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“Massive Market Correction” is coming - Where will the money be made?
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.
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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16:21 – Outdated economic data collection methods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
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Published on 4 months, 3 weeks ago