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Jay Martin: The Changing World Order, Gold & Why ‘Globalization Is Over’
Stijn Schmitz welcomes Jay Martin to the show. Jay Martin is Host of The Jay Martin Show & Vancouver Resource Investment Conference. In this wide-ranging discussion, Martin provides deep insights into the current global economic landscape, focusing particularly on gold, commodities, and geopolitical shifts. Martin argues that the current gold market represents more than just another investment trend. Central banks are purchasing gold primarily due to two key factors: diminishing confidence in the US dollar's value and increasing unpredictability of US geopolitical policy. Unlike previous asset rallies, gold represents a fundamental monetary asset that signals broader economic transformations. The conversation explores the emerging competition between the United States and China, which Martin views through two primary filters: supply and demand dynamics, and economic competitiveness. He suggests we are exiting the 40-year era of globalization, entering a more uncertain geopolitical landscape where countries are carefully navigating alliances and economic interests. Martin highlights significant developments like China's strategic investments in critical minerals, the potential de-dollarization through mechanisms like the BRICS settlement currency, and the United States' efforts to re-shore manufacturing and regain control of critical supply chains. He estimates the cost of reshoring could be tens of trillions of dollars, potentially creating unprecedented inflationary pressures. Regarding global commodities, Martin sees a supercycle driven by massive underinvestment over the past 15 years. He uses copper as a prime example, noting consistent decade-over-decade demand growth despite technological disruptions and economic recessions. The discussion also touches on the complex dynamics of the BRICS alliance, which Martin views as a temporarily unified group primarily motivated by reducing dependence on the US dollar. He predicts this alliance will eventually fracture as its members' fundamental differences emerge. Martin concludes by discussing his upcoming Vancouver Resource Investment Conference and Commodity University, platforms designed to educate investors about the nuanced world of resource investing.
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Doomberg: Gold Revaluation, Why The EU ‘Must Dismantle’ & Energy Wars
Stijn Schmitz welcomes Doomberg to the show. Doomberg is Head Writer For The Doomberg Team and Creator of the Doomberg Substack. In this wide-ranging interview, Doomberg offers unique perspectives on global geopolitics, energy markets, and financial trends. Regarding gold, Doomberg views it as a savings vehicle and neutral reserve asset, arguing that its recent price appreciation reflects the declining neutrality of Western financial instruments. The team believes gold is reasserting itself as a critical settlement mechanism in international trade, especially as countries become wary of US dollar-based systems. On energy markets, Doomberg challenges conventional peak oil narratives, asserting that hydrocarbons are plentiful and technological advances continue to make extraction more efficient. They predict a long-term equilibrium oil price around $55 per barrel, driven by natural gas arbitrage opportunities. The United States, in their view, has enormous energy potential that could drive significant economic growth if political challenges are addressed. Geopolitically, Doomberg anticipates significant structural changes, particularly in the European Union. They argue the EU will likely dismantle due to fundamental energy challenges, especially Germany's dismantling of its nuclear power sector and loss of cheap Russian gas. The team sees the ongoing conflict in Ukraine as a potential catalyst for this potential EU breakdown. The interview also touched on potential conflicts in Venezuela and the Middle East, with Doomberg offering nuanced perspectives on resource-driven geopolitical strategies. They consistently emphasize that energy and resources underpin most global political and economic dynamics. Throughout the discussion, Doomberg highlights the importance of looking beyond mainstream narratives and propaganda, advocating for a more analytical approach to understanding global trends. They stress the need to examine data critically and develop robust mental models for interpreting complex geopolitical and economic phenomena.
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Don Durrett: How To Pick 10-Baggers, Why $6000 Gold is “Fairly Easy” & $150 Silver
Stijn Schmitz welcomes Don Durrett to the show. Don Durrett is Author, Investor, and Founder of Goldstockdata.com. The podcast explores the current state of precious metals markets, with a particular focus on gold and silver's potential future trajectory. Durrett's primary thesis centers on the impending failure of the U.S. bond market, which he believes is the fundamental driver behind gold's current and future price movements. He argues that the massive U.S. government debt, currently at $38 trillion and growing by $2 trillion annually, has created an unsustainable economic situation. This instability is causing investors to lose confidence in U.S. Treasury bonds, with countries like China already reducing their holdings. Regarding gold price targets, Durrett is remarkably bullish, projecting prices between $6,000 and $8,000 per ounce. He bases this projection on historical bull market patterns, particularly comparing current trends to gold's performance in the 1970s and early 2000s. He anticipates that gold will experience significant appreciation, especially when the stock market encounters serious challenges. Silver presents a more volatile prospect, which Durrett describes metaphorically as "little sister" following "big brother" gold. He expects potential shortages and significant price fluctuations, with targets ranging from $100 to $150 per ounce. His investment strategy involves extreme diversification, currently holding 161 stocks with minimal allocation to each to manage emotional risk. Durrett emphasizes that his approach is speculation, not traditional investing. He recommends looking for companies with multiple growth potential - through project development, discoveries, and acquisitions. His website, Goldstockdata.com, provides data and analysis for investors interested in precious metal mining stocks. Critically, Durrett warns that this is a high-risk strategy requiring significant emotional discipline. Investors should be prepared for substantial portfolio volatility, potentially experiencing corrections of 30% or more while maintaining a long-term perspective focused on the anticipated economic reset.
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54:28
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54:28
Josef Schachter: From Boom to Bust, ‘Much Higher’ Oil Prices in 2026 & The Uranium Bull Case
Stijn Schmitz welcomes Josef Schachter to the show. Josef Schachter is Founder, Schachter Asset Management Inc. The discussion centers on the current and future state of the global energy market, with a particular focus on oil and natural gas dynamics. Schachter provides a nuanced view of the oil market, noting both near-term challenges and long-term bullish potential. In the short term, he anticipates oil prices potentially dropping to the $56-$58 range due to significant global inventories. However, he sees a compelling long-term narrative driven by fundamental supply constraints and declining global reserves, which require approximately 5-6 million barrels of new production annually just to maintain current levels. The conversation highlights critical challenges in the energy sector, including underinvestment and lengthy development timelines. Schachter emphasizes that new production requires extensive infrastructure, environmental approvals, and significant capital expenditure. He believes this complexity will contribute to a potential energy supercycle, potentially seeing oil prices exceed the 2008 peak of $147 per barrel. Canada emerges as a key focus, with Schachter noting the country's substantial energy resources and potential for growth. He suggests that Canadian energy companies offer attractive investment opportunities, particularly those with strong balance sheets, exploration potential, and dividend yields ranging from 5-10%. Geopolitical factors and technological innovations play a significant role in Schachter's analysis. He discusses how new extraction technologies, such as fracking and advanced offshore drilling, continue to unlock previously inaccessible energy resources. Additionally, he sees potential risks in global trade tensions and potential economic slowdowns that could impact energy demand. Looking forward, Schachter is optimistic about the energy sector's potential, anticipating global oil demand increasing to 110-112 million barrels per day by 2030. He recommends investors consider diversified exposure across oil, natural gas, and service industries, with investment strategies tailored to individual risk profiles and income needs.
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52:44
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Doug Casey: How To Profit from a Monetary Reset | Gold, Silver, Miners and Oil & Gas
Stijn Schmitz welcomes Doug Casey to the show. Doug Casey is Bestselling Author, Speculator, Founder of Casey Research, & Voluntarist Philosopher. In this wide-ranging discussion, Casey provides a comprehensive perspective on the global economic landscape, focusing on precious metals, commodities, and potential monetary shifts. Casey argues that the world is entering the "greatest monetary crisis in world history," with gold and Bitcoin positioned as potential alternative monetary assets. He believes the current financial system is fundamentally broken, with governments printing money and eroding currency value. While bullish on gold, he suggests it's no longer underpriced as it historically was, but remains a critical savings vehicle, especially when stored offshore. Regarding investment strategies, Casey recommends focusing on gold and silver mining stocks, particularly smaller companies with entrepreneurial management. He emphasizes evaluating mining investments through his "nine peas" approach, with people and management quality being the most critical factor. He sees significant potential in junior mining companies, noting they remain dramatically undervalued. Casey is equally enthusiastic about broader commodity opportunities, especially in energy sectors like coal, oil, natural gas, and uranium. He views these commodities as critically undervalued and essential for global economic development. He's particularly optimistic about emerging markets in the Orient, suggesting they represent better economic potential than Western economies. On silver, Casey sees it as a "poor man's gold" with significant upside potential, particularly given its industrial applications and relatively small market capitalization. He believes silver could potentially reach $200-$250 per ounce in real terms. Throughout the discussion, Casey maintains a provocative, libertarian perspective, critiquing government institutions and advocating for decentralized monetary systems. He remains fundamentally optimistic about human potential, believing that technological innovation and entrepreneurial spirit will ultimately drive economic progress. Casey concludes by directing listeners to his various platforms, including internationalman.com, his Crisis Investing newsletter, and his podcast with Matt Smith, encouraging further exploration of his economic perspectives.
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