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Tom welcomes back experienced investment professional David Hunter of Contrarian Macro Advisors. Talking Points From This Episode Semiconductor market and dependency on tech.Parabolic melt-up into a secular top followed by an 80% bear marketSecond wind in housing possible.Global deflationary bust followed by an inflationary recovery cycleDollar weakness now followed by big dollar rally during the bustGold & silver emerging from consolidations with big upside directly aheadOil predictions and tight supply after the bust. Time Stamp References:0:00 - Introduction0:40 - Semiconductors4:15 - Melt Up Analysis6:21 - Top Pattern?9:25 - High-Risk Economy12:36 - Save Haven Assets?15:00 - Dollar Outlook17:00 - PM's During The Bust18:20 - Inflation To Accelerate22:13 - Spoofing/Manipulation26:42 - Inflation Narratives30:06 - Fed Maintain Control?34:02 - Oil Predictions & ESG40:57 - Industrial Recovery43:36 - Metals & Mining Targets46:33 - Wrap Up Guest LinksEmail: Dhunter31@gmail.comTwitter: https://twitter.com/DaveHcontrarian David is Chief Macro Strategist with Contrarian Macro Advisors. He is an investment professional with 25 years of investment management experience and 21 years as a sell-side strategist with robust macroeconomic analysis and portfolio management expertise. His strong macro capabilities, combined with a contrarian philosophy, have allowed him to forecast economic cycles and spot market trends well ahead of the consensus. Intellectually honest, independent thinker comfortable with charting a course apart from the crowd.