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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)

@HuaisiCen 2025-06-07

I’m currently in China, mainly around Zhejiang and Jiangsu, areas with a dense concentration of factories. I don’t see any protests, and frankly, that’s not how workers typically express discontent here. Meanwhile, not that many factories are heavily reliant on U.S. buyers, as most aren’t making money producing goods for Walmart. His “milkshake theory”is all wet. Now he’s just rooting for others to fail.

123 20 replies
@rogerzen8696 2025-06-07

To summarize Brent: Yes, we are bad, but so are you! This dude is still living in the last century. Clueless!

122 15 replies
@thewelshdragon.5979 2025-06-07

Is this guy related to Gordon Chang ? His ignorance of Chinese economy is beyond believe 😂

109 10 replies
@donnmcshaner 2025-06-07

Everything Brent is saying about the US being in the best position could have been said about Great Britain prior to them collapsing in WWII.

94 12 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
@Dave-ht7dx 2025-06-07

Completely ignorant of non-dollar transactions already happening and likely to expand without USA. So ethnocentric & dollarcentric, myopic.

61 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
@24356-d 2025-06-08

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

4 1 replies
@PeaceandLove-v3o 2025-06-08

China just announced a 32% increase in exports. They are doing better without US.

3
@4000angels 2025-06-10

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

1

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