Épisodes

  • Col Douglas Macgregor: America is Targeting Resource Rich Countries: Will it backfire?
    Jan 24 2026
    Colonel Douglas MacGregor joins Jay to unpack Greenland and Venezuela, rare earths, silver, and copper. This conversation traces how minerals are now shaping geopolitics, national security, and internal stability inside the United States itself. MacGregor challenges imperial thinking, questions Washington’s lack of long-term strategy, and warns that America’s greatest risk may no longer be abroad, but at home. Connect with Col. Macgregor: https://www.douglasmacgregor.com/ https://x.com/DougAMacgregor Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why America vs. America may be the real conflict 01:00 – Greenland, resources, and 19th-century thinking 04:10 – Venezuela: coercion without strategy 08:50 – Why extraction isn’t the problem—refining is 12:00 – Rare earths, China, and the real leverage 15:00 – Is there a hidden U.S. grand strategy? 19:00 – Lessons from World War I and strategic failure 22:00 – Government becoming an activist mining investor 25:00 – Gold, silver, and the coming supply crunch 29:00 – Copper, uranium, and the permitting bottleneck 32:00 – Empire, republics, and the “state of exception” 36:00 – Insurrection, federal law, and internal fractures 42:00 – Immigration, identity, and national cohesion 49:00 – Rule of law as America’s real competitive edge 54:00 – Term limits, leadership age, and historical parallels 58:30 – Final thoughts on power, resources, and decline Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 1 min
  • Dedollarization: The Truth About Venezuela
    Jan 17 2026
    Andy Schectman joins Jay to examine how recent U.S. geopolitical actions are reshaping global capital flows and accelerating the move away from dollar dominance. The pair discuss Venezuela, Iran, BRICS expansion, and the growing role of gold and commodities as trust in America erodes. Connect with Andy: https://x.com/MilesFranklinCo https://www.youtube.com/@MilesFranklinMedia Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why geopolitics now directly drives investment decisions 02:55 – Venezuela, regime change, and dollar-denominated oil 05:30 – BRICS, de-dollarization, and resource nationalism 09:20 – Gold, Treasuries, and the cost of U.S. financial dominance 14:15 – Military power vs. monetary credibility 18:10 – Confiscated reserves and the turning point for central banks 23:00 – America’s empire moment and historical parallels 31:30 – Federal Reserve pressure and dollar devaluation strategy 39:00 – Gold, silver, and the reshoring of strategic commodities 45:55 – Silver market stress, delivery risk, and price suppression 54:15 – Nation-states vs. paper markets: what’s changed since 2011 Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 4 min
  • Rick Rule: A Generational Precious Metals Bull Market Is JUST STARTING
    Jan 10 2026
    Rick Rule joins Jay to explain why the recent strength in gold, silver, and commodities may still be early in a much larger cycle. Drawing on decades of market experience, Rick breaks down how underinvestment, supply shortfalls, and mispriced risk are setting the stage for what he believes could become a historic commodities bull market over the next two years. Connect with Rick: https://x.com/RealRickRule https://www.ruleinvestmentmedia.com/ Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 — Are investors late to the gold and silver rally? 01:29 — Rick Rule’s "three" questions for junior mining CEOs 06:41 — Capital structure, patience, and long-term value creation 09:46 — Why volatility is the cost of big wins 13:22 — Opening VRIC with decades of experience 14:01 — Why Rule thinks a major commodities bull market is still ahead 16:46 — Gold stocks, earnings surprises, and analyst blind spots 19:36 — Institutional money and precious metals allocations 22:02 — Copper shortages, oil underinvestment, and supply constraints 27:09 — Why price discovery is inevitable in copper and energy 37:34 — Venezuela, oil markets, and separating headlines from reality Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    44 min
  • Grant Williams: Why Gold & Silver will Skyrocket in 2026 - but not without risk
    Jan 3 2026
    Grant Williams returns to The Jay Martin Show for a wide-ranging conversation that moves from silver market volatility to the deeper forces reshaping currencies, trade, and global power. From China’s export policies and US–China trade tensions to the slow, structural erosion of dollar dominance, Grant draws on history to explain how reserve currencies actually transition, why these shifts are gradual rather than catastrophic, and what it all means for investors navigating a changing world. Connect with Grant: https://x.com/ttmygh https://www.grant-williams.com/ https://superterrifichappyday.com/ Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Welcome & framing the discussion 01:15 – Silver’s sudden volatility: leverage, corrections, and context 04:20 – Investor vs trader: knowing your temperament 08:20 – Risk management, discipline, and learning from mistakes 13:30 – What’s really driving silver: supply, demand, and speculation 16:45 – China’s silver export restrictions: signal or noise? 19:10 – Trading headlines vs trading fundamentals 23:40 – Selling well: why professionals outperform 27:30 – Reserve currencies don’t last forever: the sterling-to-dollar lesson 31:15 – Debt, geopolitics, and the hidden mechanics of currency power 35:40 – Petrodollar cracks and China’s alternative systems 40:45 – Who funds US debt now? Treasuries, gold, and stablecoins 46:20 – Financial history, political stress, and late-stage empires 53:35 – De-globalization, institutions under strain, and what comes next Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 9 min
  • 2025 In Review: China Takes Control of America
    Dec 27 2025
    Economist Steve Hanke returns to The Jay Martin Show to break down the most notable financial headlines of 2025. From Japan’s shocking rate hikes to Trump’s interventionist second term and America’s new industrial policy. They cut through the noise to explain which policy shifts actually matter for investors heading into 2026. Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why Japan Is Raising Rates While the World Cuts 03:30 – The Yen Carry Trade and Risks to U.S. Markets 08:10 – Are Demographics Really Japan’s Core Problem? 10:40 – 2025’s Biggest Political Shifts: Trump, Trudeau, Carney 15:25 – Tariffs, Liberation Day, and Market Reactions 18:25 – Do Trade Deficits Actually Matter? 23:35 – Dollar Confidence, Gold, and De-Dollarization Claims 27:25 – Who’s Really Buying U.S. Treasuries? 31:20 – Money Supply, Inflation, and the Fed’s Policy Pivot 35:10 – Industrial Policy, National Security, and Government Equity Stakes Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    39 min
  • Glenn Diesen: The End of NATO & G7 and The Rise of The Core 5
    Dec 20 2025
    Do institutions like the UN, NATO, and the G7 still matter in a world that’s rapidly shifting toward multipolarity? Jay sits down with geopolitical analyst Glenn Diesen to unpack the decline of Western-led institutions, the rise of geoeconomic blocs, and why outdated power structures are fueling global instability. Connect with Glen: https://www.youtube.com/@GDiesen1 https://x.com/Glenn_Diesen Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Do global institutions like the UN, NATO, and G7 still matter? 01:00 – Geopolitical vs. geoeconomic blocs in a multipolar world 02:30 – Why the post-WWII system is breaking down 05:45 – The decline of Western power and institutional legitimacy 07:00 – G7 vs. BRICS: relevance and shifting economic gravity 08:40 – The idea of a new “Core Five” global powers 10:00 – The Monroe Doctrine: origins vs. modern reinterpretation 13:20 – Great power agreements and the risk of major war 16:00 – NATO expansion and the roots of today’s conflicts 19:30 – Power distribution, realism, and why institutions fail 23:30 – Venezuela, oil, and U.S. strategy in the Caribbean 29:10 – Resource control, sanctions, and economic warfare 37:00 – Ukraine’s minerals deal and modern resource colonialism 45:00 – State capitalism and critical minerals as national security 51:00 – Why the Arctic is becoming the next geopolitical hotspot 57:30 – Trade routes, the Northern Sea Route, and future flashpoints Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 4 min
  • Jeff Sachs: America’s Single Biggest Weakness Is Not What You Think
    Dec 6 2025
    In this episode, Jeffrey Sachs joins me to break down some of the most pressing geopolitical issues facing America today. Alongside that, we get into the failures of regime-change strategy, the myth of China’s “10-year collapse,” and what long-term planning actually looks like in a functional economy. Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why the Caribbean Just Became a Flashpoint 05:12 – Guyana’s Oil & the Regional Power Shuffle 06:05 – Why the Narco Narrative Doesn’t Hold Up 09:38 – Cuba, Russia & the Return of Great-Power Posturing 11:35 – U.S. Hegemony and the New Monroe Doctrine 16:19 – Is America Actually Under Threat? 20:14 – Why Regime Change Fails 25:57 – Debunking the China Demographic Collapse Thesis 29:33 – Inside China’s Robot-Driven Manufacturing Boom 38:05 – Why U.S. Re-Industrialization Will Be Inflationary 46:20 – How Democracies Could Plan Long Term 50:29 – The Collapse of Honest Governance 53:16 – China’s Deep Planning System vs. U.S. Short-Termism 56:49 – China’s Real Vulnerabilities 58:25 – The Meritocratic Engine Behind China’s Leadership Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 3 min
  • This Is Why Gold Is Rising While the Dollar Falls Apart
    Nov 22 2025
    In this explosive conversation, Jay sits down with Andy Schectman to break down the biggest monetary shift happening beneath the surface of global finance. Schectman explains why the newly passed Genius Act and the rise of Treasury-backed stablecoins may be quietly restructuring the U.S. dollar system. They dig into gold’s explosive institutional demand, America’s pivot toward state capitalism, the government’s race for critical minerals, and the dangerous cracks emerging in the repo market that signal deep fragility across the banking system. https://x.com/MilesFranklinCo https://milesfranklin.com/ https://www.youtube.com/@MilesFranklinMedia Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why Stablecoins Could Reshape the U.S. Dollar 12:31 – What Does “Interest Not Transferable” Actually Mean? 14:50 – Does America Need a Weaker Dollar to Reshore Manufacturing? 16:11 – Would Reshoring Trigger a Massive Inflation Wave? 19:58 – Is Pharmaceuticals the Next Front in the Trade War? 21:06 – Why Is the U.S. Buying Stakes in Mining Companies? 28:14 – Is America Shifting Toward State Capitalism? 29:16 – Is There Coordination Between the Treasury and the Fed? 29:43 – What’s Really Happening in the Short-Term Treasury Market? 33:41 – Why Are Banks Refusing to Lend to Each Other? 37:02 – Is the Fed Quietly Repeating 2008 and 2019? 40:04 – Is This Just QE in Disguise? 42:21 – What’s Causing the Breakdown in Trust Between Banks? 46:41 – Should Anyone Hold Long Bonds Right Now? 46:56 – Did the Government Shutdown Reveal Something Bigger? 52:31 – Is Gold Finally Entering a Real Bull Market? Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    59 min