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The Jay Martin Show

The Jay Martin Show

Jay Martin 282 Episodes Sep 14, 2026

Join Jay Martin, investor and CEO of Cambridge House, as he interviews thought-leaders on money management, geopolitics, macro finance, commodities, technology, and emerging trends. The podcast aims to cut through noise to find lucrative investment opportunities and challenge listeners' thinking on health, wealth, and happiness.

Episodes

The Truth About Why Countries Are Pulling Their Gold From America
The Truth About Why Countries Are Pulling Their Gold From America Sep 14, 2026 1596 This year, two of America's oldest allies quietly took their gold out of the United States. France went first and emptied its New York holdings entirely. The Netherlands went second, moving 86 tonnes. Both governments gave the same answer: it's not you, it's me. Paris said the bars were old. Amsterdam said it wanted to be ready for a crisis. Both made a point of adding that the move was not politi
America Says Hormuz Won’t Matter in 2 Years. Here’s the Problem.
America Says Hormuz Won’t Matter in 2 Years. Here’s the Problem. Aug 31, 2026 1355 U.S. Treasury Secretary Scott Bessent just predicted that the most important oil chokepoint on Earth will stop mattering within two years: the Strait of Hormuz, he said, is about to become just another body of water. Washington's top diplomat is saying the same thing. The plan sounds simple enough: build pipelines around Iran, and the strait that carries a fifth of the world's oil loses its grip o
The TRUTH About Why America Bailed Out Japan
The TRUTH About Why America Bailed Out Japan Aug 27, 2026 1462 On the last day of July, the United States did something it had not done in 28 years: it walked into the currency market and spent billions rescuing another country's money. The White House called it friendship. Governments do not spend tens of billions on friendship, and Treasury secretaries do not say "whatever it takes" about things that don't let them sleep at night. The real story runs throug
2008 vs 2026: The Same Dominoes Are Falling
2008 vs 2026: The Same Dominoes Are Falling Aug 26, 2026 1544 The machine that broke the economy in 2008 has been rebuilt — and this time it's made of AI. Jay breaks down the $2 trillion in promised future payments that Microsoft, Oracle, Google and Amazon are counting as guaranteed revenue, why those promises come from companies that lose billions every year, and how the same structure powered the housing bubble — which actually died in 2006, while prices w
America's Closest Allies Are Building a Future Without It
America's Closest Allies Are Building a Future Without It Aug 26, 2026 1519 Last week the White House imposed 50% tariffs on most Canadian goods, invoking a 1930 law no president had ever used, and the Toronto Stock Exchange promptly had its best day in a month — and Jay argues the shrug is the story, not the tariff. In this episode, Jay traces that reaction back 2,500 years to a Greek alliance where every city had to choose between building its own warships or sending si
July 24th: The Day China Reveals Gold’s Real Price
July 24th: The Day China Reveals Gold’s Real Price Aug 25, 2026 1109 China is shutting down paper gold. On July 24, 2026, some of the largest banks on Earth — ICBC, the Postal Savings Bank, Ping An — stop letting their everyday customers trade it, all in the same narrow window, and Jay argues this isn't about protecting investors from volatility. It's the moment China starts finding out what gold is actually worth. In this episode, Jay traces the setup back to a ro
The Hidden Machine Keeping the Dollar Alive Is Breaking
The Hidden Machine Keeping the Dollar Alive Is Breaking Aug 25, 2026 1364 There is a hidden machine underneath the world's money — a web of banks, payment rails, and rules, built up over the better part of a century, that quietly keeps the U.S. dollar at the center of everything you earn, spend, and save. Almost nobody can see it. And right now, pieces of it are breaking. In late 2025 you got the clearest signal yet: BHP, the largest mining company on Earth and one of A
The Dollar’s Replacement Won’t Be China
The Dollar’s Replacement Won’t Be China Aug 24, 2026 1108 In 2025, the world's central banks quietly began holding more gold than U.S. Treasuries for the first time in a generation, and Jay argues this is not really a story about gold, it's the clearest signal yet that the dollar's reign has no heir. In this episode, Jay runs the numbers on every supposed successor to the dollar, China, the euro, the yen and pound, a BRICS currency, even stablecoins, and
Turkey Just Sold Its Gold — Here's Why That Should Scare You
Turkey Just Sold Its Gold — Here's Why That Should Scare You Aug 24, 2026 1283 Turkey has started selling its gold after nearly wiping out its U.S. Treasury holdings, and Jay argues this is not an isolated crisis, it's an early warning signal in a much larger financial cascade. In this episode, Jay breaks down how higher oil prices, shrinking global reserves, and forced Treasury selling could pressure emerging markets first, then push stress back into the U.S. bond market an
Money Printing Explained: Why It’s Different This Time
Money Printing Explained: Why It’s Different This Time Aug 23, 2026 1272 The U.S. government spends roughly $2 trillion more than it collects every year and runs entirely on borrowed money — yet somehow it still turns around and lends tens of billions of dollars to other nations. How is that even possible? The answer starts with a keyboard and ends with the price of your groceries. Jay opens 300 years ago, with the Scotsman whose paper-money scheme minted the world'
America’s Future is Already Written - In Japan
America’s Future is Already Written - In Japan Aug 23, 2026 1102 What's happening in Japan is a preview of where the United States is heading. Jay breaks down how Japan's crushing debt, collapsing yen, rising borrowing costs, and dependence on imported oil could ripple into American bond markets, the dollar, and the price of hard assets. He explains why Washington already copied Japan's playbook — zero rates, quantitative easing, yield curve control — and why T
The Day America Ran Out of Options
The Day America Ran Out of Options Aug 22, 2026 1516 The slow death of the dollar has already begun and the man who just took control of the Federal Reserve can't stop it. Jay breaks down the impossible choice now sitting on the desk of the new Fed Chairman, Kevin Warsh. He traces the trap back to the Panic of 1907, the run on the Knickerbocker Trust and the day J.P. Morgan saved the entire U.S. financial system out of his private library with real

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