On this episode of The Jay Martin Show, macro strategist David Hunter returns to share his bold forecast for markets, the economy, and commodities. David outlines why he sees a final parabolic melt-up in equities before an 80% market crash, what he calls a “global bust” driven by unprecedented leverage and policy error, and how central banks will respond with trillions in stimulus—triggering a commodities supercycle into the 2030s. From state capitalism in the U.S. to the risk of a global financial system reset, this conversation covers the roadmap, the risks, and the opportunities ahead. Follow David on X: https://x.com/DaveHcontrarian 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 – Intro 02:17 – Trump’s economic tactics and global precedent 05:31 – Precedent risk in political power grabs 12:04 – BLS jobs data controversy and Trump’s response 16:21 – Outdated economic data collection methods 19:28 – Global economic thesis: the path to a “global bust” 22:12 – Why the next downturn could eclipse 2008–09 26:51 – What will trigger the bust? 29:22 – Central bank policy errors and slow stimulus response 33:19 – How a $20 trillion Fed balance sheet expansion could play out 38:27 – Post-bust monetary dominance and inflation surge 44:56 – How investors can protect capital before the downturn 51:31 – Why metals and “safe” equities won’t be spared in the bust 54:49 – Commodity supercycle: oil, copper, gold, silver Copyright © 2025 Cambridge House International Inc. All rights reserved.

In this unfiltered and eye-opening conversation, former CIA officer Andrew Bustamante (AKA Everyday Spy) joins Jay Martin to unpack America's geopolitical standing, the rise of China, the hidden mechanics of global influence, and the cracks within U.S. society. From espionage and digital warfare to the erosion of democratic values and the real threat of internal collapse, this is a candid look at the forces reshaping the world—and what it means for the next generation of investors, leaders, and citizens. Want to learn more from Andrew? Find your Spy Superpower: https://yt.everydayspy.com/3IoyxqD Read Andrew’s CIA book ‘Shadow Cell’: https://geni.us/ShadowCellBook Follow Andy on YouTube: https://youtube.com/@Andrew-Bustamante Explore Spy School: https://everydayspy.com/ Support Andy's sponsor Axolt Brain: https://axoltbrain.com/andy Listen to the podcast: https://youtube.com/@EverydaySpyPodcast 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 02:20 - Examining Global Headlines Through US-China Rivalry 03:54 - The American Empire Will Pass—But When? 05:53 - What About China’s Demographic Crisis? 07:02 - Why China Might Engineer a Depopulation Event 09:50 - How America Forgets History 10:35 - Why Does a Chinese Strategy Sound So Dystopian? 13:20 - What’s Really Driving Middle East Alignments 18:09 - Are We in the “Adolescence” Phase of the American Empire? 21:32 - What Does Figuring It Out Actually Look Like? 26:40 - Will America Choose Autocracy Over Chaos? 28:16 - How Much Internal Pain Before Americans Unify? 32:05 - Was the CIA Involved in the Drug Trade? 36:23 - The Truth About US-Trained Mercenaries 39:19 - How Vulnerable Is the US to Espionage at Home? 44:08 - Is America a Surveillance State? 48:14 - Has the Idea of “American Freedom” Become a Brand? 54:14 - Should You Raise a Family in the US Today? 58:18 - Parents, Not Governments, Create Opportunity Now 01:00:58 - The Wealth Gap and the Future of America 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 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.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: http://bit.ly/43YNOa5 In this wide-ranging conversation, economist Steve Hanke breaks down the true drivers of inflation, deflation, and government dysfunction—topics you won’t see in the headlines. We dig into why the money supply is deliberately kept out of the spotlight, what’s really happening inside China’s economy, and so much more. Pick up a copy of Making Money Work: https://a.co/d/4HanaJW Follow Steve on X: https://x.com/steve_hanke 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 Copyright © 2025 Cambridge House International Inc. All rights reserved.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: http://bit.ly/43YNOa5 In this episode of The Jay Martin Show, Jay sits down with Lyn Alden, founder of Lyn Alden Investment Strategy and author of Broken Money, to break down what’s really driving America’s debt spiral and how trade wars, rare earths, and energy leverage are reshaping global power. The pair also dig into reshoring U.S. manufacturing—and why it’s way harder than politicians make it sound. Follow Lyn Alden: https://x.com/LynAldenContact https://www.lynalden.com/ Purchase Broken Money: https://a.co/d/3mDPQH2 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 01:12 The U.S. Deficit Problem, Explained 10:02 Who Wins and Loses in a K-Shaped Economy? 16:08 The Doom Narrative: Why It Sells and What It Misses 19:25 What’s Really Behind America’s Tariff Push? 29:49 Steel, Nickel, and Rare Earths 33:48 Is Re-Industrialization Just Political Nostalgia? 38:23 China’s Rare Earth Monopoly 42:30 Why the U.S. Is Deepening Ties with the Gulf States 46:31 The Strait of Hormuz and U.S. Oil Strategy Copyright © 2025 Cambridge House International Inc. All rights reserved.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: http://bit.ly/43YNOa5 In this explosive interview, Colonel Douglas Macgregor breaks down the real motives behind the U.S. strike on Iran and unpacks the tangled web of power, profit, and foreign influence driving American foreign policy. 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 03:00 – Was This Just for Show? 08:30 – What’s the Real Strategy Behind This? 12:55 – Is This Just About Oil? 21:45 – Does the U.S. Still Have Leverage? 27:35 – Is the U.S. Empire Collapsing? 31:05 – Are Gulf Alliances About Rare Earths? 36:55 – Why Does Israel Control U.S. Policy? 45:00 – Was Epstein Working for Mossad? 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://2ly.link/26yH8 David Stockman, former budget chief to Ronald Reagan, joins Jay Martin to break down why Trump’s “Big Beautiful Bill” is a fiscal fantasy—and what it really signals about America's economic future. Stockman lays out a sobering roadmap of where the U.S. is headed. This conversation pulls no punches, diving into the debt spiral, entitlement crisis, and why the next financial reckoning may already be baked in. Sign up for my free weekly newsletter at https://2ly.link/211gx Rule Investment Symposium: https://opportunity-travel.com/rule-symposium-2025/ 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 01:06 – Trump’s Big Beautiful Bill: What It Really Means 19:22 – Could the Senate Kill the Bill? Stockman Thinks So 29:08 – Is Trump’s Agenda a Lie—Or a Delusion? 36:20 – The Reagan Playbook vs Today’s Reality 45:12 – Has America Crossed the Entitlement Tipping Point? 50:30 – Was the 1st Trump Economy Actually That Strong? 58:43 – Where Stockman Puts His Money Right Now 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://2ly.link/26yH8 Dr. Thomas Kaplan, legendary investor and chairman of NovaGold, joins Jay Martin for a wide-ranging conversation on the future of global power, the collapse of empires, and the rising threat of resource nationalism. Kaplan draws from decades of experience in energy and metals to break down why gold is becoming a strategic asset again, how the U.S. is undermining its own dominance, and why his billion-dollar bet on Alaska’s Donlin project could be the gold trade of the decade. 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 1:45 – What’s catching Dr. Kaplan's attention geopolitically 5:06 – What values and alliances underpin U.S. global power today? 14:17 – Can we map the decline of U.S. power across its military, alliances, and currency strength? 16:03 – Has the U.S. military lost its manufacturing edge since WWII? 21:13 – How has the U.S.'s foreign policy behavior affected its alliances? 24:22 – What’s the intent behind the U.S. trade strategy? 26:22 – Are today’s political environments suppressing honest critique? 27:00 – Has China’s Belt and Road Initiative become a rival to U.S. weapons diplomacy? 31:20 – What is the role of raw materials in today’s geopolitics? 32:49 – How do you view resource nationalism today compared to a decade ago? 44:16 – Why is Donlin such a strategic gold asset, and how was the deal done? 1:12:09 – What’s next for Donlin, and what can investors expect going forward? 1:19:40 - How Dr. Kaplan found success in the mining industry 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://2ly.link/26yH8 Brent Johnson of Santiago Capital joins Jay to break down what most people are missing about America's global position. While headlines warn of U.S. decline, Johnson argues the real story is a relative game and the rest of the world may be worse off. From trade wars and political cycles to China's debt bomb and the future of rare earths, this conversation dives into the fractures beneath the surface of globalization. If you're looking to understand where the world is headed and who might get knocked off the road first then don’t miss this one. Follow Brent on X: https://x.com/SantiagoAuFund https://santiagocapital.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 06:18 – Can the U.S. Realistically Restore Industry? 15:43 – Is China Better Prepared Than in 2008? 23:36 – The Role of Narrative: Who's Really Collapsing? 31:41 – Can U.S. Adversaries Retaliate at the Same Level? 37:07 – Who Owns China's Debt and Why It Matters 44:17 – Defaults and Fort Knox 51:12 – Roman Parallels and the Rise of an American Empire 56:17 – Where Capital Will Flow Next: Defensive vs. Offensive Allocation 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://2ly.link/26yH8 Economist David Rosenberg returns with a stark warning for investors: the biggest risk to global markets isn’t being talked about—and it’s already unfolding. In this interview, Rosenberg breaks down the misunderstood impact of the latest U.S. budget bill, why GDP growth is likely to be cut in half, and how geopolitical tensions are reshaping global trade. He explains why Japan may be the true elephant in the room, what the Moody’s downgrade really signals, and which assets are best suited for the looming risk-off environment. Rosenberg lays out a contrarian but calculated roadmap for capital preservation in turbulent times. Follow David on X: https://x.com/EconguyRosie Rosenberg Research: https://www.rosenbergresearch.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 04:10 – Is Trump’s Budget Bill Misunderstood? 09:57 – Where Is U.S. Growth Most Vulnerable? 13:06 – Is Immigration Policy a Hidden Economic Drag? 21:15 – Are Americans Losing Global Goodwill? 27:25 – Can China Thrive Without the U.S. Market? 30:33 – Will Markets Keep Falling for Trump’s “Tariff Ping Pong”? 32:08 – Could Trump Manufacture a Crisis for a Third Term? 37:10 – Does the Moody Downgrade Actually Matter? 42:05 – Will Capital Start Fleeing U.S. Bonds? 48:23 – Why Japan Might Be the Real Time Bomb 52:17 – What Goes in a Risk-Off Portfolio Today? 56:12 – Is It Time to Buy U.S. Treasuries Again? 1:03:16 – Why Bonds Might Outperform Stocks from Here 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://2ly.link/26yH8 Legendary resource investor Rick Rule joins The Jay Martin Show to deliver a sobering outlook on the U.S. dollar, warning of a potential 75% depreciation over the next decade—mirroring the economic unraveling of the 1970s. Rule argues that America’s consumption-driven culture and unsustainable fiscal promises will likely lead to a massive loss of purchasing power, which, if anticipated correctly, could generate significant investment returns. The conversation dives deep into trade policy, global power dynamics, capital allocation, and the most common pitfalls in resource investing. Rule also shares his disciplined approach to de-risking investments, the value of long-term thinking, and actionable strategies for navigating the next chapter of economic turbulence. Get your FREE E-book and find out how to set yourself up for a risk free ride: https://thecommodityuniversity.com/risk-free-ride-formula Sign up for my free weekly newsletter at https://2ly.link/211gx Follow Rick on X: https://x.com/RealRickRule Have Rick rank your investments: https://www.ruleinvestmentmedia.com/ Rule Symposium: https://opportunity-travel.com/rule-symposium-2025/ Learn from Rick: https://ruleclassroom.com/ 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 4:16 Has America Been Treated Unfairly? 8:35 China vs. America 15:43 China's Insane Growth and the Belt and Road Initiative 18:59 The Future of US Economic Policy 26:57 How Will the US Handle its Debt? 29:28 The 1970s Collapse of the Dollar and How it Relates Today 34:45 The Housing Market 38:31 What Happened to DOGE? 44:03 Will US and Canadian Permitting Improve Under Trump and Carney? 51:16 A Look at the Uranium Sector 53:52 How Does Rick Pick Stocks? 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://2ly.link/26yH8 The U.S. government plans to borrow $86 trillion over the next decade—an unsustainable trajectory that could redefine America’s global standing. In this urgent conversation, Jay Martin sits down with Maya MacGuineas, President of the Committee for a Responsible Federal Budget, to expose the fiscal recklessness at the heart of Washington. They break down exploding interest payments, the illusion of tax cuts paying for themselves, the politics preventing real reform, and the looming crises in Social Security and Medicare. 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 1:02 - Understanding the Role of the Committee for a Responsible Federal Budget 5:01 - Rising Public Awareness of the Debt Crisis 9:08 - Can Government Efficiency Solve the Problem? 19:21 - The Real Impact of Tax Cuts on Growth 23:42 - Opportunities for Defense Spending Reform 24:58 - The Reality of Cutting Medicaid 31:14 - Fixing Social Security Before Insolvency Hits 40:01 - Inflation, Austerity, or Default: What Comes First? 42:19 - Could a Productivity Boom Save Us? 45:16 - The Decline of U.S. Fiscal Dominance on the Global Stage 52:05 - Treasuries, China, and the Fragile Financial Order 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://2ly.link/211gp Today on the Jay Martin Show, Professor Richard Wolff breaks down the meteoric rise of China's economy and how this will affect the world moving forward. From the Belt and Road Initiative to electric vehicle dominance and global GDP realignment, Wolff explores how China's hybrid economic model has challenged Western supremacy. Together, we examine whether the U.S. is in denial about its decline, if China's rise is sustainable, and if missing economic data from Beijing signals deeper troubles ahead. Follow Professor Wolff on X: https://x.com/profwolff Check out Democracy at work: https://www.youtube.com/@democracyatwrk 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 – The Real Goal of Belt and Road 10:23 – Could China Repeat the Rise-and-Fall of Empires? 19:10 – Is the Panama Canal Story Political Theater? 26:09 – Why China Is Dominating the EV Market 41:12 – Belt and Road: Economic Play or Political Power Move? 45:34 – The New Global Power Bloc: BRICS vs G7 50:02 – Is China's Success Built on Private Capitalism or State Control? 54:49 – America's Cultural Taboo 58:26 – Why Is China Hiding Its Economic Data? 1:04:32 – The Flawed Faith in Statistics Copyright © 2025 Cambridge House International Inc. All rights reserved.

Today on the Jay Martin Show, Jay is joined by Taylor Kenney of ITM Trading. Taylor breaks down the mounting pressures on the U.S. economy and the shifting global sentiment toward the dollar. From the fragility of the Treasury market to the quiet but determined rise of the BRICS nations, Taylor outlines why trust in traditional financial levers is eroding—and what that means for the future of global trade. the pair also discuss the mindset differences between East and West, the growing appeal of gold, and how individuals can prepare for a financial system in transition. Learn to invest alongside the top minds in commodities. Join The Commodity University today: https://thecommodityuniversity.com/subscriptions 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: Is America Headed for a 2008-Style Crash? 1:03 – U.S. Economic Health and Treasury Market Vulnerabilities 7:27 – The Shrinking Influence of the U.S. Dollar on the Global Stage 15:06 – Trust, Trade, and the Global Shift Toward Gold 20:25 – Hedge Funds, Big Banks, and the Treasury Backstop Plan 25:14 – The BRICS Strategy and the Quiet Rebellion Against the Dollar 30:41 – Competing Worldviews: West vs. East in Global Finance 35:06 – Personal Financial Preparedness and the Case for Gold Ownership 43:47 – Where to Learn More: ITM Trading and Commodity University Copyright © 2025 Cambridge House International Inc. All rights reserved.

Today on the Jay Martin Show, Jay is joined by Cyrus Janssen. The pair discuss the deeper implications of the ongoing U.S. trade war, the misunderstood realities behind China’s manufacturing dominance, and the global shift in alliances as America's trust deficit grows. For more content from host Jay Martin, please visit The Commodity University at: https://2ly.link/211gp 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 - What’s Driving Trump's Trade War? 4:17 - Is China’s Manufacturing Strength Misunderstood? 7:26 - How Work Ethic Shapes an Empire's Rise 12:06 - Is the U.S. Trade War a Miscalculation? 19:23 - Tariffs and the Erosion of Trust 25:18 - How the World is Turning Away from America 40:13 - Will Countries Choose the U.S. or China? 45:19 - Is the Belt and Road Initiative Economic Lifeline or Trap? 50:19 - China’s Growing Influence Across Africa and Beyond Copyright © 2025 Cambridge House International Inc. All rights reserved.

On this episode of The Jay Martin Show, world-renowned economist Jeffrey Sachs unpacks the long-term shifts reshaping the global order—from the end of Western dominance to the rise of China and the multipolar world emerging in its wake. Sachs offers a rare century-scale perspective on trade wars, technological competition, and U.S. debt vulnerability, challenging conventional narratives and calling for a mindset shift in Western geopolitics. He also shares insights from his advisory work in Southeast Asia and his views on China's Belt and Road Initiative, arguing it's a misunderstood force for global development. For more content from host Jay Martin, please visit The Commodity University at: https://2ly.link/211gp 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 – What Do People Misunderstand About the U.S.-China Conflict? 6:39 – Is This Just the Natural Rise and Fall of Empires? 14:27 – Why the West Misjudged China’s Rise 24:54 – Are Tariffs Just a Sideshow? 39:32 – Is Southeast Asia the Next Battleground? 47:24 – Could Losing the Dollar Trigger U.S. Panic? 55:05 – Is the Belt and Road Initiative a Global Growth Engine or a Trap? 59:05 – Is Indonesia Returning to Its Authoritarian Past? Copyright © 2025 Cambridge House International Inc. All rights reserved.

Historian Stephen R. Bown joins Jay Martin to explore the rise and fall of empires through the lens of trade, technology, and human behavior. Drawing from his acclaimed book Merchant Kings, Bown connects past global power shifts—from sea otters and nutmeg to oil and cobalt—with today’s geopolitical landscape. They dive into cycles of history, proxy warfare, and the opaque ties between states and corporations, revealing how disruptive technologies and seemingly trivial commodities have repeatedly reshaped the world. This conversation offers deep historical insight with striking relevance to today’s investors and global citizens. For more content from host Jay Martin, please visit The Commodity University at: https://2ly.link/211gp 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 2:30 - Empire Collapse Patterns: Are We Repeating History? 7:21 - Why History Moves in 100-Year Cycles 9:05 - Is This Time Really Different? 22:18 - How Much of Our System Is Hidden from Us? 24:37 - Could One Man Have Redrawn North America? 29:22 - Would We Go to War for Copper? 53:43 - What’s Next for Stephen R. Bown? Copyright © 2025 Cambridge House International Inc. All rights reserved.

In this episode of The Jay Martin Show, geopolitical strategist and bestselling author Parag Khanna unpacks Canada's strategic crossroads amid growing U.S. protectionism and shifting global power dynamics. From trade realignment and Arctic geopolitics to the emergence of a multipolar world, Khanna offers a sweeping analysis of where Canada fits in—and how it can thrive. For more content from host Jay Martin, please visit The Commodity University at: https://2ly.link/211gp 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 – Canada's Strategic Crossroads 4:13 – Is Canada Wasting Its Potential? 8:27 – What Makes a Country Truly Strong? 12:04 – Seeking Optionality Outside Canada 14:29 – Who Are Canada’s Best Global Trade Partners? 18:24 – The Arctic: Global Trade’s New Frontier 23:03 – What's Behind the “51st State” Rhetoric? 27:15 – Could Canada Deepen Ties with Greenland? 31:17 – Did the U.S. Quietly Take Over the Panama Canal? 33:28 – Is the South China Sea the Next War Zone? 36:27 – China’s Real Playbook for Taiwan 40:36 – Would the U.S. Sit Out a Taiwan Conflict? 46:06 – Which Emerging Markets Are Truly Investable? Copyright © 2025 Cambridge House International Inc. All rights reserved.

In this episode of The Jay Martin Show, Jay engages with Warwick Powell, an adjunct professor at the University of Technology in Queensland and an expert in Asian geopolitics, to unpack the intricate geopolitical dynamics of the South China Sea. They discuss the historical and current tensions among key stakeholders such as China, the Philippines, and the United States, examining their strategic motivations and military maneuvers. Expanding the discussion, they also address the shifting geopolitical landscape of the Arctic, highlighting new trade routes and the potential for Siberian agricultural and energy development. For more content from host Jay Martin, please visit The Commodity University at: https://2ly.link/211gp 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 2:56 - The Role of External Powers in the South China Sea Tensions 7:25 - Exploring the Military and Strategic Movements in the South China Sea 14:30 - The Risk and Reality of Minor Conflicts in the Region 20:24 - The Influence of Changing US Foreign Policy on Global Conflicts 25:15 - Shifting Alliances: The Evolving Role of Japan in Regional Security 31:13 - Japan's Military Posture and the Pacific Power Balance 38:08 - Comparing Global Hotspots: The Significance of the South China Sea 43:30 - The Emerging Trade Routes in the Thawing Arctic 47:29 - Siberian Development: A New Frontier for Energy and Agriculture 50:55 - Historical Insights: The Impact of Early Russian Exploration in America 57:06 - The Strategic Implications of Korea's Policy Shift on Reunification Copyright © 2025 Cambridge House International Inc. All rights reserved.