The Jay Martin Show
The Jay Martin Show
Jay Martin
The Truth About China That The West Gets Wrong
1 hour 50 minutes Posted May 30, 2026 at 3:00 pm.
Introduction
Peter Alexander’s View From Inside China
Is China Communist, Capitalist, or Something Else?
Xi Jinping’s 2012 Inflection Point
China’s Property Boom, Ghost Cities, and Quality Growth
Demographics, Robotics, and the Future of Chinese Labor
BYD, Tesla, and the “Catfish Effect”
Why Reshoring China’s Supply Chain Is So Difficult
China’s Manufacturing Moats: Energy and Distribution
The Real Purpose of Belt and Road
Dollarization, CIPS, and China’s Gold Strategy
How the Shanghai Gold Exchange Works
The U.S. Dollar, Treasuries, and Empire Risk
Swap Lines, Liquidity, and Treasury Market Pressure
Strait of Hormuz and China’s Energy Position
Japan, Energy Security, and Regional Pressure
Is U.S.-China Conflict Inevitable?
Taiwan, Decoupling, and the Limits of War
Where China’s Growth Is Happening Now
China’s Infrastructure, EVs, and State Capitalism
0:00
1:50:03
Download MP3
Show notes
Jay sits down with Peter Alexander, founder and managing director of Z-Ben Advisors, for a wide-ranging conversation on China’s real position in the global economy. Peter has lived in Shanghai for nearly 30 years, and brings his unique perspective from inside the country on many topics including: China’s political system, manufacturing dominance, Belt and Road strategy and gold. They also discuss why Western narratives on China often miss the deeper story, how China is building long-term leverage, and what this means for investors watching the next phase of U.S.-China competition.
Peter's Links:
https://z-ben.com/
https://substack.com/@plalexander
How Did We Get Here?
Deconstructing the 30-year path of Chinese and American rivalry and its consequential, adverse effects on the International Rules-Based Order
https://z-ben.com/edm/Public/file/Z-Ben%20Advisors%20-%20How%20Did%20We%20Get%20Here%20-%20January%202026.pdf
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
Copyright © 2026 Cambridge House International Inc. All rights reserved.