The Jay Martin Show
Jay Martin
Nobody has your back when it comes to your health, wealth, or happiness. But this is great news — because it puts you in the driver’s seat. Join Jay Martin, investor and CEO of Cambridge House, as he dissects the minds of thought-leaders from around the world with expertise in money management, geopolitics, macro finance, commodities, technology, and any emerging trends you should be paying attention to. Jay's mission is to cut through the noise and get to the signal, so he can find the most lucrative investment opportunities. Tune in for conversations that will challenge the way you think, the way you invest, and that might just change your life.
Episodes
Mentioned books
May 9, 2023 • 52min
The Reason the US Government Seized Russian Assets is Not What You Think: Luke Gromen
Founder and President of Forest For the Trees Luke Gromen has a theory on the reason behind the U.S. government's seizure of Russian FX reserves, and it's quite different from what has been portrayed in the media. Luke also discusses the threats facing the U.S. dollar as the world's reserve currency, his outlook on Bitcoin, and his current portfolio allocation.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe
May 3, 2023 • 51min
Banks Today Are Levered 20 to 1, This is a Recipe For Disaster: Sean Fieler
Sean Fieler of Equinox Partners gives his assessment of the collapse of First Republic Bank and the dire value destruction taking place across the regional banking sector. Sean also discusses QE and inflation, the growing trend of dedollarization and what it means for the global economy, gold's role in the market today, and much more.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe
Apr 29, 2023 • 55min
It's Delusional to Think the Death of the US Dollar is Imminent: Steve Hanke
Professor of Applied Economics Steve Hanke believes that those calling for the end of U.S. dollar hegemony may have to wait a very long time, for reasons he outlines in this interview. Steve also gives his views on the war in Ukraine and what the real purpose behind it is, and his forecast for the economy a potential deep recession.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe
Apr 22, 2023 • 1h 29min
Centralization of Power is the Dying Gasp of Our Failed Economic System: Matthew Piepenburg
Commercial Director at Matterhorn Asset Management Matthew Piepenburg believes the increased centralization of power in countries across the world is a sign that our failed economic system is nearing its inevitable end. Matthew also reveals how he's adjusting his portfolio to deal with the uncertainty of our current market environment.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe
Apr 18, 2023 • 1h 17min
Downside in Asset Prices Will Be Vicious, Damage To Span a Generation: Steven Wilkinson
Steven Wilkinson, author of the Pitchfork Papers substack and business consultant, discusses the impending asset value re-evaluation impacting a generation's risk appetite. He shares insights on classical libertarian values, underlining the risks of over-leveraging and opportunities in value investments. The conversation covers strategies for wealth protection during economic turmoil and the importance of adaptability and embracing libertarian principles in today's societal challenges.
Apr 15, 2023 • 1h 9min
'Invisible' World War 3 is Already Being Fought in Space and Underwater: Pippa Malmgren
Economist, award-winning Author, and former Presidential Advisor Pippa Malmgren believes that World War 3 has already started, and it's being fought through disruption of satellites in space, the cutting of internet cables underwater, and through cyber attacks online. In this epic conversation, Pippa also gives her view on the current geopolitical landscape and the growing trend of a multipolar world order.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe
Apr 13, 2023 • 32min
Gold Will Crash Dramatically Before it Reaches New All-Time Highs: Henrik Zeberg
Macroeconomist and Founder of the Zeberg Report Henrik Zeberg makes a bold prediction: the price of gold is set to crash, despite recent strength, before it rises up again to new all-time highs.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe
Apr 8, 2023 • 45min
BRICS Nations Central Banks Are Buying Up Gold For a Reason: Economic Ninja
Fan favorite the Economic Ninja returns to give his views on why the BRICS nations central bank gold buying could have a massive impact on the global economy and financial markets. Ninja also touches on the dangers of the forthcoming FedNow system and his concerns about Chat GPT and artificial intelligence.Sign up for my free weekly newsletter at https://www.JayMartin.club
Apr 4, 2023 • 58min
Everywhere I Look, Long-Term Value of the U.S. Dollar is at Risk: David Hay
Chief Investment Officer at Evergreen Gavekal and author of the Haymaker Substack David Hay explains the risk he sees for the U.S. dollar, as nations begin to execute trades in alternative currencies. David also discusses why the velocity of money is one of the most important trends investors should be paying attention to, along with giving us a glimpse into his portfolio.Sign up for my free weekly newsletter at https://www.JayMartin.club
Apr 1, 2023 • 26min
These Metals To Outperform, Even in the Face of Looming Crash: Adrian Day
Financial Author and Founder of Adrian Day Asset Management Adrian Day gives his view on the metals he is most bullish on, despite what he sees as a looming inflationary recession. Adrian also discusses Fed policy and his outlook for the broader economy.
