Oil-for-Gold? How SGE Vaults Reshape Trade — Simon Hunt on De-Dollarization & Conflict

Veteran strategist Simon Hunt (Simon Hunt Strategic Services) joins Andy to decode gold’s breakout, BRICS’ new trade plumbing, Europe’s accelerating fracture, and the widening war map. We dig into how Shanghai Gold Exchange (SGE) offshore vaults in Hong Kong and Saudi Arabia could enable non-USD settlement, why Europe faces political and banking stress that may lead to capital controls, and how near-term market turmoil could knock gold lower before a bigger run. We also cover the Tomahawk-to-Ukraine debate, China’s real leverage via rare earths and magnets, and why Venezuela might be the first shoe to drop. Guest — Simon Hunt…