The Jay Martin Show

Jay Martin believes that years of underinvestment in the commodities sector, combined with massive supply deficits across the commodities spectrum, is leading to a bull market that will realign asset allocations and put hard assets at the top of the pack. Jay also opens his portfolio and reveals where he is investing in preparation for the shift he is seeing towards natural resources.The Commody University: https://thecommodityuniversity.comSign up for my free weekly newsletter: https://jaymartin.substack.com/subscribe

Mark Moss joins the show to point out that we are entering a new multipolar era, where countries are beginning to restrict access to vital resources in a commodities war that is changing the world. Mark also discusses why he believes gold has failed as money, the globalist agenda in regards to mass immigration, and much more.The Commodity University: https://thecommodityuniversity.comSign up for my free weekly newsletter: https://jaymartin.substack.com/subscribe

Dave Collum is back on the show with some choice words for the globalists and a stark prediction: we are entering a multi-decade bear market and era of political upheaval that will test humanity like never before. Dave touches on the rise of direct government influence on the internet, a high-interest rate cycle in the markets, and points out that much of what we are experiencing today has occurred near the end of past empires.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribeThe Commodity University: https://thecommodityuniversity.com

Louis Gave of Gavekal Research argues that a multipolar world is rapidly emerging and the days of American hegemony are coming to an end. Louis believes that the forecast the Western media is making for China is far off the mark and it is the U.S. policymakers that need to examine themselves for fatal flaws.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Head of Research at GoldMoney Alasdair Macleod lays out all the reasons why the world at large is shifting away from the U.S. dollar and towards tangible assets in the form of commodities. Alasdair provides his insight into the geopolitical and investment ramifications of nations seeking to remove the burden of the U.S. hegemony once and for all.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

James Grant, a legendary value investor, discusses why interest rates may remain higher for longer than expected. He draws parallels between the decline of the Roman Empire and the current situation in the US. The impact of rising interest rates on the economy, including increased interest expenses and vulnerabilities in various sectors, is explored. They also discuss the future of the monetary system and the de-dollarization trend. The potential transition from declining to increasing interest rates and its impact on investor behavior is discussed.

Author and Portfolio Manager of Venable Park Investment Counsel Danielle Park explains the main economic indicators she's seeing that lead her to believe things aren't as rosy as many mainstream financial commentators would have you believe. For Danielle, it's a case of basic math and the math in this case is very clear.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Michael Gentile of Bastion Asset Management thinks that talk of a soft landing is a pipe dream that market bulls will soon get rudely awaken from. Instead, Michael points to untenable interest payments on government debt which he believes may force the Fed into destroying both the consumer and the system.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Renowned Economist Steve Hanke explains the importance of gold in the international monetary system and how he sees its role evolving in these uncertain times. Steve also provides his view on the failures of the energy transition, the endless aid being send to Ukraine, the impact of the BRICS alliance, and more.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Peter Schiff has some choice words for the Federal Reserve as he explains why they are making the inflation problem worse through misguided policy and political favoritism. Peter points out that the economy would be much better off without Fed intervention and reveals why he thinks their failure will ultimately lead us back to a gold standard.Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe