Two Wars: One You Can See. One You Can't.
Today, Jay gives a breakdown of a conflict most people are only half watching. On the surface, it’s a military confrontation in the Middle East. But underneath, a second war is unfolding in bond markets and currency flows and that may carry far greater consequences. As energy supply chains fracture and the Strait of Hormuz closes, the ripple effects move fast: through oil, into global pricing, and straight into sovereign debt markets. The result is a feedback loop that puts the U.S. in a position with no clean exit.Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8
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00:00 – The Two Wars: Military vs Financial
02:13 – The Hidden War in Bond Markets
05:50 – How U.S. Debt Actually Works
07:15 – Why Countries Are Selling Treasuries
09:58 – Rising Yields & System Pressure
11:23 – The Debt Spiral
13:46 – Energy Shock → Global Recession Risk
15:55 – The Petro-Yuan Threat
17:04 – What Would Actually Stabilize This
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