GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt

GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt

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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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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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

Copyright © 2025 – CMC AG – All Rights Reserved

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

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