The Jay Martin Show

Latest Episodes:

Peter Zeihan: In the Next 10 Years, China Will Collapse Oct 25, 2025

Show notes

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

Be part of our online investment community:

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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?

Colonel Macgregor: America’s Collapse Will Create A New Financial System Oct 18, 2025

Show notes

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 He warns that U.S. diplomacy has been replaced by bullying and that the reckoning will come in the form of inflation, declining trust at home, and waning credibility abroad.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

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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

Economic Expert: Precious Metals are Canada’s Final Lifeline Oct 11, 2025

Show notes

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/

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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?

Grant Williams: Soaring Gold Prices signifies dark times ahead. Oct 04, 2025

Show notes

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/

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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?

Eastern Expert: Dissecting the Rise of Multipolar Trade Alliances Sep 27, 2025

Show notes

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

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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

China Resource Expert: Unmasking the Geopolitical Chess Game Sep 20, 2025

Show notes

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

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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

CIA Spy on The Most Dangerous Spy Mission Ever Declassified Sep 11, 2025

Show notes

In this gripping episode of The Jay Martin Show, former CIA officer and EverydaySpy Andrew Bustamante reveals the truth about life inside America’s most secretive intelligence agency. From leading a spy team on the ground in a hostile foreign country to uncovering a mole within the CIA, Andy shares shocking insights from his new book Shadow Cell. They discuss how espionage really works, the myth vs. reality of surveillance, the anatomy of conspiracy theories, and why privacy might be more illusion than fact.

Find your Spy Superpower: https://yt.everydayspy.com/4mEVq8z

Read Andrew’s CIA book ‘Shadow Cell’: https://geni.us/ShadowCellBook

Follow Andy on YouTube: https://youtube.com/@Andrew-Bustamante

Explore Spy School: https://everydayspy.com/

Support Andy's sponsor Axolt Brain: https://axoltbrain.com/andy

Listen to the podcast: https://youtube.com/@UCpuzFvHij2JVyMq1CX1qyQQ

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00:00 – Intro

02:22 – The reality of spy work vs. Hollywood myths

03:21 – The mole inside the CIA and Andy’s mission

05:03 – Creating a new hybrid espionage strategy

06:37 – How spies identify and approach targets

10:26 – Global surveillance myths debunked

16:38 – Motivating vs. manipulating foreign assets

20:16 – Why trust is the foundation of espionage

23:03 – Epstein, Diddy, and conspiracy cycles explained

28:14 – Anatomy of a conspiracy

30:42 – Privacy, surveillance, and your smartphone

41:13 – Why government policy always trumps business power

44:47 – Surveillance inside the U.S. vs. abroad

48:21 – The real stakes for CIA officers overseas

51:53 – Jack Ma’s disappearance and state power in China

How to Become an Expat and Multiply Your Wealth Aug 30, 2025

Show notes

Commodity University - 50% off SALE - Expires September 6. Claim your discount using code: BACK2SCHOOL Sign up here: https://linkly.link/26yH8 Learn to invest in the commodity supercycle today. - Expert-led curriculum - New monthly courses - Monthly live calls - 14-day guarantee Have you ever thought about leaving your home country for a better life abroad? In this episode of The Jay Martin Show, Jesse Day and I dive deep into what it really takes to become an expat. From cultural misalignment and political frustration to tax strategies and cost-of-living advantages, we break down why more people are considering life overseas. Follow Jesse: https://x.com/jessebday commodityculture.buzzsprout.com www.youtube.com/@CommodityCulturehttps://www.youtube.com/@vricmedia 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 leave your home country? 02:19 – Jesse’s journey as an expat 09:45 – Cultural misalignment and political homelessness 13:21 – How to lower barriers and make moving abroad easier 23:41 – The three big incentives: culture, taxes, and cost of living 34:24 – Faith, values, and community abroad 45:43 – Freedom, trade-offs, and the U.S. trajectory 57:19 – Empire, power, and historical parallels 60:19 – Commodity University Copyright © 2025 Cambridge House International Inc. All rights reserved.

“Unipolar Moment is Over” How America Lost Its Ultimate Power - and what comes next. Aug 23, 2025

Show notes

In this episode of The Jay Martin Show, Jay sits down with bestselling author and foreign policy expert Scott Horton. Horton takes aim at America’s role as a global superpower, arguing that Washington’s pursuit of global hegemony has drained U.S. wealth, created blowback, and undermined liberty at home. This is a provocative, unfiltered conversation on empire, debt, and the future of American power

Pick up your copy of "Provoked" today:

https://a.co/d/8AF3ZeE

Follow Scott:

https://scotthorton.org/

https://libertarianinstitute.org/scott/

https://x.com/scotthortonshow

https://antiwar.com/

https://www.scotthortonshow.com/

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8

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00:00 – America’s empire myth vs. global reality

05:30 – Debt, interest payments, and the cost of empire

09:15 – How U.S. hegemony created global competitors

13:40 – What America could be without empire

18:05 – The “dangerous world” argument—myth or reality?

21:45 – Why America is actually secure at home

24:20 – Iraq War lies and the politics of fear

26:00 – State creep: America looking more like China?

33:20 – Taiwan, microchips, and nuclear risk

38:30 – America’s loss of moral authority

44:00 – How war undermined America’s credibility with China

“Massive Market Correction” is coming - Where will the money be made? Aug 16, 2025

Show notes

On this episode of The Jay Martin Show, macro strategist David Hunter returns to share his bold forecast for markets, the economy, and commodities. David outlines why he sees a final parabolic melt-up in equities before an 80% market crash, what he calls a “global bust” driven by unprecedented leverage and policy error, and how central banks will respond with trillions in stimulus—triggering a commodities supercycle into the 2030s. From state capitalism in the U.S. to the risk of a global financial system reset, this conversation covers the roadmap, the risks, and the opportunities ahead.

Follow David on X: https://x.com/DaveHcontrarian

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00:00 – Intro

02:17 – Trump’s economic tactics and global precedent

05:31 – Precedent risk in political power grabs

12:04 – BLS jobs data controversy and Trump’s response