Veteran strategist Simon Hunt (Simon Hunt Strategic Services) joins Andy to decode gold’s breakout, BRICS’ new trade plumbing, Europe’s accelerating fracture, and the widening war map. We dig into how Shanghai Gold Exchange (SGE) offshore vaults in Hong Kong and Saudi Arabia could enable non-USD settlement, why Europe faces political and banking stress that may lead to capital controls, and how near-term market turmoil could knock gold lower before a bigger run. We also cover the Tomahawk-to-Ukraine debate, China’s real leverage via rare earths and magnets, and why Venezuela might be the first shoe to drop.
Guest — Simon Hunt
🌐 Website: https://www.simon-hunt.com/
Simon Hunt
✉️ Substack: https://simonhuntstrategicservices.substack.com/
Simon Hunt Strategic Services
What we cover
- Gold’s message now: “Everything” — geopolitics over CPI.
- BRICS dedollarization mechanics: SGE offshore vaulting (HK, Saudi) and gold-balanced trade surpluses.
- Europe’s political/economic fracture; rising odds of capital controls.
- Shadow banking/credit “cockroaches” and market stress.
- Trade setup: Possible pullback to ~3000 before a push toward ~6000 over 3 years.
- EU breakup risk within two years and implications.
- Ukraine war end-state from Moscow’s POV; Tomahawks as red line.
- China’s leverage: rare earths/magnets pinch points.
- Middle East: Gaza ceasefire skepticism; Iran/Hezbollah escalation risk.
- The “first shoe”: Venezuela and the strategy of controlling energy.
