About
Economist Steve Hanke returns to The Jay Martin Show to break down the most notable financial headlines of 2025. From Japan’s shocking rate hikes to Trump’s interventionist second term and America’s new industrial policy. They cut through the noise to explain which policy shifts actually matter for investors heading into 2026.
Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26.
Tickets: https://VRICMedia.com
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00:00 – Why Japan Is Raising Rates While the World Cuts
03:30 – The Yen Carry Trade and Risks to U.S. Markets
08:10 – Are Demographics Really Japan’s Core Problem?
10:40 – 2025’s Biggest Political Shifts: Trump, Trudeau, Carney
15:25 – Tariffs, Liberation Day, and Market Reactions
18:25 – Do Trade Deficits Actually Matter?
23:35 – Dollar Confidence, Gold, and De-Dollarization Claims
27:25 – Who’s Really Buying U.S. Treasuries?
31:20 – Money Supply, Inflation, and the Fed’s Policy Pivot
35:10 – Industrial Policy, National Security, and Government Equity Stakes
Copyright © 2025 Cambridge House International Inc. All rights reserved.
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 Japan Is Raising Rates While the World Cuts
03:30 – The Yen Carry Trade and Risks to U.S. Markets
08:10 – Are Demographics Really Japan’s Core Problem?
10:40 – 2025’s Biggest Political Shifts: Trump, Trudeau, Carney
15:25 – Tariffs, Liberation Day, and Market Reactions
18:25 – Do Trade Deficits Actually Matter?
23:35 – Dollar Confidence, Gold, and De-Dollarization Claims
27:25 – Who’s Really Buying U.S. Treasuries?
31:20 – Money Supply, Inflation, and the Fed’s Policy Pivot
35:10 – Industrial Policy, National Security, and Government Equity Stakes
Copyright © 2025 Cambridge House International Inc. All rights reserved.