Recorded January 8, 2026.
In this interview, Simon Hunt (Founder, Simon Hunt Strategic Services) joins host Andy Millette to break down the geopolitical and macro pressures building into 2026. Simon explains why the U.S. move on Venezuela is a broader signal to rivals, how Iran becomes the obvious next escalation risk, and why an oil shock is the fastest transmission mechanism into inflation, recession, and market volatility. He also digs into the BRICS “Unit” discussion, what partial gold backing is intended to accomplish, and why the Arctic—especially Greenland—has become a strategic chokepoint as shipping routes, energy logistics, and resource competition shift north.
Topics covered include:
Venezuela’s strategic message and Western Hemisphere control
Iran escalation pathways and the oil shock setup
BRICS settlement alternatives and the “gold” narrative
Russia/NATO red lines and the risk of wider conflict spillover
Greenland, Arctic routes, and the next-generation trade map
China demand signals (especially copper) and what that implies for commodities
Liquidity stress, credit contraction, and why 2026 recession risk is rising
Guest links (use these):
Website: https://www.simon-hunt.com/
Substack: https://substack.com/@shss
X: https://x.com/SimonHu49583526
Host links:
Website: https://www.NaturalResourceStocks.net
YouTube Main: https://www.youtube.com/@naturalresourcestocks
YouTube Clips: https://www.youtube.com/@NaturalResoureStocksClips
X: https://x.com/theandymillette
LinkedIn: https://www.linkedin.com/in/andymillette/
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