Predicting Market Parabolas with David Hunter
Update: 2024-04-10
Description
In this episode, 42 Macro's Darius Dale and David Hunter of Contrarian Macro Advisors discuss market cycles, sentiment, and the path to a potential melt-up in equity markets. David outlines his bullish target of S&P 7,000, driven by sentiment shifts, sidelined cash re-entering markets, and parabolic price action as skepticism fades. They also explore macro risks, including massive global leverage and policy errors, which David believes could lead to a global bust following the melt-up. Both emphasize the importance of understanding cross-market indicators and managing risk in a complex, sentiment-driven environment.
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