Simon Hunt, a seasoned macro commentator with a career spanning back to 1956, joins to explore a potential global depression. He dives into the geopolitical landscape with insights on BRICS challenging Western dominance and discusses the shaky economic outlook influenced by rising costs and inflation. Hunt also critiques the manipulation of consumer price index data and contemplates the future of gold, predicting its value could soar as markets shift. His extensive experience in China offers a unique view on these pressing economic challenges.
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insights INSIGHT
BRICS Strategic Realignment
The SCO and Tianjin meetings signalled a strategic alignment between China, Russia and India with complementary strengths.
Simon Hunt believes this multilateral bloc challenges US unilateral dominance and will reshape global power dynamics.
insights INSIGHT
Recession Signals And Stagflation Risk
Simon argues official US data is finally matching hidden indicators showing recessionary trends and weak consumer spending.
He forecasts a stagflation recovery with inflation rising faster than real GDP into 2027–28, echoing 1970s dynamics.
volunteer_activism ADVICE
Position For Rising Long-Term Yields
Prepare for renewed inflationary pressure which will push long-term bond yields higher over time.
Position for higher yields and inflation rather than relying on prolonged low rates and stability.
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Interview recorded - 2nd of September, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Simon Hunt. During our conversation, we spoke about his current outlook, the risk of an economic depression, the recent meetings in China, BRICS challenging the West, gold and more. I hope you enjoy! 0:00 - Introduction2:12 - Current outlook14:02 - Weak economic data27:22 - Russia, China & India alliance34:32 - China invading Taiwan36:22 - Gold37:55 - One message to takeaway?Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia.In 1961 he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organisation, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe.He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. He appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level.He has spent 2-4 months every year in China since 1993 and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. He also spends many weeks each year traveling around Asia.The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected.Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook.Simon established this company in January 1996.Simon Hunt -Website - https://www.simon-hunt.com/Email - simon@shss.comWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas
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