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

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 16 November 2022

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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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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

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Transcript

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0:00.0	Even as soon as 2027, we move from this warming cycle into this cooling cycle,
0:15.0	with Noah actually saying we're going into a full-blown coal cycle. So what are we doing with all these
0:24.9	EVs and renewables? At the time we get into the cooling cycle, households are going to rebel.
0:35.0	Why spend the additional, whatever it is, to purchase an EV and to move to renewables when the weather is cooling under natural circumstances?
0:48.3	But that's a different story.
0:53.3	Imagine spending an hour with the world's greatest traders.
0:57.7	Imagine learning from their experiences, their successes, and their failures.
1:02.2	Imagine no more.
1:04.1	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund
1:08.9	managers in the world so you can take your manager, due diligence, or investment career to the next level.
1:14.9	Before we begin today's conversation, remember to keep two things in mind.
1:18.9	All the discussion we'll have about investment performance is about the past, and past performance does not guarantee or even infer anything about future performance.
1:27.6	Also understand that there's a significant risk of financial loss with all investment strategies,
1:31.9	and you need to request and understand the specific risks from the investment manager about their product
1:37.3	before you make investment decisions.
1:39.7	Here's your host, veteran hedge fund manager, Niels Kostrup Larson.
1:49.0	A new world order is becoming clearer by the day, and in our global macro series, we dig deep into the minds of some of the most prominent experts to help us better understand what this new global macro-driven world will look like.
2:02.9	We want to explore their perspectives on a host of important issues and hopefully dig out nuances in their work
2:08.3	through meaningful conversations. Our guest today is someone who has a lot of experience from
2:14.1	regions of the world that the West is having a challenge with at the moment.
2:18.7	So it's a great time to get a peek into what really goes on in these areas of the world
2:23.6	and what he believes we should expect. So please enjoy my conversation with Simon Hunt.
	...

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