Jay Martin, host of The Jay Martin Show, joins us to discuss how disruptions to oil supplies are putting pressure on inflation, interest rates, and America’s ability to finance its debt.
Jay lays out his argument that the Federal Reserve will ultimately protect the bond market through money creation, leaving the dollar’s purchasing power to absorb the cost. He explains why that outlook strengthens his long-term case for gold, despite short-term volatility, and why he sees central-bank gold buying as preparation for a deeper monetary shift.
We also explore Jay’s interpretation of America’s strategy to expand its influence over global energy supplies, Iran’s ability to pressure financial markets through oil chokepoints, and whether Canada’s infrastructure push will reduce its dependence on American buyers. Jay also previews his upcoming mining conferences and his next investigation into debt in the AI sector.
