Introduction1:26 - Current outlook4:01 - Disconnect between economy and markets?5:57 - Tariffs9:22 - Money on the sideline?11:58 - DOGE to continue?15:38 - DOGE & Bill complimentary16:46 - Reduction of the deficit20:13 - Peak of government bond yields?22:20 - Confidence to increase price targets24:28 - Buy the dip29:08 - Which segments are undervalued32:28 - Gold to keep going up?34:36 - One message to takeaway from our conversation?David is an investment professional with 25 years of investment management experience and 20 years as a sell-side strategist with strong expertise in macroeconomic analysis and portfolio management. His strong macro capabilities combined with a contrarian philosophy have allowed me to forecast economic cycles and spot market trends well ahead of the consensus. David is an intellectually honest, independent thinker comfortable with charting a course away from the crowd. Accomplished stock picker and value-oriented portfolio manager.David Hunter - Twitter - https://twitter.com/DaveHcontrarianLinkedIn - https://www.linkedin.com/in/david-hunter-668ba015/WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas