Here in Part 2 of our interview with contrarian macro analyst David Hunter, David reveals the assets he thinks will perform best during the 40% meltup in the markets he sees ahead (all the way to 6,000 on the S&P 500).
He expects most assets to do well, but in particular, he thinks Big Tech, semiconductors, base metals, commodity producers, autos & airlines & precious metals and miners have bright prospects.
He then does the same for the assets that he expects will perform best in the 70-80% market crash he sees happening in the back half of 2020. For this stretch, he think long-dated US Treasurys, the dollar, and cash will be best to own.
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