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 SP500).

He expects most assets to do well, but in particular, he thinks Big Tech, semiconductors, base metals, commodity producers, autos, airlines and 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. See the YouTube Video for the charts and graphics: https://youtu.be/6mw37-D66wg