
businessJun 14, 20251:28:42pending
Gold ALWAYS Rises as Empires Collapse - Is America Next?
About this episode
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://2ly.link/26yH8
Dr. Thomas Kaplan, legendary investor and chairman of NovaGold, joins Jay Martin for a wide-ranging conversation on the future of global power, the collapse of empires, and the rising threat of resource nationalism. Kaplan draws from decades of experience in energy and metals to break down why gold is becoming a strategic asset again, how the U.S. is undermining its own dominance, and why his billion-dollar bet on Alaska’s Donlin project could be the gold trade of the decade.
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
0:00 – Intro
1:45 – What’s catching Dr. Kaplan's attention geopolitically
5:06 – What values and alliances underpin U.S. global power today?
14:17 – Can we map the decline of U.S. power across its military, alliances, and currency strength?
16:03 – Has the U.S. military lost its manufacturing edge since WWII?
21:13 – How has the U.S.'s foreign policy behavior affected its alliances?
24:22 – What’s the intent behind the U.S. trade strategy?
26:22 – Are today’s political environments suppressing honest critique?
27:00 – Has China’s Belt and Road Initiative become a rival to U.S. weapons diplomacy?
31:20 – What is the role of raw materials in today’s geopolitics?
32:49 – How do you view resource nationalism today compared to a decade ago?
44:16 – Why is Donlin such a strategic gold asset, and how was the deal done?
1:12:09 – What’s next for Donlin, and what can investors expect going forward?
1:19:40 - How Dr. Kaplan found success in the mining industry
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Get every episode summarized
Each time The Jay Martin Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Jay Martin Show

America Says Hormuz Won’t Matter in 2 Years. Here’s the Problem.
The Jay Martin Show
Aug 31, 202622:35pending

The TRUTH About Why America Bailed Out Japan
The Jay Martin Show
Aug 27, 202624:22pending

2008 vs 2026: The Same Dominoes Are Falling
The Jay Martin Show
Aug 26, 202625:44pending

America's Closest Allies Are Building a Future Without It
The Jay Martin Show
Aug 26, 202625:19pending