Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8

Michael Pento returns to the Jay Martin Show to deliver a no-punches-pulled update on the macroeconomic landscape—and where he's putting capital right now. We cover the inflation illusion, why the Fed is cornered, and what could spark the next major market correction. Pento walks us through his current portfolio allocation, including a surprising bet and breaks down why he’s actively avoiding Bitcoin despite its rally.

Pento Portfolio Strategies: https://pentoport.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

00:00 – Intro

07:18 – Why the 1970s Playbook Won’t Work Today

11:00 – What Could Trigger the Next Market Shock?

15:38 – How Pento Interprets Trump’s Tariff Strategy

19:18 – America Doesn’t Have a Revenue Problem

24:43 – Can Elon's Party Actually Break the Two-Party System?

26:10 – Portfolio Breakdown: Where Pento Has His Capital Today

28:12 – Why Platinum Over Silver?

29:52 – Why Pento Rejects Bitcoin

33:48 – How to Hold Gold

35:06 – Why Pento Steers Clear of Silver

38:11 – How Pento Portfolio Strategies Actually Works

Copyright © 2025 Cambridge House International Inc. All rights reserved.