Simon Hunt: This Peace Plan isn’t Acceptable to Trump and isn’t Durable

The Competent Investor · Apr 9, 2026 · 44m

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…