Recorded on June 10 2026 at NRS Studios
Francis Hunt, The Market Sniper, joins Steve Yang for a hard-hitting macro and markets discussion on South Korea, the Korean won, the AI boom, debt markets, gold, silver, and the warning signs he believes investors should be watching. Francis argues that South Korea may be an early pressure point for a larger AI-linked liquidity problem, with Samsung, SK Hynix, Korean equities, foreign capital flows, and yen carry trade exposure all feeding into the broader setup. The conversation connects Asian currency pressure back to the Nasdaq, passive ETF flows, chip demand, private credit, debt-market weakness, and the possibility of a wider market reset. Francis also revisits past calls on oil, TLT, debt, gold, and silver, including his headline-making 333 silver target once the current corrective period is over. #Millettian
Key topics
South Korea and the Korean won devaluation warning
KOSPI concentration in Samsung and SK Hynix
How Korean markets could signal an AI bust
Foreign capital withdrawal and domestic retail speculation
Japan, yen carry trades, and leverage unwind pressure
Why Francis sees debt markets losing reserve-asset trust
Gold and silver as capital preservation assets
The 333 silver target and the gold silver ratio
The Hunt Volatility Funnel method
The Market Sniper approach to trading and jurisdictional optionality
Guest links
The Market Sniper https://themarketsniper.com/
Francis Hunt LinkedIn https://www.linkedin.com/in/francishunt/
The Market Sniper YouTube https://www.youtube.com/@TheMarketSniper1
Host Steve Yang Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube World https://www.youtube.com/@NaturalResoureStocksWorld
X https://x.com/TheSteveYang
X https://x.com/SteveYangStocks
LinkedIn https://www.linkedin.com/in/thesteveyang/
LinkedIn https://www.linkedin.com/in/steveyangstocks/
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 Francis Hunt warns of a liquidity crisis
00:57 Steve Yang welcomes Francis Hunt
01:25 Why South Korea is on Francis Hunt’s radar
02:20 Korean won devaluation and the AI boom
04:31 Volatility constriction and the Asian crisis setup
08:08 Samsung, SK Hynix, and narrow market leadership
10:25 Foreign capital withdrawal and domestic retail buying
17:35 How Korea connects to debt, private credit, and AI
20:11 Carry trade explained
25:48 Korea as an early AI bust indicator
27:22 Hunt Volatility Funnel and the Korea epicenter
31:32 Global depression, CBDCs, and liquidity pressure
34:52 Francis Hunt’s major past market calls
38:55 What Francis is bullish on after the AI boom
41:12 TLT, debt markets, and fiat debt pressure
43:32 The single-digit oil call
46:40 Why Francis returns to gold and silver
47:05 Silver setup and the 333 target
50:16 Where investors may want to be in an AI bust
52:01 The Market Sniper method and trading approach
54:08 Wealth preservation, optionality, and jurisdictional diversity
55:34 Closing remarks
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