this is one you do not want to miss while the media paints Trump as unpredictable is he actually orchestrating the biggest GE political shakeup in decades is America quietly stepping back as the world's policeman is a gold back currency on the horizon in this absolutely fantastic interview Simon hunt unpacks the future of Ukraine Russia China the bricks and a potential US Gold revaluation a move that could change everything so grab a coffee settle down as this one's packed with Insight let's get [Music] started Simon hunt welcome back to the channel thank you for having me it's always a pleasure now I don't know what we're going to talk about because there's not really much going on from a geopolitical perspective nothing at all the world seems to have changed uh dramatically there is a concept and and I hope I get this right it's it's the Overton window which is which kind of defines what is acceptable in terms of the current uh political speak what we tolerate the language that we speak and it's a window that slides up and down um it it seems at this moment that we've kind of totally disregarded that and the old rules uh whether they're International laws whether they are um just what is considered politically acceptable seem to been thrown out the window at the moment would you agree with that well I think what's been thrown out of the window uh has been all of Biden's government's Global unilateral structure which actually goes before Biden other government Ms too probably as far back as George bu George Bush Jr what Trump is actually stating is that America is no longer the policeman of the world the world was always a multilateral one and we really only became a unilateral one by stake with the fall of the Berlin wall wall because there was nobody else other than America to pick up the cudgels and that's been a policy more or less followed by every government uh since then and Trump has recognized that these War Wars are getting the world nowhere and if they continued the risk of a World War was a very real one so what your rarely seeing globally are the first phases of America withdrawing its military bases or a lot of them from around the world and if we narrow it down to to Europe what is what he is effectively saying is that we are no longer going to support NATO you Europeans it's your continent it's up to you to produce the Defense Forces we will provide you with a nuclear umbrella and that's it and the positioning for the Trump and uh puim discussions was actually the groundwork was lay by his Emissary spending a couple of days in Moscow laying the platform that Putin will discuss with Trump Trump the key factors and what they really come down to is that there will be no American forces in Ukraine which is interesting because they are there now as advisors Ukraine will never become a member of NATO well the de facto that goes of NATO is going to collapse so the found foundations of a discussion between the two and Trump seems to have recognized a key point of Putin's there's no point discussing Ukraine without discussing the bigger picture of the future security of eura before we go into that Simon and we'll come back to that but so what we're talking about here is you're talking B basically about potentially the US withdrawing some of its military bases from around the world okay moving away from being seen as moving away from being seen as the world's policeman yeah uh and and basically it's it's more of the America First policy it might even lead to a reduction in military spending um but specifically about um Russia Ukraine there because we've heard uh talk now over the last couple of days of what of this um Peace negoti iations and effectively the rhetoric that's coming out of the US is that the borders of Ukraine will not return to the way they were in 2014 that um that that there won't be any uh American troops in Ukraine um that there will be effectively economic deals with with Ukraine which look at uh their rare earth metals for example there uranium um is this not just on that point is very interesting but my question my question was going to be just uh bar me one second question was going to be and you can fill that in and come back um is this not just going to embolden Putin now he's effectively getting will will potentially get everything that he wants so he has invaded his neighboring country um and we now have the US stepping in at a certain stage and kind of going yeah that's okay well but I think you've got to go back to basics Putin has no intention no wish to invade anybody anyone El has a big enough country and throughout history it's other countries that have always tried to invade Russia so in any discussion with p with with Trump the key Putin's main concern is the future security of Russia so how will that be achieved it won't be achieved by Europe or America having troops on the ground in Ukraine in order to supposedly um enforce the borders where the line will be drawn in you in Ukraine I don't think it'll be just the denipa river because sooner or later America and Europe will have Hypersonic technology and thus the denipa river does not give Russia's radar system sufficient warning time but I think I heard fact just before coming on with you a very interesting comment made that it that in order to secure borders and to ensure there is no military equipment in whatever part of Russia of of Ukraine that Russia will not take over the troops there the peacekeeping troops there will be brick countries led by China okay no European no American no Allied Forces talk to me for a moment about um you started there talking about EUR Asia and the challenges in EUR Asia well it comes back to the simple philosophy of Putin's concern for the future security of Russia and how does that play out America will be forced to withdraw whatever forces covert and otherwise that they have in Eurasia specifically where are we talking about well um America will will withdraw its forces and bases in Romania and Poland for a start and there are forces elsewhere in Eurasia they will all depart too so this is basically about moving this is the this is the objective whether the objective will be achieved is something different and what do you think the likelihood of that objective being being achieved what's the other what's the other what's the other side of the deal for for the US that regard um cuts back on their military spending okay so so much of this now just goes so much of this now goes back to effectively cutting the deficit in the US Trump is saying well uh Ukraine has got a a lot of um minerals we would like to mine them um Ukraine has a lot of very rich Farmland um there is a huge uh Redevelopment program needed the question is will Putin allow that to be in the hands of America which which is unlikely exactly it's a no negotiating point and even more who owns a large part of Ukraine's very rich farmland H through mortgages American financial institutions okay one could go further are they the money bags behind the Deep State okay so this is going to be extremely contentious issue then and very difficult to resolve yeah yeah where does that if you were to game playay that forward what happens sorry if you were to game playay that forward forward what happens I I think that uh I think it's 5050 that that the future of Ukraine will be decided that's acceptable to both Russia and America Europe doesn't come into it Europe won't be part of the negotiations which has upset them it it it looks it looks unlikely at the moment that Ukraine are part of these negotiations and they won't be either so we're having a Sovereign Nation the future of a Sovereign Nation be be be be decided by effectively by Russia except except except before those negotiations take place um there is there will be an election because at the moment zelinski is not the president of Ukraine under their constitution because he is his his his time in officers because his his his term expired okay so there will there before discussions get serious there will be an election in Ukraine by the way Putin is a lawyer by training and has a PHD in economics okay I did not know that so that's why I mean I've listened to some of the Putin's interviews on this subject it all comes back the law the law the law we will only negotiate we will only sign a document with Ukraine if it is by the law if it's legally binding so you're saying that the there's going to be an election in Ukraine uh and there'll be a candidate that is zi is out zilinsky is out and the candidate will be will will be elected will be will be put in there that uh is more amenable to these terms whatever I don't know right I'm not going to speculate okay um I wanted to turn our attention for the moment to the Middle East uh there's been some interesting developments there over the last week uh in particular we've had uh Trump telling us his plans for Gaza and for Palestine um what's your take on those well yeah my take is they were so Pros Preposterous yeah that there must be that his remarks must hide what is what he is really after and my speculation it's only that is that he wants netanyahu's government to fall that he wants a Centrist government to replace Net's right-wing government and that by having a Centrist government Israel lays aside their vision of the greater Israel and that they are forced to accept the state of Palestine okay so this is a case you do that you do that and then you've resolved all of or nearly all of the Middle East problems so this is a case of everybody thinks so then you've got the UA you've got Saudi Arabia qwa all of the gulf countries aligned with Trump's policy include Iran too because automatically you don't need the axis of resistance okay so the hoo is integrate with the country of Yemen Hezbollah with both Syria and Lebanon and my guess is that we will see won't be long before Syria's government led by the murderers of the HTS falling and I think you will find also that Trump's already stated I'm taking troops out of Syria Israel will be forced to exceed to leave the territory that they've taken over in in Lebanon and automatically you'll have peace in the region now that's the objective do how can we get from A to B that's the thing because effective effectively you know change is change is messy it doesn't always look like change and it can take an a lot longer exactly but come on it's been messy in the last few years indeed it has but what you're suggesting here is that everybody thinks that Trump is playing checkers when in reality he's playing three-dimensional chess yeah he is and what do you think the potential for success of that strategy is I think it's a very good chance um and a very good chance because if he can control Israel the rest of the Middle East don't want war Iran does not want war Saudi doesn't UAE doesn't etc etc Syria doesn't want the people of Syria don't want war war war was brought on to them and I suspect and here's my speculation that I think that if this starts being played out the current Syrian government fails America is pulling out its troops and thus the oil wells the oil fields uh the production from Syria's oil s will go to the government of Syria instead of going elsewhere and I think then that with the support of Iran and Russia that Assad comes back okay put that in your notebook you heard it here first um that as I said what you're painting what you're painting there is um it's a move towards something not just potentially but a lot a lot better than what's happening at the moment it's a it's a deescalation of deescalation of tension in these uh hot regions it's a deescalation of kind of global tension I think the big overriding all of these Regional issues is the big Global one which is the the development of bricks group of Nations into an operating entity that also has the new development bank which is the brics bank functioning as a proper lending um Bank in currencies outside the US dollar it is that development that that Trump fears because if it is successful then America's hegemony and the power of the dollar loses their pedestal so he's got two options try to stop it by might creating tensions between each country like Russia and China or else and I think this is this is the real story we can't get rid of them they're too larger part of the world therefore we must start to see how we could piece together America and its allies and the brics group of Nations you go back to statements that Marco Rubio has said we will be moving back into a multilateral world we got into a unilateral world by default so I think that is the real big story so effectively it's kind of like saying that and then when it comes to the dollar Simon hunt Thinking Out of the Box Scott bessent the treasury secretary has said we must monetize the assets on our balance sheet the liquid asset is the 8,133 tons of gold which probably exists in America so if they monetized their gold to current market prices it gives you revenue of 750 50 billion M interesting thing that's going on in the east as you know the East has been draining the west of its gold res gold reserves for many years now but I'm piecing together a a new international currency that could be linked to gold from the East okay cutting a long story short Chinese exporters mostly SES have over1 trillion us do on deposit in Hong Kong Banks just explain what s soes are there huh what and you said s soe yeah what's an state owned Enterprises state owned state owned Enterprises okay Chinese money sitting in Hong Kong Banks I suspect that quite soon those US Dollars sitting in Hong Kong owned by China will be converted into Chinese currency that will support the one and will boost Chinese economy okay without the pboc having to do anything more aggressive but China has always said said for a very long time that one day we will announce that our currency is supported by the gold which our citizens own which is about 25,000 tons so what we will see when China brings back into or converts from US Dollars into Hong Kong dollars the one trillion plus that will break the Hong Kong dollar Peg on the upside which will then provide de facto if not officially a link between the Chinese currency and the Hong Kong dollar mhm the next step is that China states that its currency is backed by the gold that its citizens own de facto that means that the Hong Kong dollar is bed by gold too and what does that mean it makes it a very powerful International currency m which could then be the foundation for the new bricks currency with bricks having to work through the complications of setting up a new currency okay so it's an easy it's an easy it's an easy way effectively to to to create this new international currency how talk to me about the you know we the 8,000 tons uh apparently sitting in in the us um and uh Scott B talking about remonetized and one you know the the big liquid asset there is the is gold and if it's revalued it's currently held at $42 an ounce on the balance sheet I think it is and if it's revalued that brings it to 750 $800 billion what impact does that actually have on the US US finances and where on the impact is global because if the US Treasury does it every other country is going to do it too okay every other country is going to revalue yeah they're going to revalue their gold reserves okay and and what impact though does that have massive it it it it get the number I did the other day so excluding excluding China and Russia and America because that's the separate no just excluding Russia and China that means that um Global Central Bank Reserves their value increases by just under $3 trillion or about two and a half% of global GDP and what impact does that that that that creates the foundation for good growth in our view through into 2028 just for people that are watching this join the dots there so we revalue if the US now revalued the gold from $42 an ounce up to current market prices and it adds 750 billion to the balance sheet there and that will be a kickart for other central banks doing exactly the same because most most central banks hold it yeah sure they'd love to do that yeah most central banks hold it hold it at uh you know it's it's not Mark to Market uh it's held at whatever is purchased at quite POS quite possibly um they go and they revalue it we then actually massively increase the reserves of the central banks for indiv for individuals for you and for I and for the people watching this and for investors what does that mean um what does what does that do drawing the dots between that happening and the positive out outcome for investors and individuals watching this well on our work I think that um the American economy is going to be weak through into say September and I think that um Europe may have a few shoots of recovery but nothing great but by the end of September Trump's um fiscal policies deregulation etc etc tax cuts so on and so forth will set the path for recovery if this happens what I've been talking about around about September October then it's going to create a very strong but inflationary move in the global economy and Equity markets on our work US inflation has been tracking exceptionally well what took place in the 197s and early 1980s and what I've been talking about will continue to see inflation following the 1970s track which took US inflation up to 133% when it peaked in 1980 right I think that Peak will occur in 2027 or 2028 but what happens 10year Us treasuries and other long bond yields rise proportionately don't forget that in 19 1981 10year treasuries were yielding 16% what is all this due to a highly indebted world the economy crashes asset values other than gold Etc crash Equity markets fall very sharply so for guys like you and I from around September until 2027 say never be the last guy on the dance floor when the Music Stops is a time to make money before the crash starts that's the bottom line so we're going to see a um we're going to we're going to see continued strong markets until that time but youve very difficult to pick when that's we we'll have a correction between now and September then you buy and then you're say between you're you're talking about uh when we start to see uh L bond yields rise when we start to see inflation rise that's when the pressure comes on highly indebted economies and that's and that's when the rug gets pulled you just don't know what you just don't know what the inflection point is uh so don't be the last person on the dance floor as you say exactly yeah in terms of in terms of the revaluation on the of of uh US Gold at what stage does that happen is this a um is this a response to what you're talking about here that happens in 2027 or something like that or when do you think that type of thing would happen I I think I mean my take it's part of America led by Trump not only trying to restructure the glob the the world politically but also find financially I mean if you go back to the 197s for every $1 increase in global GDP you had $1.2 of credit last year 3.3 you cannot go on forever banking on debt to finance your grow and secondly the 1980 a dollar in 1980 is now worth 23 cents so you've got to restructure the financial system as well as the political structure how can you do it you go back to basics and that is gold the East has known this for some time that's why they've been draining the West's gold stocks they will be very happy to move in that direction and in fact de facto China has been doing that for instance Russia holds a large Trade Surplus with China how is that held the pboc holds a comparable amount of gold to finance that Surplus when the UAE and Sai sell Parcels of oil and receive CNY Y in return they have the option of converting that CNY by buying gold on the Shanghai Gold Exchange okay interesting so de facto gold in the East is is reemerging anyway now you had this interesting comments made by Scott B that we are going to monetize the assets on our balance sheet I mean the big assets of course are real estate and and and and land but that's an ilid IL liquid asset question for you Simon um is this all Trump's doing or is he just in place there to make things happen I Trump's Camp his advisers they've obviously been spending four years on what are we going to do and as we say we're playing three-dimensional chess here so a lot of these moves are um that the kind of the the unpalatable announcements in relation to things like what's happening in Palestine is just a strategy in order to I think so yeah fascinating fascinating um as ever it's been an absolute pleasure talk talking to uh Simon Das hunt.com is that correct if people want to connect with you um fascinating um and I'm really looking forward to having you back on again thank you for having me it's been a been a great discussion great questions thank you very much great ability to put dots together thank you thank you Simon hunts thanks for joining us on the channel pleasure