Stocks, Bonds to Rally in Q4: David Hunter

The Contrarian Investor Podcast

Nathaniel E. Baker에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nathaniel E. Baker 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

11M ago 52:21

MP3•에피소드 홈

A short actionable highlights reel from this podcast was released to premium subscribers last Thursday, Oct. 12 -- the same day it was recorded. The full episode and transcript were made available to premium subscribers the following day. Become a premium subscriber by signing up on our Substack or Supercast.

David Hunter of Contrarian Macro Advisors rejoins the podcast to discuss his views on the economy, Fed, stocks, and bonds.

Not investment advice.

Content Highlights

Views on the bond market (1:31);
The Federal Reserve will likely pause again at its next meeting, on Nov. 1 (6:41);
Views on stocks (11:30);
Once consensus emerges that the Fed is 'done' it will remove a major wall of worry and headwind the magnitude of which few are anticipating... (16:14);
Targets for S&P 500, Nasdaq, Dow Industrials, 10-year yields... (21:21);
How the 'bust' scenario will play out (27:02),

To contact David Hunter and find out about subscribing to his newsletter, you need to send him a direct message on Twitter. His handle is @DaveHContrarian. The host will not forward your messages.

132 에피소드

#Economy #Investing #Nathaniel E. Baker #Trading #Business #Bond #Equity #Stock