Épisodes

  • The Truth Behind the America-Venezuela Conflict

    The Truth Behind the America-Venezuela Conflict
    Nov 15 2025
    Jay is joined by geopolitical analyst and forecaster George Friedman to unpack what President Trump really represents in the long arc of American history. We revisit George’s “vanilla president” thesis and why, personality aside, Trump’s project to dismantle the post-1945 world order was predictable and perhaps inevitable. We dig into the shift from global policeman back toward U.S. isolationism, the real story behind Venezuela and the U.S. military build-up in the Caribbean, and why a renewed Russia–Cuba pact makes the Florida Straits one of the most important choke points on Earth. George's Links: https://geopoliticalfutures.com/ https://x.com/George_Friedman 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 – Intro 01:06 – Trump’s predictable project: dismantling the post-1945 order 04:21 – Hippie president? Peace, retrenchment & hot spots from Ukraine to Venezuela 11:50 – Isolationism vs global policeman: returning to America’s old norm 17:16 – How far should US intervention go – and when does it stop? 18:50 – Why 800 US bases when the Soviet threat is gone? 21:21 – Venezuela as a smokescreen: what’s really happening in the Caribbean? 22:01 – Cuba–Russia pact, Florida Straits & the Gulf trade choke point 26:32 – Monroe Doctrine 2.0, cartels & Russian meddling in Latin America 29:41 – Economic stakes of the Gulf of Mexico & Mississippi River 31:05 – Plausible deniability: why Washington leads with the drug war narrative 34:12 – Putin’s failed Ukraine gamble & giving him an off-ramp 48:06 – Why wars are sold on misleading narratives 53:28 – South China Sea, island chains & China’s geography problem 55:31 – China’s economic fragility, internal unrest & dependence on US markets 1:00:12 – The 40-year export superpower cycle: US, Japan, China 1:06:07 – Why China can’t invade Taiwan or break the island chain 1:07:29 – Rare earths, supply chains & how vulnerable is the US really? 1:14:07 – Did globalization blindside Washington and Wall Street? 1:17:28 – Term limits, FDR precedent & Trump running again 1:20:11 – Administrative state vs elected power: the constitutional paradox 1:24:02 – Roman Republic parallels Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 29 min
  • Richard Wolff vs. Jay Martin: Debating the Future of America

    Richard Wolff vs. Jay Martin: Debating the Future of America
    Nov 8 2025
    In today’s episode, I sit down with Professor Richard Wolff for a raw, unscripted debate on capitalism, socialism, and the future of the American Dream. New York City’s election of a socialist mayor sets the stage, but the conversation quickly dives into the deeper forces splitting the country in two and the slow unraveling of a system that millions feel no longer works for them. We go back and forth on wealth, risk, entrepreneurship, worker power, and whether the U.S. is inching toward a historic transition far bigger than anyone realizes. Follow Professor Richard Wolff: https://x.com/profwolff 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 00:00:00 — Why New York’s Election Matters 00:02:05 — The End of America’s Anti-Socialism Taboo 00:04:55 — Generational Anger and the Collapse of the American Dream 00:07:34 — The Country Is Splitting in Two 00:11:44 — Trump, Sanders, and the Politics of Rage 00:15:35 — Jay Pushes Back: “Hard Has Always Existed” 00:18:25 — Wealth, Elon Musk, and the Question of Fair Reward 00:23:55 — Capitalism, Choice, and Who Really Holds Power 00:28:38 — The Sandbag Parable & Unequal Rewards 00:33:12 — The Stories We Tell Ourselves About Markets 00:38:27 — Small Business Sacrifice vs. Public Perception 00:46:15 — Risk: The Entrepreneur vs. The Worker 00:53:55 — Why Workers Don’t Get a Fair Shot 00:55:48 — Are We Near the End of Capitalism as We Know It? 00:59:21 — Employee Ownership and the Coming Transition 01:03:20 — Leadership, Democracy, and What Actually Works 01:08:51 — Closing Thoughts & Invitation for Part Two Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 11 min
  • Peter Zeihan: In the Next 10 Years, China Will Collapse

    Peter Zeihan: In the Next 10 Years, China Will Collapse
    Oct 25 2025
    Today on the show, Jay sits down with geopolitical analyst Peter Zeihan for a sweeping conversation about the collapse of the global order. Zeihan explains why China is nearing its end, how demographics are set up to decimate economies around the world, and why the U.S. may soon abandon its role as world policeman and what that would mean for the world. Follow Peter: https://x.com/PeterZeihan https://linktr.ee/zeihanongeopolitics @ZeihanonGeopolitics Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com 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 — The Rare Earths Headline: Hype or Real Threat? 01:44 — How Did China Corner the Rare Earths Market? 06:44 — “China will be gone in ten years” 11:17 — Can Automation and Robotics Fix China’s Labor Collapse? 15:07 — Why Will India and Indonesia Age Faster Than the U.S.? 18:42 — Can Culture or Religion Prevent Fertility Decline? 22:42 — What Is the Actual Purpose of the SCO and BRICS? 25:01 — Did Belt & Road Actually Backfire on China? 30:54 — Is China Smelling Blood in the Water as U.S. Influence Wanes? 31:57 — Saudi Arabia + Pakistan: A New Nuclear Umbrella? 38:04 — Why America Is Ending Globalization (and Security Guarantees) 46:02 — What Happens When the U.S. Stops Policing the World? 51:57 — Which Countries Can Survive Deglobalization? 55:22 — Japan’s Strategy: Alternative Alliances and Naval Power 56:55 — Have We Already Passed the Point of No Return? Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 24 min
  • Colonel Macgregor: America’s Collapse Will Create A New Financial System

    Colonel Macgregor: America’s Collapse Will Create A New Financial System
    Oct 18 2025
    In this hard-hitting conversation, Jay sits down with Colonel Douglas Macgregor to dissect the unraveling of U.S. global dominance and the rise of a multipolar world. Macgregor argues that Washington’s addiction to military coercion, economic sanctions, and moral posturing has left America isolated and financially brittle, while China, Russia, and India quietly build alternative trade and monetary systems. He warns that U.S. diplomacy has been replaced by bullying and that the reckoning will come in the form of inflation, declining trust at home, and waning credibility abroad. Follow Douglas on X: 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 — The Rare Earth Flashpoint 04:10 — Can China Now Move U.S. Markets? 09:16 — The De-Dollarization Precedent 16:24 — What Path Should America Take? 24:26 — If America Withdraws Militarily, What Happens Next? 36:12 — Why Is Europe So Prone to War? 43:19 — The Cure Worse Than the Disease 48:22 — The Cost of Empire Comes Home 52:57 — Are We Sleepwalking Into Venezuela? 57:13 — A World in Transition Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h
  • Economic Expert: Precious Metals are Canada’s Final Lifeline

    Economic Expert: Precious Metals are Canada’s Final Lifeline
    Oct 11 2025
    Canada’s economic bubble is starting to burst. Portfolio manager Danielle Park joins Jay Martin to unpack why Canadian housing is cracking, why boomers and millennials alike are overleveraged, and how investor psychology mirrors the final stages of every bubble. From soaring household debt and collapsing home equity to U.S. tech overconcentration and the “fragile decade” before retirement, this is a sobering look at what’s next for North American markets and how investors can protect themselves before the music stops. Follow Danielle: https://jugglingdynamite.com/ https://x.com/kdaniellepark https://www.venablepark.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 0:00 Why is the Canadian economy breaking down? 7:00 What happens when mortgages renew at higher rates? 11:50 Is real estate still a good investment—or a dangerous myth? 22:20 How does Canada’s lack of tech exposure compare to the U.S.? 23:30 Are investors repeating the same mistakes as in housing? 31:10 What is the “fragile decade,” and why is it so risky? 43:25 Why is private equity entering pension funds—and what’s the risk? 53:00 Can Canada survive simultaneous housing and equity bubbles? 59:00 Are younger generations more resilient than boomers? Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 5 min
  • Grant Williams: Soaring Gold Prices signifies dark times ahead.

    Grant Williams: Soaring Gold Prices signifies dark times ahead.
    Oct 4 2025
    Today on The Jay Martin Show, Jay is joined Grant Williams, one of the most respected voices in macro finance and author of 'Things That Make You Go Hmmm...'. This conversation covers the signals behind gold’s record highs, the central bank shift away from the U.S. dollar, and the fragile state of government debt across the West. Grant dives into how the bond market may be quietly revolting against central banks, and the geopolitical maneuvers reshaping the global order. Join Grant and many more at the Vancouver Resource Investment Conference. Jan. 25 & 26 in Vancouver, BC. Tickets: VRICMedia.com Follow Grant on X: https://x.com/ttmygh Check out 'Things That Make You Go Hmmm...": https://www.grant-williams.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 0:00 – Why is gold suddenly “cool” again? 15:05 – What are central banks really signaling with record gold buying? 20:06 – Has the UK become the biggest buyer of U.S. treasuries? 24:21 – What does Europe’s unsustainable spending tell us? 29:14 – Can you explain the Laffer Curve in today’s context? 33:05 – Are U.S. entitlement obligations already unpayable? 39:39 – Do tariffs and headline deals actually change the math? 42:37 – Are we entering a new geopolitical turning point? 51:28 – How should investors read the “signals” from U.S.-China competition? 59:51 – How are you personally positioned in today’s uncertainty? Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 8 min
  • Eastern Expert: Dissecting the Rise of Multipolar Trade Alliances

    Eastern Expert: Dissecting the Rise of Multipolar Trade Alliances
    Sep 27 2025
    In a world growing increasingly hostile, how can nations remain neutral? Geopolitical analyst Pascal Lottaz of Neutrality Studies joins Jay Martin to explore the strategic role of neutral states in today’s global power struggle. They discuss how nations like Mongolia, Georgia, and Canada navigate pressure from superpowers, why some countries act with impunity while others face punishment, and what the rise of multipolarity means for the future of trade, commodities, and conflict. Follow Pascal: https://x.com/PLottaz https://neutralitystudies.com/ https://www.youtube.com/@neutralitystudies 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 – Can nations stay neutral in today’s hostile world? 01:05 – SCO summit takeaways and geopolitical signaling 05:39 – How superpowers compete for neutral states 19:49 – China’s nickel dominance and Western response 27:11 – Trump’s steel vision 29:00 – China’s five-year plan vs. U.S. short-term politics 35:14 – Canada’s role as a neutral, resource-rich nation 48:33 – Recognizing Palestine: symbolism vs. impact 55:29 – Why Israel operates with global impunity 59:15 – Qatar bombing and shifting Middle East dynamics Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 16 min
  • China Resource Expert: Unmasking the Geopolitical Chess Game

    China Resource Expert: Unmasking the Geopolitical Chess Game
    Sep 20 2025
    Today on the show, Jay is joined by renowned geopolitical analyst Professor Warwick Powell. The pair explore the cultural and strategic differences that drive the global ambitions of the East and West, from China's rapid infrastructure expansion to America's legalistic approach. Discover how these dynamics are reshaping the future of global markets, particularly in the mining sector, and what it means for investors. Join us as we bridge the gap between geopolitics, commodities, and markets. Follow Warwick: https://substack.com/@warwickpowell https://x.com/baoshaoshan 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 0:00 – Intro 2:14 – Global response to the Shanghai Cooperation Summit 7:43 – SCO Development Bank vs. Belt and Road Initiative 14:37 – Indonesia’s nickel industry as a case study 22:43 – Building a non-US dollar transaction system 30:24 – Digital currency impact and Chinese leverage 37:13 – Australia’s future role and alignment in Asia 49:13 – Potential Australian neutrality explained 52:15 – Japan’s strategic future and energy dependence 58:05 – Likelihood of China-Taiwan reunification this decade 1:05:22 – Comparing U.S. and China political cultures: engineers vs. lawyers Copyright © 2025 Cambridge House International Inc. All rights reserved.
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    1 h et 21 min