Stijn Schmitz welcomes David Hunter to the show. David Hunter is Chief Macro Strategist with Contrarian Macro Advisors. Hunter presents a deeply contrarian outlook, arguing that the extreme bearishness in the bond market signals a major bottom in bonds and a top in interest rates, particularly the 10-year Treasury. He believes the current narrative of an inescapable fiscal trap and higher rates is already priced in, and he expects oil prices to roll over into the $60 range, contributing to a downside surprise in inflation as the economy slows.

Recorded on: October 08, 2026

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Timestamps:
00:00:00 - Introduction
00:00:59 - Treasury Market and Yields
00:02:20 - Contrarian Bond Market View
00:04:40 - Oil Prices Roll Over
00:10:29 - Inflation Peaking and Softening
00:12:10 - Equity Markets Bullish Outlook
00:17:52 - Impending Global Economic Bust
00:35:39 - Gold and Silver Performance
00:47:29 - Mining Stocks Opportunities
00:52:24 - Concluding Thoughts

Guest Links:
X: https://x.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.

#BondMarket #FederalReserve #Inflation #OilPrices #StockMarket #Gold #Silver #MiningStocks #Economy #Recession #Deflation #Hyperinflation #FiscalPolicy #MarketSentiment #Commodities