Egon von Greyerz sits down with geopolitical strategist Simon Hunt (Founder at Simon Hunt Strategic Services) for a panoramic look at the risk minefields most politicians and financial planners continue to ignore.
Hunt argues that the post-1945 US-centred order is giving way to a harder-edged, multilateral bloc led by Russia, China, and now India – signalled by New Delhi’s visible pivot towards Moscow and Beijing. Within a year, Simon foresees a real risk of direct conflict between Iran and Israel. Meanwhile, Europe’s leaders may escalate the war in Ukraine, triggering capital flight and, ultimately, capital controls. Egon warns these restrictions will not end at the EU’s borders but will extend to the US as well.
Drawing on decades of experience, Egon and Simon explore how official inflation has been systematically understated, fuelling soaring food prices, poverty and growing unrest across Western capitals. Hunt’s cycle analysis points also to a potential halving of the US dollar index by 2028.
Egon is equally stark: measuring wealth in weakening currencies is folly. Proper protection lies only in tangible assets and in turbulent times such as these, physical gold (and to a lesser extent, silver), held outside the banking system in secure jurisdictions that still uphold property rights, may prove not merely decisive for preserving wealth, but essential for survival.
Join Egon and Simon for an unflinching examination of debt traps, de-globalisation, war risks and capital controls to discover why this time is not so different.