The Jay Martin Show

Grant Williams, a macro investor and author of 'Things That Make You Go Hmmm...', shares insights on the factors driving gold's soaring prices, highlighting its renewed popularity as both an asset and safe haven. He discusses the implications of central banks diversifying away from the U.S. dollar toward gold and the unsustainable governmental spending in Europe. Williams also unpacks the geopolitical shifts between the U.S. and China, and the cautious investor behavior in today's uncertain climate, advocating for patience and capital preservation.

Pascal Lottaz, a geopolitical analyst and founder of Neutrality Studies, discusses the complex dynamics of neutrality in today's aggressive global landscape. He unpacks how countries like Mongolia and Georgia manage relationships with superpowers, exploring the significance of multipolar trade alliances. The conversation dives into Canada’s strategic neutrality and the implications of China’s resource dominance. Lottaz also reflects on the cultural and historical factors that allow Israel to operate with relative impunity, offering a thought-provoking analysis on global power shifts.

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.

Andrew Bustamante, a former CIA officer and author of 'Shadow Cell,' shares riveting insights from his tense missions in hostile territories. He discusses the reality of spy work, debunking Hollywood myths, and reveals his encounter with a mole within the CIA. The conversation delves into innovative espionage strategies, the significance of trust in intelligence, and the societal views on privacy versus government surveillance. Bustamante also highlights the chilling implications of disappearances under authoritarian regimes, making for a captivating exploration of espionage.

Jesse Day, an insightful expat and commentator on political and cultural issues, shares his transformative journey of living abroad. He discusses the allure of escaping cultural misalignment and political discontent. The conversation dives into practical strategies for relocating, addressing benefits like lowered living costs and favorable taxes. Jesse also critiques the dynamics of individual freedom versus government control, and the complexities of navigating today's political landscape. His experiences in places like Croatia and Serbia offer a unique perspective on expat life.

Scott Horton, a bestselling author and foreign policy expert, analyzes America’s dwindling status as a global superpower. He critiques the costly pursuit of hegemony, exploring its toll on national wealth and liberty. Horton discusses how U.S. actions have fostered new global competitors and challenges the myth of America's insecurity. He also critiques the rhetoric used to justify military actions like the Iraq War and warns against the increasing government control reminiscent of China. This provocative discourse invites reflection on America's future role.

David Hunter, a bold macro strategist, joins to share his explosive market predictions. He anticipates a final equity melt-up followed by an 80% crash driven by excessive leverage and policy mistakes. Hunter warns of a looming global bust that could surpass the 2008 crisis, leading central banks to unleash trillions in stimulus. The conversation dives into the implications of outdated economic data collection, risks of political precedents, and the trajectory of commodities leading into the 2030s, urging listeners to rethink their investment strategies.

Andrew Bustamante, a former CIA officer and founder of Everyday Spy, sheds light on America's geopolitical challenges in a candid conversation. He discusses China's rise and the implications for U.S. society, especially regarding the erosion of democratic values. Bustamante emphasizes the unexpected consequences of foreign aid and the complexities of counterintelligence. The talk also delves into the importance of nurturing resilient future citizens amidst a rapidly changing world while highlighting the influence of AI on relationships and personal well-being.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 In this episode of The Jay Martin Show, geopolitical strategist Dr. Kamran Bokhari unpacks the new power dynamics reshaping the Middle East and Central Asia. From the fall of the Assad regime in Syria to Iran's quiet regime evolution, Bokhari dives deep into the regional chessboard—explaining why Azerbaijan is becoming a pivotal energy and trade hub, how the U.S. is shifting its strategy, and why China's Belt and Road Initiative may be faltering under its own weight. 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 01:38 – Why Syria Is the Region’s New Tipping Point 06:06 – The U.S. Strategy: Let Regional Powers Lead 12:10 – Is Destabilization a U.S. Tactic? 13:02 – Breaking Down the Big Four: Turkey, Saudi Arabia, Israel, Iran 17:05 – Iran’s Regime Is Morphing: What Comes Next? 21:45 – Iran Before 1979: What Really Changed? 25:07 – Two Paths Forward: Regime Evolution vs Collapse 28:27 – Why Regime Change Could Spark Chaos 34:23 – Azerbaijan: The Rising Strategic Power Nobody Saw Coming 42:24 – The Middle Corridor: Bypassing Russia and China 46:05 – What Is the Middle Corridor, Exactly? 50:08 – Russia & Iran Losing Influence in the Caspian 53:23 – The Geopolitical Weight of the Belt and Road 55:26 – Why the Belt and Road Is Failing 01:03:16 – Belt and Road: Economic Lifeline or Debt Trap? 01:07:15 – China’s Economic Fragility and Global Overreach 01:15:33 - China's Evolutionary Problem 01:24:08 - The US standpoint on China Copyright © 2025 Cambridge House International Inc. All rights reserved.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Michael Pento returns to the Jay Martin Show to deliver a no-punches-pulled update on the macroeconomic landscape—and where he's putting capital right now. We cover the inflation illusion, why the Fed is cornered, and what could spark the next major market correction. Pento walks us through his current portfolio allocation, including a surprising bet and breaks down why he’s actively avoiding Bitcoin despite its rally. Pento Portfolio Strategies: https://pentoport.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 – Intro 07:18 – Why the 1970s Playbook Won’t Work Today 11:00 – What Could Trigger the Next Market Shock? 15:38 – How Pento Interprets Trump’s Tariff Strategy 19:18 – America Doesn’t Have a Revenue Problem 24:43 – Can Elon's Party Actually Break the Two-Party System? 26:10 – Portfolio Breakdown: Where Pento Has His Capital Today 28:12 – Why Platinum Over Silver? 29:52 – Why Pento Rejects Bitcoin 33:48 – How to Hold Gold 35:06 – Why Pento Steers Clear of Silver 38:11 – How Pento Portfolio Strategies Actually Works Copyright © 2025 Cambridge House International Inc. All rights reserved.