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Jay Martin: A Commodities Supercycle Is Just Beginning (Gold, Copper, Critical Minerals & More)

12 snips
Nov 13, 2025
Guest
Jay Martin
Jay Martin, Founder of Commodity University, dives deep into the commodities market, discussing the onset of a significant supercycle for gold and other critical minerals. He highlights the drivers behind gold's breakout, including central bank actions and geopolitical tensions. Jay explains the inflationary impact of reshoring and the role of government involvement in mining as a bullish catalyst. With imminent supply shortages in metals like copper, he emphasizes the importance of strategic investing and profit-taking in junior miners to navigate potential volatility.
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INSIGHT

Central Banks Sparked Gold's Secular Move

  • Gold's rally began with central banks buying physical gold in 2022 and institutions followed later into miners.
  • The move unfolded slowly and methodically, suggesting a durable secular bull market for gold.
INSIGHT

Why Central Banks Are Buying Gold

  • Central banks buy gold because they expect currency debasement and geopolitical unpredictability.
  • As long as those assumptions hold, gold remains a favored hedge globally.
INSIGHT

Debt Quality Matters More Than Size

  • Not all sovereign debt is equal; what matters is how debt was spent and the assets it created.
  • US borrowing largely funded consumption and stimulus, whereas China's funded industrial assets over decades.
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