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Hunter Frey, Analyst

58 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

A Potential Investment Opportunity of a Lifetime: And it’s Not Cryptocurrencies or Basic Innovation

By definition, "climate change" is the overarching shifts in global temperatures, resulting in atypical weather patterns. We are not referring to the natural weather changes that occur due to volcanic eruptions, changes in ocean currents, earthquakes, hurricanes, etc.

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1 min

Chart of the Week: Soft Commodities Remain Poised to Continue Outperformance

Soft Commodities Remain Poised to Continue Outperformance

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9 min

2022 Market Outlook: The Hunt for Stabilization

The year 2021 was a mixed bag of innovation, value vs. growth debates, equity recalibrations, high supply side inflation (stagflation), structurally challenged employment data, new virus variants and projected rate hikes. Going into the end of the year, the highly transmissible Omicron variant is roiling markets, overshadowing the Federal Reserve’s (“Fed”) policy guidance of rate hike to rein in inflation.

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1 min

Chart of the Week: Carbon Efficient Companies Outperform the Overall Market

Carbon Efficient Companies Outperform the Overall Market

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1 min

Case Study: Capitalizing on Stagflation

Even though the term “stagflation” remains an unconfirmed fear for investors as they try and draw parallels to the 1970s, that does not mean that opportunity does not exist. Rather, it is quite the opposite. A proper understanding of the intricacies of stagflation would indicate that gold, soft commodities, floating-rate bonds, short-term corporate bonds, and legacy non-agency RMBS remain the key asset classes that investors should seek to gain exposure to not only mitigate stagflation risk but to generate higher risk-adjusted returns as well.

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1 min

Chart of the Week: U.S Productivity Slows to 30 Year Low

U.S Productivity Slows to 30 Year Low

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1 min

Chart of the Week: Events Causing Gold ($/Spot) Price Increases

Events Causing Gold ($/Spot) Price Increases

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6 min

Was Our Stagflation Forecast Correct? One-Year Update

Hindsight is 20/20 and the future is always to a degree uncertain. The same is true when looking at the macro environment whether you are an economist, investor, etc. The current macro environment continues to reside under the COVID-induced cloud of uncertainty, spawning overreactions, underreactions, and misdirection.

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1 min

Chart of the Week: Is Inflation Contained?

Is Inflation Contained?

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4 min

The Most Valuable Hidden Gem: Investors Should Seek the Hybrid Approach

As the end of the third quarter quickly approaches, many market-moving events have started to challenge the frothy valuations not seen in over two decades. From China's regulatory stampede leading to Evergrande's liquidity squeeze to increased treasury yields, the overall market performance has seen some adverse catalysts.