Natural Resource Stocks, Released on 10/8/24
Simon Hunt discusses the escalating geopolitical tensions focusing on potential conflicts in the Middle East involving Iran, Israel, and the larger implications for U.S. elections and NATO’s strategies against Russia. He explores strategic alliances among BRICS nations and their impact on global markets, the likely revaluation of gold, the future of commodities, and the potential systemic collapse due to rising U.S. inflation rates. The conversation also touches upon China’s and India’s roles, potential capital flow restrictions, and the precarious position of the U.S. bond market amidst these global uncertainties.
00:00 Introduction and Greetings
00:46 Middle East Tensions: A 30,000-Foot View
01:26 Iran’s Strategic Moves and Israel’s Response
07:04 Potential U.S. Involvement and Global Implications
14:55 NATO’s Plans and Russia’s Countermeasures
18:39 China’s Economic Preparations
22:45 BRICS and the Global Power Shift
35:27 Gold, Oil, and Commodities Outlook
40:03 Russia’s Military Capabilities and NATO’s Strategy
42:32 Concluding Thoughts and Contact Information
Simon Hunt founded Simon Hunt Strategic Services in 1996. The focus of the company’s work is to provide strategic advice including geopolitical and financial developments as well as structural and tactical changes within China in order to produce a balance outlook for the supply of and demand for copper. Increasingly the work involves understanding the shifts taking place in the balance of global power including how BRICS+ will change the dynamics of the world and how these changes will impact the copper industry. Simon is also the author of the ‘Frontline China Report Service marketed by the TIS GROUP. He is also on the Board of Directors the Great Eastern Gold Company in Australia and Copperman in Chile. Follow Simon at his website https://www.simon-hunt.com/