The Jay Martin Show, Released on 7/5/25

In this episode of The Jay Martin Show, Jay sits down with Lyn Alden, founder of Lyn Alden Investment Strategy and author of Broken Money, to break down what’s really driving America’s debt spiral and how trade wars, rare earths, and energy leverage are reshaping global power. The pair also dig into reshoring U.S. manufacturing—and why it’s way harder than politicians make it sound.

00:00 Intro
01:12 The U.S. Deficit Problem, Explained
10:02 Who Wins and Loses in a K-Shaped Economy?
16:08 The Doom Narrative: Why It Sells and What It Misses
19:25 What’s Really Behind America’s Tariff Push?
29:49 Steel, Nickel, and Rare Earths
33:48 Is Re-Industrialization Just Political Nostalgia?
38:23 China’s Rare Earth Monopoly
42:30 Why the U.S. Is Deepening Ties with the Gulf States
46:31 The Strait of Hormuz and U.S. Oil Strategy

Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She worked as an electrical engineer at an aviation facility, and over the course of a decade worked her way up from being an intern to being the lead engineer and running the day-to-day operations and finances of the facility, before retiring early at age 33 with financial independence. Since then, Lyn has been a full-time investor and independent analyst. Her latest book is Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better.

  dollar collapse, lyn alden