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Hunter Frey, Analyst

22 posts

Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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7 min

The Next Stage of Disruptors: Part 2

As we explained in “The Next Stage of Disruptors: Part 1,” we discussed the start of “the Age of the New Disruptor,” innovative disruptive industries' historical economic dominance, and the microeconomics of innovation. We also highlighted tier 1 disruptors, innovations or technological advancements that have started to gain mainstream adoption, creating some of the most coveted growth investment opportunities to date.

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7 min

The Next Stage of Disruptors: Part 1

Many yearn for a degree of pre-COVID norms. Nevertheless, as we gradually adapt to the stubborn social standards spawned by the pandemic's reaction, we cannot forget the opportunities it has created and behavioral expectations that will likely remain.

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5 min

The “Great Rotation”: Is it Time for Value?

We are now, approximately one year from the start of the COVID-19 pandemic’s onset in the United States. In short, we remain in the midst of a stock market rotation away from “momentum” stocks fueled by COVID-related shutdowns and societal adaptations towards “value” stocks that remain historically cheap and consist of cyclical laggards.

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4 min

Are Commodities on the Brink of a “Supercycle”?

The economic recovery and reflation tailwinds wreaked havoc on stocks and other risk assets last week. As predicted in “Fixed Income’s year Ahead 2021: Short-Term Corporate Bonds & Legacy Non-Agency RMBS” yields at the longer end of the yield curve surged (bear steepening) with the US 10-Year Treasury reaching 1.61% (highest level in almost a year).

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5 min

The Inflation Debate: A Macro Perspective on Finding Value in a Hazy Economy

The inflation debate rages on. Will inflation pick up amid vaccine rollouts, fiscal stimulus, accommodative monetary policy, and federal reserve quantitative easing (QE)?

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4 min

Fixed Income’s Year Ahead 2021 – Short-Term Corporate Bonds & Legacy Non-Agency RMBS

As we start to decipher what 2021 entails, there are increasing variances to the dynamics experienced in 2020. The positively correlated economic recovery remains in focus as coronavirus vaccine roll outs and inoculations are set to rise throughout 2021.

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4 min

Did the Short Squeeze Game “Stop”?

To put it lightly, the stock market this week was unforgettable. The “short interest” revolt traced back to the wallstreetbets thread on Reddit caused companies like GameStop, Nokia, AMC Entertainment, Naked Brands, and Blackberry shares to rise steeply.

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4 min

Behavioral Economics: The Psychological Shifts Driving the Current Financial Ecosystem

Throughout 2020 and so far in 2021, consumers, investors, and politicians have attempted to navigate an unpredictable coronavirus pandemic, heated U.S. Presidential Election, and turbulent international relations. We saw in real-time the transformation of individual consumer decisions and the pre-pandemic status quos.

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5 min

Economic Insights

Opportunities in Clean Energy Alternatives: The Accord of “Green Hydrogen” to Combat Climate Change

In retrospect, the year 2020 was riddled with market dislocation and uncertainty. However, 2020 was also a year of "fast-forwarding" and innovation. Industries, companies, and policies that would have otherwise taken years to become mainstream quickly became the center of economic, industry, and investment attention. One viewpoint that has emerged from 2020 and has started to show signs of potential in early 2021 is the idea of a "hydrogen economy" and a positive correlation toward reversing climate change.

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6 min

The Housing Market Remains a Shining Star amid the Real Estate Market’s Unprecedented 2020

Throughout 2020 economic dislocations ran rampant. However, one segment of the economy that we believe has fundamental strength and has remained vibrant throughout this pandemic is the U.S. housing market. Social distancing, historically low mortgage rates, robust refinancing appetite, a mass exodus from densely populated cities, and increased demand for suburban residential housing continues to enable the U.S. housing market to surge from the March lows.