Simon Hunt: A False Start in Commodities, Escalation of War, and Copper's Concentrate Problem

This morning, Trevor connected with Simon Hunt of Simon Hunt Strategic Services. The premise of the conversation was to discuss the current copper market and China's involvement with the spot price. We do discuss this, including some of the latest news out of China's smelting capacity. But the conversation also provides a backdrop of geopolitical escalations with both Russia and Israel. These dynamics could have very powerful headwinds for the commodities complex, which Simon believes is getting ahead of itself at the current moment.
For more information on Simon Hunt Strategic Services, please visit: www.simon-hunt.com/
We'd like to thank our sponsors:
Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠ ⁠vizslasilvercorp.com/⁠⁠⁠
Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠vgcx.com⁠⁠⁠.
#msd #miningstockdaily

[@JustPhil-yw6bt]

Thank you! I really value Simon Hunt's views and decades of knowledge and experience.

[@ip4821]

I love Simon but I snoozed while listening so I get to listen twice!!!

[@wantonfuey1]

I had increased to 1.5 speed

[@wimvanaerde6249]

Hahaha 🤣🤣🤣🤣

[@Christian-fx9ur]

I was a 2.0x speed and it wasn't fast enough.

[@goldismoney5899]

Good idea but I prefer to listen as is.

[@martinrev8487]

I used to do that with Simon, but now I play it normal speed, so I can digest and meditate on what he is saying. I'm better of for it.

[@777cpsf4]

Thanks. Helps greatly😂

[@goldismoney5899]

END THE FED. Gold IS money.

[@alimaninny5343]

Simon, what happened to the stock market crash you predicted for April 2024 on Adam Taggart’s KZbin channel? Is it still coming this month?

[@tednation]

His calls have been off, no question. Take his timing with a grain of salt.

[@alimaninny5343]

Well, if I take the timing with a grain of salt, what is left there to take seriously, that the market will crash some day? Do we need someone to tell us that? Why don’t I go out and say it will crash in Q3 of 2025 and call myself an expert, if it does not happen, nobody cares and I will keep predicting, if it does, I am the Messi of experts. In what other industry can you be so wrong and continue to tell people what will happen?

[@tednation]

@@alimaninny5343 I agree, but market timers are a dime a dozen and most are wrong. I would never bet the farm on any one call. Simon could be 100% wrong, but if he is, then just do the opposite and you'll be 100% right :).

[@somchai9033]

I've seen dozens of interviews with him the past few years, and he has no idea what's going on

[@johns3668]

We will see I guess lol

[@marcgerges1380]

Simon is a true contrarian and his macro view is informative! Brilliant interview.

[@johns3668]

What about gold and silver?

[@SpiritintheSky.]

How listening to Mr Hunt has once again broadened my horizons. Thank you so very much. I look forward to the next interview.

[@E_incognito]

If turtles could talk

[@b4bmm]

Never heard of Simon before, really insightful interview

[@alisra007]

👍🏼

[@E_incognito]

Cant decide if he is serious or bat shit crazy.

[@fishtherapy100]

THE INTERVIEWER LOOKS TERRIFIED 😄

[@martenmuylaert2664]

I would be too if I heard Simon talk about his view on Russia

[@fishtherapy100]

@@martenmuylaert2664 he is probably correct. Putin is ready for a war with NATO. Ukraine is a skirmish. Only 300k troops committed. He has 1m in reserve! 40k Russians joining army every month. NATO and the USA will lose of course

[@alfreddangoor1335]

Great interview! Thanks

[@douganderson8219]

False start of what., he talks in generalities, I learned nothing.

[@scottmartin1845]

Pmi

[@peterwright7025]

everything is energy europe have sod all bye bye europe

[@jeffreygoss8109]

There is Norway

[@wimvanaerde6249]

Weekend at Bernie's

[@david-krikheli]

A lot of balance sheet...

[@crimeajewel]

Silly views.....😅

[@georgeholloway3981]

This was a very important video, because it revealed that you are not a reliable information source. You are not able to interrogate claims made by an interviewee, challenge, fact-check, or even reflect upon their plausibility in real time. This man should not be given an airing. He is a noxious Putin-apologist who himself is incapable of judging the reliability of the information upon which he is building his view of the world. There was no NATO bunker destroyed by a Russian missile in late March: that is prima facie highly questionable (you fell down here) and easily fact-checked to be transparent nonsense. Even more imbecilic (and reprehensibly so) is he statement as established fact that the US, UK and Ukraine committed the terrorist attack in Moscow. No aspect of that claim stands up to plausibility: it is mere Putin apoligism and occidental self-flagellation. You might argue that it is not your remit to challenge people who are generous enough to come on your channel, and I agree-- that is precisely why KZbin is incapable of functioning as a substitute for professional media.