The Jay Martin Show
The Jay Martin Show
Jay Martin
2008 vs 2026: The Same Dominoes Are Falling
25 minutes Posted Aug 26, 2026 at 11:00 pm.
The Largest Funding Round in History
Everybody Remembers 2008. Nobody Remembers 2006
The Loan That Was Never Meant to Be Repaid
8% Instead of 15%
The Machine, Rebuilt
Take or Pay
Borrowing Against a Promise
Thirty Years of Dismissed Dominoes
Kimi K3
The Catfish Effect, Run Backwards
The Third Borrower
The Stack
What I'm Not Saying
The 2006 Question
What You Can Actually Do
The Only Number That Ever Mattered
0:00
25:44
Download MP3
Show notes
The machine that broke the economy in 2008 has been rebuilt — and this time it's made of AI. Jay breaks down the $2 trillion in promised future payments that Microsoft, Oracle, Google and Amazon are counting as guaranteed revenue, why those promises come from companies that lose billions every year, and how the same structure powered the housing bubble — which actually died in 2006, while prices were still at record highs. He explains why a nearly free Chinese AI model is now attacking the growth that holds the whole thing up, why Washington's proposed ban could make it worse, and the one number that signals when the machine starts to break.
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://join.thecommodityuniversity.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
Citations: https://rentry.co/jms-same-dominoes-sources
Copyright © 2026 Cambridge House International Inc. All rights reserved.