Interview with CapotalCosm and Simon Hunt

In this discussion we are joined by Simon Hunt who is on the ground in Dubai.

CHAPTERS:
Here are the chapters for this video:

0:00 Introduction: Rising bond yields and global debt crisis outlook.
0:56 The situation in Iran and potential for conflict.
3:58 Impact of oil price and energy shortages on the global economy.
11:30 Risks in the tech sector and data center expansion.
13:43 Geopolitical shifts: SEO summit and shifting alliances.
16:13 Monetary and fiscal policy, gold market, and the Japanese carry trade.
20:00 Central banks, gold property rights, and the New York Fed.
28:44 The carry trade and US Treasury debt holdings.
37:07 Analysis of the Japanese Yen and carry trade collapse.
41:43 The Japanese stock market and credit bubble risks.
47:58 Commodities, copper prices, and future inflation expectations.
53:30 Decline of the US dollar in global foreign exchange reserves.
58:08 European political instability and potential conscription discussions.
1:06:24 Central bank gold purchases, specifically China.
1:11:15 Conclusion and final thoughts from the speakers.