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.

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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?

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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.

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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.

In this episode of The Jay Martin Show, Jay sits down with Pascal Lottaz, a professor of neutrality studies at the University of Kyoto and the Waseda University in Tokyo. The pair explore the obscured realms of global geopolitics. Pascal discusses the intricate strategies and hidden maneuvers that shape international relations far beyond the daily news headlines. From the strategic significance of the South China Sea to the emerging conflicts in the Arctic and the Caribbean, Pascal offers a masterclass on the realpolitik driving today’s geopolitical landscape.

https://x.com/plottaz

https://neutralitystudies.com/

https://www.youtube.com/@neutralitystudies  

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0:00 - Unpacking Geopolitical Flashpoints

23:13 - Evaluating U.S. Foreign Policy Shifts

33:02 - Exploring the Role and Relevance of NATO

42:07 - Questioning NATO's Financial Demands

51:08 - Middle East Strategies and Controversies

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

On this week's episode, Grant Williams dissects the economic and geopolitical challenges redefining 2025. The conversation examines Germany’s faltering economy, Europe’s growing instability, and the global ripple effects of Donald Trump’s return to power. Topics include inflationary and deflationary pressures, the nation-state model’s decline, and strategies for investors to prepare for heightened risks.

https://x.com/ttmygh

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0:54 - "Key Trends Shaping 2025"

12:10 - "How Has the Investment Landscape Shifted?"

20:28 - "Inflation vs. Deflation: What Wins?"

30:50 - "What’s Trump’s Trade War Strategy?"

38:18 - "Why Is Germany’s Economy Failing?"

42:00 - "Could the EU Survive Without Germany?"

48:12 - "Is the Nation-State Model Dying?"

52:17 - "How Do Energy Policies Impact Economics?"

56:30 - "Who Could Replace Germany in the EU?"

59:11 - "What’s Next for Europe’s Future?"

Copyright © 2024 Cambridge House International Inc. All rights reserved.

On this week's episode Glenn Diesen unpacks the Syrian conflict’s geopolitical complexities and its global implications. Glenn analyzes the interests of key players like the U.S., Russia, Iran, Israel, Turkey, and China. Topics include Russia's naval ambitions, Iran's loss of the Shia Crescent, Israel’s destabilization tactics, and Turkey’s neo-Ottoman aspirations. The discussion also explores the U.S.’s ambiguous role, the Ukraine war's ripple effects, and the rise of BRICS as an alternative to U.S.-centric systems. Glenn warns of escalating Middle East tensions amidst a shifting global power balance.

https://x.com/Glenn_Diesen

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0:00 - Intro

1:10 - Who’s Behind Syria’s Revolution?

5:44 - Russia and Iran: Stretched Too Thin?

8:47 - Ukraine’s Hidden Role in Syria?

12:24 - Syria’s Future: Chaos or Order?

18:02 - Could a New U.S. President Shift Geopolitics?

23:21 - Turkey’s Neo-Ottoman Ambitions

26:14 - China’s Quiet Strategy in Syria

29:00 - Is a Russia-Ukraine Peace Deal Near?

38:34 - Middle East Boiling Over

44:15 - BRICS: A New Global Challenge?

Copyright © 2024 Cambridge House International Inc. All rights reserved.

Today on the Jay Martin Show, Jay sits down with Danielle DiMartino Booth, CEO of QI Intelligence and author of Fed Up. the pair dissect critical economic and geopolitical trends shaping today's markets. They explore the historic overvaluation of the stock market, rising consumer debt, and the hidden vulnerabilities in the gig economy. Danielle offers insights into the challenges facing commercial real estate, multigenerational housing trends, and the surge in build-to-rent developments. The conversation also touches on Canada’s shifting economic landscape, the implications of leadership vacuums, and what lies ahead for global markets in 2025.

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0:00 - Intro

1:21 - Historic Overvaluation of the Stock Market

4:04 - Consumer Debt and Economic Fragility

10:54 - The Gig Economy's Hidden Risks

14:33 - Job Data Revisions and Economic Reality

16:10 - Rising Unemployment and Market Impact

20:50 - Commercial Real Estate on Shaky Ground

26:07 - Multigenerational Living and Housing Trends

32:15 - The Build-to-Rent Boom

39:08 - Hurricanes and Investor Housing Fallout

43:41 - Canada's Economic Crossroads

Copyright © 2024 Cambridge House International Inc. All rights reserved.

In this weeks episode, Jeff Snider of Eurodollar University breaks down recent selling activity in the U.S. Treasury market by countries like China and Japan. Snider explains that China's sales of treasuries are driven by dollar scarcity rather than a lack of confidence in the U.S. dollar, debunking common media narratives. Snider underscores the signals of a potential global downturn, citing market behaviours such as rising U.S. dollar values, lower interest rate swap spreads, and subdued copper-to-gold ratios, suggesting significant economic challenges ahead.

Eurodollar University - YouTube

https://www.eurodollar.university/

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0:00 - Intro

0:27 - Is China Dumping U.S. Treasuries?

4:47 - Why Are China and Japan Selling Treasuries?

11:56 - Does a Treasury Sell-Off Signal Trouble?

20:34 - What’s Wrong with China's Stimulus Approach?

26:12 - How Bad is the Economic Situation in Europe?

31:24 - Is Europe’s Economic Recovery a Myth?

32:15 - Are U.S. Payroll Numbers Misleading?

36:40 - What Does Warren Buffett’s Shift Say About Markets?

40:03 - Could Global Economies Be Stumbling Simultaneously?

43:19 - Can Presidential Policies Change the Economic Path?

46:32 - Is a Global Recession Already Baked In?

Copyright © 2024 Cambridge House International Inc. All rights reserved.

This episode of The Jay Martin Show features an in-depth conversation with renowned macro strategist David Hunter, offering a deep dive into his macro thesis and bold predictions for the future. The discussion covers the impact of the recent U.S. election on financial markets, Trump’s potential policy influence and China’s economic challenges. This episode examines the major shifts ahead and how investors can navigate extreme market volatility to protect their portfolios.

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0:00 - Intro

2:19 - The Election’s Impact on Market Outlook

6:01 - Trump’s Policies and the 2030s Global Outlook

11:25 - Reforming Government Transparency and Efficiency

18:19 - America’s Next Industrial Revolution

30:53 - China’s Path to Becoming the Next Japan

45:06 - China’s Stimulus as a Temporary Fix

50:20 - $500 Oil and $20,000 Gold Are Real Possibilities

59:53 - Positioning to Avoid 80% Market Losses

Copyright © 2024 Cambridge House International Inc. All rights reserved.

Today on The Jay Martin Show, Professor Steve Hanke critiques the Biden administration’s fiscal and monetary policies for exacerbating wealth inequality and driving public resentment. He attributes these issues to reckless fiscal expansion and Federal Reserve actions, which disproportionately benefited the wealthy. Hanke also examines global conflicts in Ukraine, the Middle East, and U.S.-China tensions, offering insights into their economic ramifications. For investors, he advises caution with risk assets, recommending gold and U.S. Treasury bonds as safer options amid market volatility.

Explore the groundbreaking insights of Steve Hanke and Leland Yeager in their latest book, *Capital, Interest, and Waiting: Controversies, Puzzles, and New Additions to Capital Theory*.

Get your copy here: https://link.springer.com/book/10.1007/978-3-031-63398-0

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0:00 - Intro

2:25 - Are Election Reactions a Paradigm Shift?

9:05 - Why Did the Rich Get Richer?

14:45 - Is Resentment Driving Political Outcomes?

20:30 - The Influence of Podcasts on Elections

25:15 - Can the Swamp Be Drained?

30:50 - Will Global Conflicts Shift Under New Leadership?

35:20 - What Happens to the U.S. in the China Standoff?

41:50 - How Should Investors Read Today’s Market?

46:25 - Why Gold and Bonds Are the Safer Bet

50:15 - Is the Dollar's Dominance at Risk?

54:00 - What’s Next in Interest Rates and Monetary Policy?

57:20 - Why Deferred Gratification Drives Prosperity

Copyright © 2024 Cambridge House International Inc. All rights reserved.

In this episode of The Jay Martin Show, Dr. Pascal Lottaz explores rising global tensions surrounding Taiwan, BRICS, and shifting power dynamics. He explains Taiwan's unresolved conflict as a legacy of the Chinese Civil War, drawing parallels to North and South Korea, and describes how foreign influence often fuels local conflicts. Lottaz highlights BRICS as a non-Western alternative shaping global relations but notes its challenges with internal cohesion.

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0:00 Intro

1:15 - Is There a Pattern Behind the World's Hot Spots?

5:12 - How Does the Shift to a Multipolar World Fuel Conflicts?

17:10 - BRICS Membership vs. Partnership: What’s the Real Difference?

26:15 - Will the Taiwan-China Standoff Lead to War?

34:08 - Why Is Taiwan So Important to China and the U.S.?

42:00 - Is Taiwan’s Prosperity Hiding a Looming Conflict?

50:19 - Why Does America Prioritize Taiwan Over Other Global Issues?

1:02:32 - Does Idealism Make the West Bad at Managing Conflicts?

1:09:05 - Are We Already in World War III?

Copyright © 2024 Cambridge House International Inc. All rights reserved.