Simon Hunt joins Andy Millette on NRS World for a wide-ranging discussion on the Strait of Hormuz crisis, the Middle East conflict, Iran, Israel, Lebanon, the Red Sea, China, Russia, Europe, gold, recession, food inflation, AI data centers, copper demand, and the broader global market setup.
In this interview, Hunt argues that there is no early end to the war and no early reopening of the Strait of Hormuz. He explains why the impact could reach far beyond oil and into transportation, food production, fertilizer, household costs, government, industry, and global economic activity. He also discusses why the shock may start in Asia before moving through Europe and eventually into the United States.
The conversation expands into the possibility of a new Gulf security architecture involving China, Russia, Saudi Arabia, Qatar, the UAE, Pakistan, and Iran. Hunt also discusses Europe’s political instability, Germany, NATO, Russia, and why a shift in European politics could have major consequences for the global balance of power.
Andy and Simon also cover gold, the S&P 500, recession risk, bonds, interest rates, fiat currency purchasing power, physical gold outside the banking system, and why Hunt believes investors may need to think carefully about liquidity, market rallies, and long-term financial security.
The final part of the interview focuses on AI and commodities. Hunt challenges the assumption that AI data centers will automatically create the copper demand boom many investors expect, pointing instead to constraints around permitting, equipment, transformers, grid buildout, photonics, fiber optics, aluminum, and new technologies that may reduce copper use in future data center infrastructure.
Watch the full interview here: https://youtu.be/9CeONeU96LI
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Simon Hunt
https://simon-hunt.com/
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Disclaimer: This content is for informational and educational purposes only and is not financial advice. The opinions expressed are those of the guest or speaker and do not necessarily reflect the views of the host, NRS, or Natural Resource Stocks. Nothing discussed should be relied upon as a recommendation to buy, sell, or hold any investment. Always do your own due diligence and consult a qualified financial professional before making any financial decision.
