Jay Martin: A Commodities Supercycle Is Just Beginning

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Is this the start of a major commodities supercycle? Jay Martin joins Maggie Lake to explain why gold’s breakout is just the early phase of a long secular bull market driven by central bank buying, geopolitical uncertainty, and accelerating de-dollarization. He breaks down the new global resource race — from copper shortages to rare earth bottlenecks and governments taking direct stakes in mines — and explains why reshoring and reindustrialization will be far more inflationary than most expect. Jay also lays out his strategy for investors, including why gold producers may offer the best opportunities and why junior mining investors must learn to take profits.

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