The Jay Martin Show

Andy Schectman, founder and CEO of Miles Franklin and expert in precious metals, joins to explore the impact of U.S. geopolitical actions on dollar dominance. They discuss the ramifications of recent interventions in Venezuela and how it relates to the broader BRICS de-dollarization movement. The conversation covers how military power impacts monetary trust, and the concept of 'detreasurization' as central banks pivot to gold. Andy emphasizes the significance of gold and silver in today's market and the need for a stable currency to revive U.S. manufacturing.

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.

Grant Williams, a macro investor and insightful financial commentator, dives into silver's recent volatility and the complexities of currency dynamics. He discusses China's export restrictions and the geopolitical landscape affecting precious metals. Grant contrasts the investor and trader mindsets, providing thoughts on risk management and discipline. He emphasizes the gradual shifts in reserve currencies, the decline of the petrodollar, and the implications for the US. Lastly, he offers practical advice for navigating uncertain economic times and finding opportunities amid upheaval.

Economist Steve Hanke, renowned for his expertise in monetary policy and currency reform, dissects the pivotal financial headlines of 2025. He explains Japan's surprising rate hikes and why they could impact U.S. markets through the yen carry trade. The discussion shifts to political shifts, including Trump's interventionist policies, and the realities of tariffs and trade deficits. Hanke also challenges de-dollarization fears, analyzes who’s buying U.S. Treasuries, and warns about inflation risks tied to money supply changes and government industrial policies.

Geopolitical analyst Glenn Diesen dives into the fading relevance of institutions like NATO and the G7 amid a shift toward multipolarity. He discusses the emergence of geoeconomic blocs and proposes a new 'Core Five' of global powers to manage relations. Glenn highlights the implications of NATO expansion on Europe and contrasts the modern interpretation of the Monroe Doctrine with its original anti-imperial intent. He also connects U.S. moves in Venezuela to resource control and urges for institutional reforms to reflect current power dynamics.

Jeffrey Sachs, a renowned economist focused on sustainable development, joins the conversation to dissect the U.S.'s geopolitical landscape. He sheds light on why regime-change attempts often fail and critiques the narrative of China's imminent collapse, countering it with insights on automation and productivity. Sachs also emphasizes the importance of long-term economic planning, contrasting China's structured approach with the U.S.'s lack of strategy, and discusses the reshaping of global trade dynamics due to sanctions.

In this thought-provoking conversation, precious-metals expert Andy Schectman dives into the shifting sands of global finance. He explores how the Genius Act and Treasury-backed stablecoins could reshape the U.S. dollar system. Schectman highlights the soaring demand for gold amidst banking fragility and discusses the U.S.'s strategic moves to secure critical minerals. The podcast also touches on the implications of reshoring, inflation risks, and the erosion of trust in the banking system that could spell deeper economic challenges.

George Friedman, a renowned geopolitical analyst and founder of Stratfor, joins to explore America's shifting role in the world. He discusses how Trump's agenda reflects a predictable shift away from global policing towards isolationism. The conversation delves into the U.S. military buildup near Venezuela and its implications amid a resurgent Russia-Cuba alliance. Friedman also analyzes the complexities of U.S. interventions, the enduring impact of the Monroe Doctrine, and the precarious state of international relations.

In a riveting debate, Professor Richard Wolff, an economist known for advocating worker cooperatives, discusses the political implications of New York's recent socialist mayoral victory. He argues this highlights a generational shift towards socialism amidst rising dissatisfaction with capitalism. The conversation tackles the strife of the American Dream, the morality of extreme wealth, and questions of ownership. Wolff suggests a more democratic workplace structure could remedy economic disparities, while Jay Martin brings a unique perspective on entrepreneurship and personal challenges.

In this engaging discussion, Peter Zeihan, a geopolitical analyst and author of The End of the World Is Just the Beginning, shares his provocative insights on China's impending collapse. He argues that demographic challenges will dismantle China's economic model within a decade and explores whether automation can rescue its workforce. The conversation also touches on the U.S. reassessing its global role, the symbolic nature of alliances like SCO and BRICS, and which nations might thrive in a deglobalized world. Zeihan's predictions challenge conventional thinking on global dynamics.