Show notes
Jay gives a breakdown of a conflict most people are only half watching. On the surface, it’s a military confrontation in the Middle East. But underneath, a second war is unfolding in bond markets and currency flows and that may carry far greater consequences. As energy supply chains fracture and the Strait of Hormuz closes, the ripple effects move fast: through oil, into global pricing, and straight into sovereign debt markets. The result is a feedback loop that puts the U.S. in a position with no clean exit.Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8Sign up for my free weekly newsletter at https://2ly.link/211gxBe part of our online investment community:https://cambridgehouse.comhttps://twitter.com/JayMartinBChttps://www.instagram.com/jaymartinbchttps://www.facebook.com/TheJayMartinShowhttps://www.linkedin.com/company/cambridge-house-internationalCopyright © 2025 Cambridge House International Inc. All rights reserved.



