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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