Competent Man Podcast – Tom Bodrovics, Released on 4/9/26 (Recorded on 4/8/26)

00:00:00 – Introduction
00:01:21 – Assessing Ceasefire Durability
00:03:13 – Iran’s Ceasefire Demands
00:07:23 – Trump’s Attack Motivations
00:11:49 – Global Recession Prospects
00:15:14 – BRICS Alliance Support
00:17:17 – Rising Resource Nationalism
00:22:30 – Multipolar World Conflicts
00:26:00 – US Diplomacy Failures
00:32:34 – Copper Market Forecast
00:34:25 – Supply Demand Dynamics
00:40:20 – Gold Safe Haven Role
00:43:00 – Concluding 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/

  iran, middle-east, simon hunt, war