The Jay Martin Show

What do the 2020 lockdowns, the Ukraine war, Iran, and even the Epstein files have in common? In this conversation, Tuomas Malinen lays out a provocative thesis: that today’s geopolitical flashpoints may not be isolated crises, but interconnected events driven by deeper power structures operating behind the scenes.

Check out more from Tuomas:
https://x.com/mtmalinen
https://mtmalinen.substack.com/
https://gnseconomics.substack.com/

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00:00 – The “New World Order” & What Munich and Davos Signal
01:52 – Who Is Really Deciding the Ukraine War?
03:54 – Europe Rearming: A Return to Pre-War Dynamics?
09:17 – Breaking the Eurasian Alliance: The Ukraine Strategy
14:22 – Monroe Doctrine 2.0? U.S. Moves in the Americas
19:57 – What’s Really Happening Inside Iran
21:27 – Venezuela, Dollar Liquidity & Iranian Unrest
23:03 – Allegations of Foreign Intelligence Operations in Iran
29:47 – Is the U.S. Preparing for a Larger Conflict?
33:45 – Iran’s Military Capabilities & Escalation Risks
45:39 – The “Samson Option” & Nuclear Deterrence
48:28 – Why Risk a War That Can’t Be Won Conventionally?
49:49 – The Epstein Files & Political Leverage
54:16 – Media Narratives vs. Sentiment on the Ground in Iran
59:18 – Will Another Crisis Bury Accountability?
01:03:06 – Lockdowns, Ukraine & The Pattern of Crisis
01:10:26 – What Citizens Can Actually Do

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Is geopolitics really about ideology? Or is it a global portfolio reallocation? In this conversation, Dr. Warwick Powell reframes Trump 2.0, Canada’s trade pivot, Europe’s energy scramble, and the AI boom as symptoms of a deeper structural shift. Powell argues the West has built too many abstractions and not enough productive capacity. We explore whether AI data centers are net-positive infrastructure, what it would actually take to rebuild a durable, energy-secure economy and so much more.

Professor Warwick Powell's links:
https://x.com/baoshaoshan
https://substack.com/@warwickpowell

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00:00 – Geopolitics as Global Portfolio Reallocation
04:16 – Canada’s Diversification Strategy Explained
07:10 – The UK, China & the End of the Old Atlantic Model
09:22 – Is Canada Pivoting Away from the U.S.?
12:21 – Energy Return on Energy Invested (EROEI)
15:44 – Fixed Capital vs Financial Abstraction
18:45 – Why the West Is Running Short on Surplus
23:33 – Financialization & the Hollowing Out of Industry
31:55 – Has Capital Allocation Actually Improved?
34:09 – AI as an Energy Sink?
38:35 – The Hidden Cost of AI Data Centers
41:52 – Liquidity Expansion & Asset Inflation
44:00 – Political Anger & Economic Fragility
46:49 – Are Any Countries Getting This Right?
49:21 – Capital Concentration & Rent Seeking
53:02 – The Prosperity Cycle: From Poor to Complacent
55:08 – Too Many Promises, Not Enough Production
57:52 – Where Real Opportunity Still Exists
01:00:26 – “Reality Bats Last”

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Colonel Douglas MacGregor joins Jay to unpack Greenland and Venezuela, rare earths, silver, and copper. This conversation traces how minerals are now shaping geopolitics, national security, and internal stability inside the United States itself. MacGregor challenges imperial thinking, questions Washington’s lack of long-term strategy, and warns that America’s greatest risk may no longer be abroad, but at home.

Connect with Col. Macgregor:
https://www.douglasmacgregor.com/
https://x.com/DougAMacgregor

Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26.
Tickets: https://VRICMedia.com

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8

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Be part of our online investment community:
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00:00 – Why America vs. America may be the real conflict
01:00 – Greenland, resources, and 19th-century thinking
04:10 – Venezuela: coercion without strategy
08:50 – Why extraction isn’t the problem—refining is
12:00 – Rare earths, China, and the real leverage
15:00 – Is there a hidden U.S. grand strategy?
19:00 – Lessons from World War I and strategic failure
22:00 – Government becoming an activist mining investor
25:00 – Gold, silver, and the coming supply crunch
29:00 – Copper, uranium, and the permitting bottleneck
32:00 – Empire, republics, and the “state of exception”
36:00 – Insurrection, federal law, and internal fractures
42:00 – Immigration, identity, and national cohesion
49:00 – Rule of law as America’s real competitive edge
54:00 – Term limits, leadership age, and historical parallels
58:30 – Final thoughts on power, resources, and decline

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Andy Schectman joins Jay to examine how recent U.S. geopolitical actions are reshaping global capital flows and accelerating the move away from dollar dominance. The pair discuss Venezuela, Iran, BRICS expansion, and the growing role of gold and commodities as trust in America erodes.

Connect with Andy:
https://x.com/MilesFranklinCo
https://www.youtube.com/@MilesFranklinMedia

Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26.
Tickets: https://VRICMedia.com

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
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00:00 – Why geopolitics now directly drives investment decisions
02:55 – Venezuela, regime change, and dollar-denominated oil
05:30 – BRICS, de-dollarization, and resource nationalism
09:20 – Gold, Treasuries, and the cost of U.S. financial dominance
14:15 – Military power vs. monetary credibility
18:10 – Confiscated reserves and the turning point for central banks
23:00 – America’s empire moment and historical parallels
31:30 – Federal Reserve pressure and dollar devaluation strategy
39:00 – Gold, silver, and the reshoring of strategic commodities
45:55 – Silver market stress, delivery risk, and price suppression
54:15 – Nation-states vs. paper markets: what’s changed since 2011

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Rick Rule joins Jay to explain why the recent strength in gold, silver, and commodities may still be early in a much larger cycle. Drawing on decades of market experience, Rick breaks down how underinvestment, supply shortfalls, and mispriced risk are setting the stage for what he believes could become a historic commodities bull market over the next two years.

Connect with Rick:
https://x.com/RealRickRule
https://www.ruleinvestmentmedia.com/

Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26.
Tickets: https://VRICMedia.com

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 — Are investors late to the gold and silver rally?
01:29 — Rick Rule’s "three" questions for junior mining CEOs
06:41 — Capital structure, patience, and long-term value creation
09:46 — Why volatility is the cost of big wins
13:22 — Opening VRIC with decades of experience
14:01 — Why Rule thinks a major commodities bull market is still ahead
16:46 — Gold stocks, earnings surprises, and analyst blind spots
19:36 — Institutional money and precious metals allocations
22:02 — Copper shortages, oil underinvestment, and supply constraints
27:09 — Why price discovery is inevitable in copper and energy
37:34 — Venezuela, oil markets, and separating headlines from reality

Copyright © 2025 Cambridge House International Inc. All rights reserved.