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businessAug 21, 202622:11pending

This won't end well - for anybody.

About this episode

In the next 90 days, the price of your iPhone is going up. So is your car. So is the wiring in your walls. Not because of inflation. Not because of tariffs. Because a war 7,000 miles away is breaking the system that builds everything. This isn’t an oil story. It’s a supply chain story. Sulfur stops moving. Chemicals get rationed. Copper and cobalt production slows. And suddenly, the cost of building the modern world starts rising. Most people think the U.S. is protected because it has energy. That’s the wrong model. A modern economy doesn’t run on oil alone. It runs on thousands of inputs—most of which it doesn’t produce anymore. Break one link, and the whole system tightens. That’s what you’re watching happen now. ⸻ Sources & Attributions Social Media (Editorial / Commentary Use) https://www.linkedin.com/in/merlenye https://x.com/joshuafarahzad https://x.com/MerleNye News / Context United Nations News (Strait of Hormuz disruption reporting) Public Domain Footage U.S. Department of Defense via DVIDS https://www.dvidshub.net/video/997733/us-forces-launch-operation-epic-fury https://www.dvidshub.net/video/998719/operation-epic-fury-we-control-skies Stock Media Adobe Stock Alamy Music Artlist (Licensed) https://artlist.io ⸻ Disclaimer The appearance of U.S. Department of Defense visual information does not imply or constitute DoD endorsement. ⸻ Chapters 0:00 Prices are about to move 1:11 Why Hormuz actually matters 3:34 The system most people don’t see 5:09 Chemicals to metals to everything 7:03 The cascade 8:07 The energy myth 13:51 A different industrial model 17:02 Proto Town 19:22 Hard assets vs markets 20:34 The shift to scarcity 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 © 2025 Cambridge House International Inc. All rights reserved.

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This won't end well - for anybody.

The Jay Martin Show

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