The Jay Martin Show

In this macro discussion, Jay sits down with Grant Williams and Luke Gromen to unpack the real implications of escalating conflict in the Middle East. The conversation explores the gap between official narratives and on-the-ground realities, the fragility of supply chains, and the risk of cascading financial stress across global markets. They also examine historical parallels like the Suez Crisis and what all of this could mean for the future of the U.S. dollar and global monetary order.

Luke Gromen:

https://x.com/LukeGromen

https://fftt-llc.com/

Grant Williams:

https://x.com/ttmygh

https://www.grant-williams.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 – Intro

03:37 – The Core Thesis: Everything Hinges on Hormuz

05:43 – Military Power vs Reality: Why It Hasn’t Been Reopened

08:01 – Propaganda, Fog of War & Information Breakdown

10:40 – Investor Strategy: Trade It or Stay Out

12:15 – Who Wins & Who Loses in This Conflict

18:55 – Russia, China & the Expanding Conflict

23:30 – Why This Could Escalate

27:02 – Global Fragility: Food, Energy & Population Risk

33:14 – How a Global Economic Collapse Could Cascade

39:24 – Bond Market Signals & Policy Limitations

41:34 – Correlation Breakdown: Why 60/40 Fails Here

43:08 – The Suez Crisis Parallel Explained

47:40 – A Potential “Suez Moment” for the U.S.

51:26 – Shift in Warfare: Missiles, Drones vs Naval Power

57:39 – What Replaces the Dollar?

1:00:30 – Petro-Yuan, Gold Settlement & New Trade Systems

1:09:12 - Is This Gold Bull Run Durable?

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

Silver prices have surged, but the real story may be what happens next in the mining equities. In this conversation, Jay sits down with Shawn Khunkhun to break down the structural forces driving the precious metals market and why he believes 2026 could be the year mining stocks finally catch up to the metal price rally. They discuss tightening physical silver inventories, the shift from paper trading to real demand, and why producers generating record cash flow may soon drive a wave of acquisitions, exploration spending, and industry consolidation. Shawn also outlines Dolly Varden’s transformation from a $20M exploration company into a growing precious metals producer following its merger with Contango Ore, positioning the company to generate cash flow while advancing high-grade projects across Alaska and British Columbia. 

Dolly Varden Silver (TSX-V: DV | OTCQX: DOLLF)
https://dollyvardensilver.com/
Suite 3123 – 595 Burrard Street
PO Box 49139
Three Bentall Centre
Vancouver, BC V7X 1J1
T: 1-604-609-5137
[email protected]

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 — Precious Metals Equities Catch-Up Trade
0:25 — Gold & Silver Rally vs Mining Stocks
2:09 — Tight Physical Silver Supply
4:35 — The Price Where Silver Demand Breaks
8:21 — 2026 Outlook for Mining Equities
10:18 — The Opportunity in Developers
12:05 — A Decade of Underinvestment in Mining
14:37 — Dolly Varden’s Growth Strategy
16:50 — The Contango Merger Explained
19:05 — Production Growth Timeline
22:20 — De-Risking Through Drilling
23:52 — Growth Through Acquisitions
25:38 — A Critical Mistake Mining Companies Make
32:31 — Cash Flow as the Best Source of Capital
33:55 — Merger Vote & NYSE Listing

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

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/

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 – 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

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

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

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 – 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”

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

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

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 – 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.