Today, we are joined by Simon Hunt, who has decades of experience in the copper industry, for a conversation on the state of the global macro environment, both currently and in the years to come. We discuss climate change and the extreme implications it will have on our lives, how the current state of war will impact the economy and how we are on a path to very high inflation and interest rates. We also discuss why Hunt do not believe we are in a commodity super cycle and how he predicts the commodity market will perform the coming years, what keeps Hunt up at night and much more.
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Episode TimeStamps:
00:00 - Intro
02:58 - Introduction to Simon Hunt
06:30 - The process of Hunt’s work
13:12 - Hunt’s global macro view
20:52 - Are we approaching a 3rd World War?
27:56 - What will happen to interest rates?
29:43 - What about equities?
33:22 - Is it all about to crash?
34:33 - A commodity super cycle?
41:13 - The relationship between the different currencies
43:21 - How Hunt currently invest
45:12 - What keeps Hunt up at night?
46:49 - Thanks for listening
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