Natural Resource Stocks, Released on 5/26/25

In this compelling discussion, Simon Hunt dives into current global economic scenarios including the implications of the Yen carry trade on the US bond market, the evolving alliances in Asia, and the critical role of the BRICS nations. They explore potential geopolitical developments, including the strong positions of China, Russia, and Iran, as well as the future of US and EU relations in light of these changes. Additionally, the conversation covers the future impacts on oil prices, gold as a monetary asset, and the significant risks and potential recessions facing the global economy. Hunt predicts pivotal shifts, with discussions on potential global recovery, high inflation, and the implications for long-term bonds, ultimately presenting a stark but insightful analysis of the near future.

00:00 Introduction and Greetings
00:08 Economic Overview and the Yen Carry Trade
01:35 Japan’s Strategic Moves and US Relations
03:01 Asian Alliances and Global Power Shifts
05:54 China’s Economic Strategies and US Debt
07:17 BRICS and Global Trade Dynamics
12:11 Russia’s Role in Global Politics
22:27 Middle East Tensions and Oil Prices
31:10 Gold’s Resurgence in the Global Economy
36:08 Future Economic Predictions and Final Thoughts

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/

  BRICS, economy, gold, simon hunt