The Jay Martin Show

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.

In this enlightening discussion, Colonel Douglas Macgregor, a former U.S. Army officer and geopolitical commentator, explores the decline of U.S. global power. He highlights how Washington's reliance on coercive tactics has left America vulnerable, while alternative economic systems emerge worldwide. Macgregor discusses the dangers of de-dollarization, the consequences of military withdrawal, and the importance of diplomatic strategies. His insights reveal the complex dynamics shaping our financial future amid geopolitical shifts.

Danielle Park, a portfolio manager at Venable Park Investment Council, dives into the crumbling state of Canada's economy. She discusses the dangers of overleveraged households and the risks of renewing mortgages during high-rate environments. Danielle critiques the real estate market as a failing investment, explains the 'fragile decade' approaching for many retirees, and warns about concentrated tech investments. With insights on precious metals and private equity, she emphasizes the need for disciplined risk management as financial bubbles loom.

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.