Investors / stance tracking
What Francis Hunt is saying
FollowFollowingUnfollowFounder, The Market Sniper
11 dated public stances tracked since 2025-05-29, most recently 2025-08-21. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Francis Hunt's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Francis Hunt is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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11
tracked stances
11
themes
0
side flips
2025-08-21
last heard
Returns 90d -0.9% 38% correct · 8 calls · 180d +5.8% 25% correct · 8 calls · 1y +0.7% 25% correct · 8 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2025-08-21 | USD | bearish | -2.8% | -0.8% | -4.5% |
| 2025-08-21 | SILVER | bullish | +34.2% | +91.8% | +81.2% |
| 2025-05-29 | SPX | bearish | -9.9% | -15.1% | -29.7% |
| 2025-05-29 | Long Dur Treasuries | bearish | -1.7% | -7.1% | -4.1% |
| 2025-05-29 | HOUSING | bearish | -21.2% | -13.9% | -8.9% |
| 2025-05-29 | GOLD | bullish | +2.3% | +24.4% | +36.5% |
| 2025-05-29 | DEFENSE | bearish | -13.1% | -15.3% | -34.2% |
| 2025-05-29 | BITCOIN | bullish | +5.3% | -17.3% | -30.5% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BITCOIN | 1 | 1 bullish | 2025-05-29 | |
| DEFENSE | 1 | 1 bearish | 2025-05-29 | |
| GOLD | 1 | 1 bullish | 2025-05-29 | |
| HOUSING | 1 | 1 bearish | 2025-05-29 | |
| Long Dur Treasuries | 1 | 1 bearish | 2025-05-29 | |
| PLATINUM | 1 | 1 bullish | 2025-05-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Fiat debasement is entering a parabolic phase while physical silver supply is tightening toward 'unobtainium' conditions (evidenced by lease rate spikes), industrial demand from solid-state batteries alone could consume 96% of annual mine supply, and a…
“when I say three digits, I don't just mean the 100. That's a projection from the fixed price lows to the 80 high”
90d +34.2% · 180d +91.8% · 1y +81.2%
Francis Hunt: Silver Could Hit Triple Digits as Debasement, Debt & Stagflation Crisis Escalates
2025-08-21
UK GILTS
bearish
Wealthion · video
The UK Labour government is running structural deficits that would require over 50% of IMF funding capacity to plug — far beyond prior Truss-era interventions — making a rate spike and property market contagion imminent, potentially within weeks to months
“I think that's going to be your next headline in terms of rates and debts”
Francis Hunt: Silver Could Hit Triple Digits as Debasement, Debt & Stagflation Crisis Escalates
Record US fiscal deficits, record bilateral trade deficits with Europe and China, and deliberate debasement policy combine with a technical megaphone (broadening) structure on the DXY that projects continuation lower through the 100 level to new lows
“dollar weakness since this point at 110 has been the trade. You've gone through 100 and you're likely to go through a little lower”
90d -2.8% · 180d -0.8% · 1y -4.5%
Francis Hunt: Silver Could Hit Triple Digits as Debasement, Debt & Stagflation Crisis Escalates
Record unaffordability at 7-8% mortgage rates, 41% of new mortgage applications already being rejected, average homebuyer age rising to 57, and a coming credit freeze will trigger a housing crash with negative real returns for years
“I would live in one and I'd have nine of them on the market”
90d -21.2% · 180d -13.9% · 1y -8.9%
Francis Hunt: The Financial Reset Has Begun
In a reserve asset crisis where bonds lose credibility, gold is the primary alternative reserve asset and will parabolically reprice 45 years of accumulated debt malfeasance—with the full rerating not yet begun and top-callers certain to shake out weak hands…
“This will look cheap in a year's time”
90d +2.3% · 180d +24.4% · 1y +36.5%
Francis Hunt: The Financial Reset Has Begun
Said again: 2025-08-21 (Wealthion)
Bitcoin will serve as digital gold in the new monetary system and at a $2.2T market cap has 10x+ upside potential as capital migrates from the collapsing fiat/bond system, though it carries far higher drawdown risk than physical gold in acute stress events
“The 10x is more likely on Bitcoin than gold”
90d +5.3% · 180d -17.3% · 1y -30.5%
Francis Hunt: The Financial Reset Has Begun
2025-05-29
XRP
bullish
Wealthion · video
XRP is explicitly positioned as CBDC and B2B bank-settlement infrastructure for the incoming digital monetary system, has stated intent to work with central banks, and total crypto market caps must expand from $4T to absorb the collapsing $300-400T fiat debt…
“I mentioned XRP and that we've got beautiful technical setups and I expect them to go up immensely”
Francis Hunt: The Financial Reset Has Begun
2025-05-29
PLATINUM
bullish
Wealthion · video
Platinum benefits from the same precious metals rerating as gold and silver in a reserve asset crisis and is technically well-positioned, included in his current 25% alternatives allocation alongside silver
“platinum in there which is looking really well”
Francis Hunt: The Financial Reset Has Begun
Said again: 2025-08-21 (Wealthion)
2025-05-29
Long Dur Treasuries
bearish
Wealthion · video
The 40-year bond bull market ended with a blowoff valuation top in late 2020, and as a global debt-based collapse unfolds, demand for long-duration treasuries is structurally broken with no mechanism to restore the prior level of trust
“the 40-year bond market bull is over and the repercussions of that is probably the biggest call I've ever made in my life”
90d -1.7% · 180d -7.1% · 1y -4.1%
Francis Hunt: The Financial Reset Has Begun
Defense stocks already delivered 30-40x returns on the hypermilitarization thesis, but as the US loses access to its debt-funding mechanism the tailwind is exhausted and the position should be exited rather than held
“we are less bullish now we think that's a place to have gone out of there”
90d -13.1% · 180d -15.3% · 1y -34.2%
Francis Hunt: The Financial Reset Has Begun
A debt-based collapse chokes new credit origination, exposes corporates that borrowed to fund buybacks and dividends, and deflates financial-engineering-inflated valuations with no bond-market floor to cushion the drawdown
“there's a lot of rerating that's going to happen”
90d -9.9% · 180d -15.1% · 1y -29.7%
Francis Hunt: The Financial Reset Has Begun
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