
Simon Hunt: This Peace Plan isn’t Acceptable to Trump and isn’t Durable
From Competent Man Podcast by Tom Bodrovics
April 9, 2026 · 44 min
About this episode
Simon Hunt discusses the geopolitical implications of a U.S.-Iran ceasefire and its potential impact on the global economy.
Tom welcomes back Simon Hunt to the the show. Simon is a consultant on the global economy, China, and the copper industry. He discusses the geopolitical implications of a ceasefire between the U.S. and Iran, and its potential impact on the global economy. The ceasefire, Hunt argues, is unlikely to be durable due to the unacceptable terms proposed by Iran, which include control over the Strait of Hormuz and the withdrawal of U.S. forces from the region. Hunt suggests that the U.S.’s motivation for the conflict is to support its donors and to control energy prices, thereby controlling the world. However, Iran’s resilience and backing from China and Russia make it a formidable opponent. The potential economic consequences of a durable ceasefire include rising inflation, increased ten-year yields, and market volatility. Hunt predicts that Europe is poised to enter a recession, while China and Russia may emerge stronger due to their strategic planning and resource reserves. The conflict also highlights the intensifying rivalry between the U.S. and China, with copper being a key battleground. Hunt suggests that the global economy is entering a period of uncertainty…
People in this episode
Host: Tom Bodrovics
Guest: Simon Hunt
Topics covered
- geopolitics
- global economy
- U.S.-Iran relations
- energy prices
- inflation
- China-Russia alliance
- market volatility
Keywords
- ceasefire
- geopolitical tensions
- inflation
- copper industry
- market volatility
- energy control
- resource nationalism
Mentioned in this episode
Organizations: Iran, U.S., China, Russia
Places: Strait of Hormuz, Europe, Gulf region
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