Billionaire like Grantgam.

[@RawNoLimits]

He was correct that we were gonna have a correction at the start of this year, but incredibly off with length and lows. 2021 he also called for more highs during the September correction. Grantham has had nearly the exact same call for years now. If you listened to him years ago you would have missed out one of the biggest bull runs in history.

[@mth469]

I think the powers that be are going to hold this together until they can ram CBDC down everyone's throats. That is unless there is something unexpected which they cannot paper over between now and then.

[@macy9123]

The dude is all hype !!

[@thethinkingman9338]

I watch every David Hunter interview. He has not altered his view for the past 12 months. He is very adamant about what he sees transpiring.I for one take his view very seriously

[@issenvan1050]

Lose money, then.

[@markminister2599]

I agree. I think the hyperinflation is the reset and is followed by deflationary period. That of events has been confirmed during the 20 century already in various countries around the world.

[@issenvan1050]

@@danielphillips1171 a lot of people have lost incredible amounts of money since Nov., while you have been sitting on your sofa.

[@issenvan1050]

@@danielphillips1171 ON Nov. 10 people lost a lot of money. My Uranium stocks tanked, for instance. YOU were the one who initiated the conversation, keyboard tiger.

[@danielednie-lockett4616]

I think we've already had the melt up

[@indivisibleman8596]

$50 silver in early 80s is equal to $166 in 2022 dollars.

[@frankuratani3397]

I like contrarians like you David, thanks for being there. In the past being contrarian has served me well. Now that I found another one like me, I am truly blessed my brother.

[@ronfesta771]

Me thinketh great to have an Aussie financial podcast with these amazing international experts keeping us up to date on these very important topics. Thanks Kerry, keep up the great work!!!😉🙂

[@henryoen191]

L0

[@henryoen191]

z

[@pearlperlitavenegas2023]

Kerry is such an talented interviewer & excellent speaker

[@dshephardcomposer]

It's getting preposterous with this guy. At this point, David Hunter is a showman, relying on the great showman's credo, "There's a sucker born every minute." If you're looking for a melt-up, get in your time machine and travel back to November of last year. It happened. It's over.

[@stablegenious]

David missed on every prediction he made since I started following him in 2020

[@longnshorttpa]

This was the exact comment I was looking for before I unfollow him on Twitter. Thanks. I figured I would find it. lol

[@leew159]

And he was wrong for years before 2020 just like most of these liars.

[@mth469]

Not true. He had a number of good hits... although his predictions over the past 6 months have been off in timing or off completely.

[@leew159]

@@mth469 would love to hear specifically what his "good hits" were and exactly WHEN he predicted them

[@longnshorttpa]

@@leew159 that was my next question lol.

[@dlbdlb3919]

SO , we are at the top of a 40 year run , BUT we are going to have a 50% melt up. BOY , I missed something

[@mth469]

It's one last run to the top.

[@mikes.2471]

A 50% melt-up from here will only get us back to the ATM of Dec 21.

[@juancpt]

Bearish sentiment is not a trigger for a melt-up. His forecasts are based mainly on sentiment. He's been saying the same thing for years now. The thing I miss from David's interviews, are charts to back up his predictions! I mean come on, this is 2022!

[@robbryce4884]

"I could be wrong for sure..." David Hunter.

[@opentrunk]

Truer words were never spoken

[@Yahniboy]

That says it all

[@richardsutcliffe98]

I think his timing can be off but so is everyone else’s and that standard which he accepts. He talked about the Fed coming back off the rates months ago before anyone else and now there’s many an interview suggesting same thing now. I like his forecasts, I balance risk in both direction so could gain from meltup but not loose everything if it goes another way. What’s clear is active management is now needed

[@CaMT888]

Great job! You both did excellent. Thank you so much for helping us little guys to understand the macro picture and prepare

[@thomaskauser8978]

Kerry's reactions are cassic! Takes me back to *08! Halcyon days when a housing crisis sent them rolling and kicking with laughter at the mere suggestion!

[@NjonjoNdehi]

Instead of a melt-up followed by a bust, I think we'll just have a bust. The market will front-run the melt-up so it's not gonna happen.

[@mikes.2471]

Meanwhile WallSt is unloading everything on the retailers hoping for a meltup that ain't happening.

[@mebigota8821]

It's amazing all the experts and analyst are all always wrong what a profession.

[@Archimedes75009]

I love listening to them because they all make me laugh :-)

[@frednil8304]

@@Archimedes75009 Its easy being right 50% of the time, just flip a coin.

[@DBEdwards]

GREAT INTERVIEW. I truly enjoyed David Hunter and the SMALL CAPS. Well done

[@benjaminchivers7424]

Kerry this is a great interview from a host perspective

[@MyTRK1]

Seems like we're just at the beginnings of the bust. We already did the meltup.

[@mth469]

its great that everyone thinks we are going down.. which is likely where we are NOT going. David could well be right.

[@MyTRK1]

@@mth469 He still might be; dk. But valuations are still elevated and I don't know what would justify them rising.

[@mth469]

@@MyTRK1 They wereuch higher just a while ago. So people were somehow justifying their relentless rise.... more so due to inflation than any real economic prospects

[@vectorphresh]

@@MyTRK1 I think there's going to be a large settlement of margin debt, which could by the cause of the temporary upward price movement.

[@MrFinallythere]

@@MyTRK1: Sandy, what justified Equities moving as high as they did the past 18 months ? $5 Trillion dollars leveraged to 30-1 would add huge fuel to a Monster Bull Run in Equities.

[@MrFinallythere]

A mild to respectable pullback on the Ten year note from a recent high of 3.46 to 3.23. Will it hold and continue to move lower ? Time will tell. Those Bonds need to drop further for the Equity side to advance. Im pulling for you David! I too want Equities higher. Who wouldn't ?

[@wilfhigginson465]

There was definitely not “hyperinflation” in the early 80’s. We would not be discussing economics in USD context if there had been a “hyperinflation”.

[@anistar002]

David is a joker. People following his melt-up thesis have become the joke.

[@ctkinver1]

Tend to agree, ive followed him on twitter for a few years (over 3) now and he is constantly changing his melt-up timing. He's still trying to claim a lot of credit on his last call in 2020 for the market bottom.

[@anistar002]

@@ctkinver1 His subscription costs 1000 dollar and I have heard he have got 2000 subscribers. Its a great business where there is no accountability. The public memory is worse than goldfish.

[@romankristofic3208]

@@ctkinver1 I wonder why Warren Buffett increased his stake in oil companies by 30 billion dollars at an oil price of 120 USD/barrel - when, according to David, oil will cost 30 dollars per barrel next year. Either Warren is a genius and David is wrong, or it's the other way around.

[@conordunne3644]

great interview, DH should be on more regularly...

[@blondspike74]

Brilliant interview. Thanks 😊

[@oqualcycle]

Insanity is being unable to change your forecast in light of new data. This guy has been calling for a market meltup for over a year now even when new data suggest that the market most likely peaked in January 2022.

[@Schmederling33]

Try 2 years since the elections...he's been calling a melt up since then....man's a joke...

[@twong6531]

he is in a good profession, wrong yet gets paid

[@chitownbearsfan123]

Either senile are just plain dumb. Calls the top on 30-year at 3%. Look at it now. Trying to hard to be Michael burry but will die a nobody

[@markharris5861]

a tad like a politician money for jam

[@pearlperlitavenegas2023]

I Enjoy listening to Kerry speak.

[@rof8200]

He'll be wrong until he's right 😆

[@mikkimikki5376]

More just like this. David is enlightened with futuristic gifts. PAY ATTENTION✨

[@slowride9994]

We know from experience this year that inflation alone doesn't help gold and silver. What brings the price of metals down is a strong dollar, brought about by tightening interest rates. Conversely every time the dollar weakens, gold and silver - and the market - go up.

[@dave8212]

One of my favourites, thanks Kerry & David 👍💛

[@Me-zo8yc]

Really enjoyed this one!

[@markminister2599]

Fantastic interview Kerry

[@ronlev192]

Best guest at your show so far by far the others

[@roydesell223]

Thank you Kerry always love David's interviews

[@aquarius9491]

oil @ 200 barrel, just wait til reserves run dry !!

[@mmiller8949]

He lost me when he cited the inflation rates that the government tells us we have currently, rather than what they really are.

[@thomasjonesiv1347]

Peter Schiff estimates it is actually double what the fed says it is.

[@thomaskauser8978]

The Fed agrees with you and not him? Fixed it!

[@E.Vancina88]

He's not talking about the rate of your mortgage, he is talking about the rate of the governments/primary banks debt...

[@williammorgan7769]

More than twice as high as reported.

[@anav587]

the numbers that affect the markets are the reported numbers

[@davisutton1]

I wonder when i hear the melt-up story, this didn't happen in late 2007-early 2008, the market topped in late 2007, fell, rebounded about 70% of the way back up, then crashed. If we must have a melt-up, isnt't that what April 2020-December 2021 was? What is the natural law that means we must travel to new all time highs. This 'Blow off top" scenario seems doubtful.

[@beatch42]

In cyclical history, there was a depression caused by the pandemic. Followed by the roaring 20s and the great depression. No reason this time should be different

[@DonRua]

I agree. Perhaps he didn't have time to substantiate his argument. Or maybe he thought it was so obvious that he didn't care to elaborate. I heard another chap got into "Phillips Curve". How many Keynesian die hard here? Lol. Pure speculation, a lot of money sitting on the side line. I am a nobody and I have high 6-digit looking for a home. Buffett had 130 bil before he started buying the dip. S&P 20% down, AMZN down 40%, BTC down 60%, nobody is panicking, at least I am not lol. Because we all think we are gonna score big coming up. That sideline money can possibly push the mkt beyond ATH. And it all depends on what blackrock has up its sleeves this time. When sideline money is spent, no fundamentals to support the mkt, that maybe the big daddy crash. Keep in mind that the whole thing is about Structural Trade Deficit to RECYLE TRADING PARTNERS SURPLUSES. The US market has retained 70% of their SURPLUSES for the last 40 years. It's like we already got their hard earned money, whatever happens to the mkt is totally irrelevant to the big picture.

[@mikkimikki5376]

Not doubtful if Fred continues it's so-called QT, along with more stimmy checks which FJB will hand out just before the election. There you have it (as the Brits would say.)

[@mikkimikki5376]

Watch for spammers here.

[@mikkimikki5376]

@@DonRua Good thinking! Thank you for replying to help teach us.

[@michaeleichenberg8618]

I will declare him the smartest man in the world if we see oil at $20 a barrel. For instance today the oil price is up to $118, the 10 yr is going up again and sits at 2.95%, dollar strengthening. Markets down big again.

[@MyTRK1]

Lots of people have followed him and have gotten hurt.

[@hughess004]

I used to like David the contrarian but he has become as consistently wrong as Harvey Dent and that's a place you don't want to be.

[@marcelbiesinger5283]

Thank you very much for the information. Greetings from Bavaria. Home of the 🍺

[@oliverh190]

Greetings from Swabian the Home of the Spätzle, Porsche and Mercedes 💪

[@marcelbiesinger5283]

@@oliverh190 kenne ich doch genauso gut. Bin gebürtiger Schwabe aus Ehingen an der Donau 😂

[@j2hsieh]

im a Contrarian of this Contrarian David

[@DBEdwards]

I want to hear back from you 30 June to see who is TOP DOG then

[@yasinnabi]

Good morning if it is morning there, cuz I am drinking my morning coffee and watching you..... thanks for the share , subbed !! a fellow creator

[@tomle2600]

The inventory correction will not be as extreme as stated here because inventories are so constrained as it is right now. There is a lot less correction needed to right size inventories. Demand may be low but we will see a small recession versus a drastic one.

[@DBEdwards]

Markets rise upon walls of worry. Don't forget it

[@pedrofilgueiras7466]

One thing about David Hunter is that he sounds crazy but time always proves that he is right

[@supersai4198]

And what time would that be? Because it sure as hell wasn't 2020, 2021, not 2022.

[@jdawg443]

I like how David interacts with his trolls on twitter. Watch and learn! See ya! Every time the S&P goes down even half a percent, people seem to blame David personally. Anyway I think his targets are pretty nuts, but I think he's spot on about sentiment right now. I think June and July will have a powerful move up and it may be enough to put us back on an up trend. New highs around early October seem very plausible to me. Although I think we're in a very crazy bubble time, I just try to remind myself I bought into this crazy ride a long time ago and saving a little to buy some stocks, especially when they're down, every month is probably going to work in the long run.

[@lapuntadelfin]

David is far from being a lone wolf but is being painted heavily as one. Wonder why? David Brady and many others rightly point to a Powell Pivot coming soon and then they print more than ever before. With that comes an avalanche of money that has to go someplace. Naturally the stock market is one such place and the PM markets another. Luke Gromen has called the top on the DXY - today. It is all shaping up. Ignore David, Luke and Grant Williams at your peril.

[@lapuntadelfin]

In referencing Luke and Grant I rely on subscriptions that I obviously cannot share here. But for David Brady he has recorded an interview with Palisades Radio just tonight (on YT) echoing that view that there will be a pivot and that the stock market, and PMs will absorb it like a sponge. A decline in DXY will light the way.

[@trudy6132]

Hunter talked about what is unfolding since January, i.e. bonds doing the move for the Fed & pivot, so he was very early.

[@JR-jj2dh]

Anyone here read Arthur Hayes takes ? How do you feel about David & Arthur’s takes ?

[@waynefaulkner2180]

David's forecasting is coming, so get prepared for it. Buy gold and silver. Thank you for the time-frames.

[@ifitistobeitisuptome]

I've been hearing that for the last 10 years!! Buy Gold Buy Silver!! And in the last 10 years they've both done absolutely...............................................NOTHING!!!

[@oliverek7]

Liber 8 that’s because the crash hasn’t happened yet. It’s becoming more and more obvious that it is coming as different crises keep popping up in order to mask the impending implosion of the debt hyper bubble. Be patient.

[@patgallagher6814]

Check over 30 amigo, it's outperformed the SNP. Patience. If you don't know gold you don't know history.

[@Centerflow]

There is a lot of gold depots in the Grand Canyon. Silver is hard to mine and limited supply unlike the mass amount of gold that does not have the utility in the manufacturing world. I choose silver over gold. If JP Morgan would stop rigging the Commodities market, then free trade would take all commodities up.

[@sparczzz]

good interview Kerry, great content, thanks

[@andrewlautier443]

“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” Warren Buffet You will need to include in prediction calculations: weather, war, pandemics and what ever else we can't predict more than a few days ahead

[@jamesholden1359]

WATCH - next week the FED raises rates only 25bp - shocking the market leading to a rally - then july they also raise 25bp - confirming the melt up

[@abdulmusawwir6769]

This video is a real milestone

[@notsharingwithyoutube]

This doesn't seem to be happening. Are you sure the melt up wasn't last fall? Because it seems like it was last fall...

[@markminister2599]

We have experienced deflation. The government will react and print money. That will cause hyperinflation then the reset.

[@fullofhope2222]

If you didn't start preparing 4 years ago - forget it

[@roubini74]

IF usd IS TO ROLL OVER. tell me which other currency is better? currency is reciporcal to other currency.

[@tdrbrt]

Inventories are high, but were also onshoring production out of China. Bury thinks they'll pretty much cancel one another out.

[@tomjones2166]

what you mean by undervalued is manipulated by money printing, and futures..right?....

[@chevypreps6417]

I think this guy might be close to being correct.

[@MyTRK1]

Huh?

[@bbbeck6573]

Harry Dent says crash, and bear market rally rather than melt up and then 80% crash. All due to Fed flipping in July then rally inflation goes crazy and then 80% market crash. Commodities zoom up.

[@vcash1112]

I disagree on the dollar heading to the down side, we can’t afford to have a weak dollar…..

[@johngammon963]

Excellent interview = subbed

[@Edgar4T007]

Great macro analysis.

[@JohnRBasher]

Why do I have the feeling this guys personal portfolio is locked in long.

[@stlouisix3]

I think David Hunter may just be correct about this.

[@coolrecursion]

Great interview.

[@DrunkenXiGinPing]

He said there would be a 40% melt up. Hahahhhahah…… he might as well smash a dozen eggs in his own face now !!!!!!

[@youAbajajTube]

Agree with this guy

[@tdrbrt]

If you look at an inflation chart of the 1920's through the 1930's, his thesis is very plausible. There's also the reverse repo market, now at about 2.4 trillion and growing, that can be flooded back into the system - right into capital investments.

[@sumudunigems9517]

David hunter my Man Save big $ to me. Thanks, David for your valuable input.

[@Yahniboy]

Well it’s mid August and the S&P is at 4280. Way off it lows. And he sees 6000 by when? He said within 6 months back in May. So year end? Could happen but I doubt it. My question what’s more important to him time or price?

[@id9139]

Where is the best country to be when things implode?

[@mxoldtimer4braaappp858]

Not sure but I feel like disappearing down the baja

[@Yahniboy]

Mexico 🇲🇽

[@ValMartinIreland]

You would need a return on your investment of 10% or more to keep up with inflation. Will the burst also hit gold?

[@joycekoch5746]

No melt-up we will drift around at flat levels for a good well on stocks.

[@alwaysalert1543]

Down...down....down.

[@RJC10101]

Hunter off his rocker

[@mh01769]

Something doesn't seem right...

[@silverbullag4759]

I believe David is Right on the bust side of things,The melt up though i can,t see how,Here,s what i think is likely,Recession now major downturn in Equitys +,fed reverses course,Then shit melts up into the bust next year

[@robertfeinberg748]

Dudley Doright called for the Fed to take the market down to create a reverse wealth effect, but it doesn't seem to be happening. I predicted in 2007 that the bond market would act ahead of, or instead of, the Fed.

[@mth469]

Dudley seems to want to run the economy like a Soviet Central Planner.

[@robertfeinberg748]

This is why I call us the United States of Soviet America (USSA). We have adopted the Soviet model and we follow an Industrial Policy of bailing pout failing enterprises who CEOs are Demigarchs. My book will say that this regime lost its legitimacy many years ago, and the crisis I have defined is not fixable.

[@khazaddim]

This guy is calling for a return to 20% interest rates. Why would the world do something that no one wants to do?

[@jonswanson7766]

Powell is playing with dynamite. If you don't know what the credit creation theory is, you don't understand that commercial credit created a bubble. If the interest rates keep going up and equities and real estate drop, the banks will be insolvent. The range for volatility is way too narrow.

[@akesha4138]

If he is correct I will have a comfortable retirement. Keep the faith. Buy silver.

[@DBEdwards]

Absolutely. I own a fair amount

[@karma4406]

Mr. Hunter report card for past 20 years. He has no report card.

[@godblessallpureheart171]

Mr. Hunter, show all your followers how much $$$$ you have???? Why should they follow you when your investments were not profitable. Are you trying to fool poor investors????

[@stuartvickers5778]

This didn’t age well

[@browpetj]

Great analytical view there 👌

[@dkvikingkd233]

Price increase is just not the same as inflation..

[@Marc-io8qm]

Harvey Dent 2.0

[@leinad5243]

Ice cream melts down not up

[@CS-pw3xy]

Hold the cone upside down

[@AFuller2020]

Hey David, tell how bad it was under Carter, remember? This is peanuts compared to that, and we made out just fine.

[@Tsja6933]

true about many bearish. But so many more are hangin in there with their stocks going down down DOWN. Everybody owning stocks...

[@mikeh3175]

Problem, reaction, solution= The Great Reset

[@karma4406]

Why would I listen to Mr. Hunter, if he was so so smart, why is he working?///

[@pearlperlitavenegas2023]

Bill Gates Jeff Bemis Sleepy Joe & Nancy Pelosi still work ask them Why???

[@waterym1449]

Great interview like always.

[@robertfeinberg748]

This is what has been predicted for a long time, but the Powell Put seems to still be in effect.

[@joycekoch5746]

Thoughts on the future of the economy of The Russian Federation over the next decade?