Podcast
Podcaster
The Jay Martin Show
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Beschreibung
vor 1 Jahr
On this episode of The Jay Martin Show, macro strategist David
Hunter returns to share his bold forecast for markets, the economy,
and commodities. David outlines why he sees a final parabolic
melt-up in equities before an 80% market crash, what he calls a
“global bust” driven by unprecedented leverage and policy error,
and how central banks will respond with trillions in
stimulus—triggering a commodities supercycle into the 2030s. From
state capitalism in the U.S. to the risk of a global financial
system reset, this conversation covers the roadmap, the risks, and
the opportunities ahead. Follow David on X:
https://x.com/DaveHcontrarian Learn to invest alongside the top
minds in commodities. Join The Commodity University today. CLICK:
https://linkly.link/26yH8 Sign up for my free weekly newsletter at
https://2ly.link/211gx Be part of our online investment community:
https://cambridgehouse.com https://twitter.com/JayMartinBC
https://www.instagram.com/jaymartinbc
https://www.facebook.com/TheJayMartinShow
https://www.linkedin.com/company/cambridge-house-international
00:00 – Intro 02:17 – Trump’s economic tactics and global precedent
05:31 – Precedent risk in political power grabs 12:04 – BLS jobs
data controversy and Trump’s response 16:21 – Outdated economic
data collection methods 19:28 – Global economic thesis: the path to
a “global bust” 22:12 – Why the next downturn could eclipse 2008–09
26:51 – What will trigger the bust? 29:22 – Central bank policy
errors and slow stimulus response 33:19 – How a $20 trillion Fed
balance sheet expansion could play out 38:27 – Post-bust monetary
dominance and inflation surge 44:56 – How investors can protect
capital before the downturn 51:31 – Why metals and “safe” equities
won’t be spared in the bust 54:49 – Commodity supercycle: oil,
copper, gold, silver Copyright 2025 Cambridge House International
Inc. All rights reserved.
Hunter returns to share his bold forecast for markets, the economy,
and commodities. David outlines why he sees a final parabolic
melt-up in equities before an 80% market crash, what he calls a
“global bust” driven by unprecedented leverage and policy error,
and how central banks will respond with trillions in
stimulus—triggering a commodities supercycle into the 2030s. From
state capitalism in the U.S. to the risk of a global financial
system reset, this conversation covers the roadmap, the risks, and
the opportunities ahead. Follow David on X:
https://x.com/DaveHcontrarian Learn to invest alongside the top
minds in commodities. Join The Commodity University today. CLICK:
https://linkly.link/26yH8 Sign up for my free weekly newsletter at
https://2ly.link/211gx Be part of our online investment community:
https://cambridgehouse.com https://twitter.com/JayMartinBC
https://www.instagram.com/jaymartinbc
https://www.facebook.com/TheJayMartinShow
https://www.linkedin.com/company/cambridge-house-international
00:00 – Intro 02:17 – Trump’s economic tactics and global precedent
05:31 – Precedent risk in political power grabs 12:04 – BLS jobs
data controversy and Trump’s response 16:21 – Outdated economic
data collection methods 19:28 – Global economic thesis: the path to
a “global bust” 22:12 – Why the next downturn could eclipse 2008–09
26:51 – What will trigger the bust? 29:22 – Central bank policy
errors and slow stimulus response 33:19 – How a $20 trillion Fed
balance sheet expansion could play out 38:27 – Post-bust monetary
dominance and inflation surge 44:56 – How investors can protect
capital before the downturn 51:31 – Why metals and “safe” equities
won’t be spared in the bust 54:49 – Commodity supercycle: oil,
copper, gold, silver Copyright 2025 Cambridge House International
Inc. All rights reserved.
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