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Everyone’s Watching the US Economy - But What’s Happening in China Is Terrifying

2025-06-07 News & Politics
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The Jay Martin Show
The Jay Martin Show
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Description

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://2ly.link/26yH8 Brent Johnson of Santiago Capital joins Jay to break down what most people are missing about America's global position. While headlines warn of U.S. decline, Johnson argues the real story is a relative game and the rest of the world may be worse off. From trade wars and political cycles to China's debt bomb and the future of rare earths, this conversation dives into the fractures beneath the surface of globalization. If you're looking to understand where the world is headed and who might get knocked off the road first then don’t miss this one. Follow Brent on X: https://x.com/SantiagoAuFund https://santiagocapital.com/ 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 06:18 – Can the U.S. Realistically Restore Industry? 15:43 – Is China Better Prepared Than in 2008? 23:36 – The Role of Narrative: Who's Really Collapsing? 31:41 – Can U.S. Adversaries Retaliate at the Same Level? 37:07 – Who Owns China's Debt and Why It Matters 44:17 – Defaults and Fort Knox 51:12 – Roman Parallels and the Rise of an American Empire 56:17 – Where Capital Will Flow Next: Defensive vs. Offensive Allocation Copyright © 2025 Cambridge House International Inc. All rights reserved.

Top Comments (10)

@SagedUp1 2025-06-10

Instability is resulting from the economy's struggles with uncertainty, worldwide swings, and the tariffs' aftereffects. All sectors must move immediately to restore stability and spur growth in the face of rising inflation, sluggish growth, and trade disruptions.

125 5 replies
@MohdRashidMohdYusof 2025-06-07

To understand the economy of the South, please invite Ben Norton. Coping and stupidity will not solve anything.

74 10 replies
@user-pl7ed6ci6l 2025-06-07

I understand that propaganda has a purpose, but when you start to make policy decisions based on your own propaganda, constantly underestimating your adversaries, that is dangerous.

44 4 replies
@russellsnead3977 2025-06-07

Chinese is not playing the same game as we are. We measure their gdp the same but when you pull back their economy is in much better shape than ours. They can simple move up on the inputs ladder and they can also just tariff services, which is the card they’re holding and Europe is holding. They do that and the mag 7 crashes and with it the stock market.

25 2 replies
@jws5871 2025-06-07

Pretty sure he doesn't have a deep understanding of what the BRI actually is. He even called it the Bridge and Road initiative.. 😂😂

5
@24356-d 2025-06-08

Brent, one of the best! Great interview as always!

4 1 replies
@llee8325 2025-06-08

Great discussion. Worth a second listen.

1
@JohnLin-kg5eu 2025-06-08

Great discussion! Thanks for sharing

1
@4000angels 2025-06-10

Brent Johnson is one of my favorite guests. Thank you.

1
@kimlee-bz2rr 2025-06-11

Attacking friends and submitting to enemies

0

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