Explorez tous les épisodes du podcast Kerry Lutz's--Financial Survival Network

In this episode of the Financial Survival Network, host Kerry Lutz sits down with David Erfle of Junior Miner Junkie to break down the latest market volatility in gold and silver following rate hikes by the ECB and hotter-than-expected PPI numbers. Erfle explains that while short-term algorithm selling is driving pressure on precious metals, the underlying secular bull market remains strong. Major gold miners are generating massive profit margins, cleaning up their balance sheets, and outperforming the metals themselves. The discussion touches on the broader macro landscape, including mounting U.S. national debt, persistent inflation, and potential catalysts like upcoming M&A activity surrounding major industry events like the Beaver Creek Precious Metals Summit and the Denver Gold Forum.

The pair also dive into practical investment strategies and the psychological pitfalls investors face in volatile commodity cycles. Erfle stresses the importance of disciplined profit-taking during parabolic spikes and scaling into quality positions during short-term pullbacks, warning against chasing speculative "junk" stocks that still litter the junior sector. Lutz introduces his new tool, Dollar Time Machine, to illustrate the dramatic loss of U.S. dollar purchasing power over time, contrasting historical asset performance against rising national debt to GDP.

Find David here: JuniorMinerJunkie.com 

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

Host Kerry Lutz welcomes back guest Bill Walton on the Financial Survival Network for a wide-ranging discussion on current geopolitical tensions, economic narratives, and personal financial strategies. The conversation opens with an analysis of media coverage surrounding military conflicts involving Iran and the U.S., highlighting how AI tools and mainstream media reports can offer starkly contrasting perspectives. Walton and Lutz dissect the resilience of global markets and energy infrastructure, discussing how adaptability prevents long-term choke points despite fluctuating gas prices and ongoing economic uncertainty.

Shifting focus to the domestic economy, the two explore the realities behind GDP metrics, labor participation rates, and the growing demand for skilled blue-collar trades over traditional, debt-heavy college degrees. Walton emphasizes the importance of personal financial responsibility—spending less than one earns, building savings cushions, and avoiding debt—as the primary drivers of individual financial health. 

Find Bill here: https://thebillwaltonshow.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

Kerry Lutz welcomed back veteran trader and market strategist Greg Mannarino for a candid deep dive into the growing disconnect between Wall Street valuations and real-world economic conditions. Throughout the conversation, Greg breaks down the structural flaws of modern monetary policy, explaining how artificially suppressed interest rates and continuous debt expansion conceal a shrinking real economy. We examine the erosion of purchasing power caused by decades of fiat devaluation—demonstrating why cash holders remain at a severe disadvantage to asset owners—and explore how central bank interventions, stealth QE, and corporate bailouts consistently transfer wealth upward while squeezing the middle class. Looking ahead, we pivot to the debt market as the primary engine to watch, warning how a sudden liquidity contraction could trigger a system-wide credit freeze and reset. To navigate these looming risks, Greg makes a strategic case for securing hard assets like gold, silver, commodities, and select cryptocurrencies as vital hedges against currency degradation. Beyond financial positioning, the discussion wraps up with essential, real-world advice on building localized, self-sustaining communities, storing physical reserves like food and fuel, and taking decisive control of your personal wealth.

Find Greg here: https://traderschoice.net

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

In this episode of the Financial Survival Network, host Kerry Lutz is joined by Matthew Tuttle of Tuttle Capital Management to break down the latest troubling economic indicators. Opening with a personal story about soaring everyday prices, Lutz sets the stage for a discussion on stubborn inflation, highlighted by recent PCE numbers rising at 3.7% against the Fed’s 2% target. With GDP slowing to 1.5%, Tuttle outlines the sticky position this creates for the Federal Reserve and incoming Chair Kevin Warsh as they head into Jackson Hole and upcoming FOMC meetings. The duo explores the political pressure on the Fed to cut rates, the treasury market interventions by the Treasury Department, and why the long-dormant "bond vigilantes" may force interest rates higher regardless of central bank policy.

Turning toward actionable investment strategies, Tuttle argues that traditional 60/40 portfolios and long-duration bonds are currently uninvestable in an inflationary environment. Instead, he shares Tuttle Capital’s unique approach to modern portfolio construction: balancing high-upside AI "bottleneck" stocks with "Halo" (heavy asset, low obsolescence) value companies and century-old "Lindy" stocks. He highlights tactile assets like gold and silver—noting key technical signals for silver at $70 and $75—alongside cryptocurrency and property and casualty (P&C) insurance stocks, which he utilizes as higher-upside, zero-benchmark bond substitutes.

Find Matthew here: https://www.tuttlecap.com/

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

Kerry Lutz sits down with market cycle analyst Charles Nenner to examine the financial and geopolitical cycles that could reshape markets in the year ahead. Nenner forecasts a major move in gold, targeting $6,500 into next year, while warning of an impending stock market crash reminiscent of the late 1920s. A 50% decline in homebuilder stocks could be an early warning sign for the housing market, while oil could rebound toward $101 and higher and enthusiasm for Bitcoin may be coming to an end.

With the traditional buy-and-hold strategy facing serious challenges, investors may need to focus more heavily on hedging and protecting their portfolios. The discussion also explores the growing appeal of storing physical gold safely in Switzerland as investors look for ways to preserve wealth amid increasing market uncertainty.

The risks extend well beyond the markets. Nenner sees global conflict and "war cycles" escalating toward a major peak between 2030 and 2032. He views the Russia-Ukraine and Middle East conflicts as prolonged stalemates, while mounting Western military costs contribute to rising U.S. national debt and bond yields, making Federal Reserve rate cuts more difficult. Add in domestic security concerns and accelerating commodity inflation, and the road ahead looks increasingly volatile.

Find Charles here: https://CharlesNenner.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

In this episode of the Financial Survival Network, host Kerry Lutz sits down with legendary resource investor Rick Rule to discuss wealth, purpose, and living a fulfilled life beyond the markets. Reflecting on his career, Rick explains why he hasn't felt like he has "worked" since his 30s—shifting his focus from chasing profit to creating genuine value for others. He shares how surviving an early-career financial bust taught him that market cycles are inevitable and that embracing failure is essential for long-term speculative success. He also details his plan to leave 99% of his estate to philanthropy.

The conversation also explores human capital, personal drive, and navigating modern shifts like artificial intelligence. Kerry shares his experience finding renewed purpose by challenging municipal system flaws, while Rick highlights his ongoing work with Battle Bank to offer better solutions for precious metal investors. Together, they offer practical insights on saying "no" to non-essential tasks, building strong communities, and staying adaptable in a rapidly changing world.

Find Rick here: https://www.ruleinvestmentmedia.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

In this episode of the Financial Survival Network, host Kerry Lutz sits down with wealth advisor Ted Thatcher to analyze the latest macroeconomic data and its direct impact on monetary policy. With recent inflation prints showing a year-over-year CPI of 3.4% and core inflation rising slightly due to spikes in healthcare and transportation costs, the duo unpacks why the Federal Reserve is likely off the path of future rate hikes. Despite minor softening in labor market participation and public sector job shifts, Thatcher argues that strong Q2 corporate earnings and high profit margins paint an overall bullish picture for equity investors while keeping central bank expectations firmly grounded.

Beyond standard market metrics, the conversation dives into unique economic indicators, geopolitical dynamics, and regional market shifts. Host Kerry Lutz introduces his tongue-in-cheek "Palm Beach Trophy Wife Index" as a gauge for high-net-worth consumer sentiment, contrasting main street trends with luxury spending and labor supply. The discussion also touches on global energy markets, US crude production economics, and undertracked geopolitical catalysts like energy infrastructure bypasses in the Middle East and the economic implications of ongoing developments in Cuba for Florida and the broader Southeast logistics corridor.

Find Ted here: https://www.brightlakewealth.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

In this episode of Financial Survival Network, host Kerry Lutz is joined by financial analyst John Rubino to discuss the unfolding global monetary crisis and its cascading economic effects. The pair dive into Japan's mounting government debt and the recent U.S. intervention in the yen, examining how international currency manipulation threatens American interest rates. They also unpack the growing political issue of domestic "affordability," explaining why current government spending and currency devaluation make the cost of living unsustainable for younger generations while traditional economic "fixes" remain out of reach.

The conversation shifts to foreign policy, modern warfare dynamics, and strategic wealth preservation in an inflationary environment. Rubino highlights how low-cost drone technology is disrupting traditional defense models in current global conflicts and weighs in on how these geopolitical pressures could impact upcoming U.S. elections. Finally, they explore actionable steps for investors—emphasizing the importance of minimizing debt, building self-sufficiency, and seizing overlooked opportunities in gold, silver, and copper mining stocks as a shield against global fiat currency decline.

Find John here: https://Rubino.substack.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

In this episode of the Financial Survival Network, host Kerry Lutz is joined by Craig Hemke of TFMetalsReport.com to dive into recent counterintuitive shifts across the precious metals and commodities markets. Together, they analyze gold's resilience following massive multi-year gains, silver's baseline stabilization, and copper's surge to record highs driven by data centers and global electrification. The discussion breaks down major macroeconomic triggers, including Federal Reserve policy under Warsh, shifting interest rate dynamics, and coordinated market interventions such as joint Treasury-BOJ support for the Japanese yen and strategic oil reserve sales.

Beyond technical market analysis, Kerry and Craig examine the broader geopolitical landscape, evaluating the long-term economic fallout of the conflict with Iran and the growing shift from free markets to state-level interventions. Kerry also shares updates on his legal battle against municipal parking scams, previews his latest books (America's Great Parking Scam and The All-New Speeder's Guide to Avoiding Tickets), and discusses the importance of independent financial media in connecting the dots during uncertain economic times.

Find Craig here: https://TFMetalsReport.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

Here’s a recent podcast about my book HOA Emperor. I covers the important points and more importantly discusses the opportunities for corruption in every HOA community around the country. To get the book or find out more go to www.HOAEmperor.com.

I am experimenting with some lighter content during summer weekends. If you like this please restack it and like it.

To purchase the book or to get more info go over to the site HOAEmperor.com

In this episode of the Financial Survival Network, host Kerry Lutz sits down with Matthew Tuttle of Tuttle Capital Management to break down today’s murky macroeconomic landscape. Together, they tackle the growing disconnect between the bond and stock markets, dissecting why long-term bond yields are spiking despite the Fed holding interest rates steady. Matthew explains the return of the "bond vigilantes," the inflation risks driven by rising oil prices and AI demands, and why traditional bonds remain virtually uninvestable. They also analyze the sudden pullbacks in hyped AI bottleneck stocks, using recent high-leverage hedge fund blowups as a cautionary tale for over-leveraged investors.

To navigate this volatility, Matthew outlines a smart portfolio strategy centered around a "barbell" approach—balancing select tech exposure with "HALO" (Heavy Asset, Low Obsolescence) value stocks and time-tested "Lindy" companies. The conversation also explores the mechanics behind ETF creation, the pitfalls of portfolio overlap, and why hedging is critical in today's market rather than relying on bonds. Looking ahead to the rest of the year, Matthew shares his overall market thesis, the critical 10-year Treasury yield threshold every investor needs to watch, and where to find Tuttle Capital’s daily insights.

Find Matthew here: https://www.tuttlecap.com/

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

Almost two decades after accurately forecasting the 2008 financial crisis in his pivotal paper Time of the Vulture, Daryl Schoon returns to the Financial Survival Network. In this episode, we explore why the 2008 crash was merely a prologue and how the Federal Reserve’s unprecedented 2009 interventions simply kicked a massive, compounding can down the road. We break down the absolute limits of debt-based monetary systems, analyze long-term market cycles, and discuss what history tells us about the inevitable transition toward hard assets and decentralized alternatives as the fiat debt bubble reaches its absolute limit.

Key Takeaways

* The 2008 Illusion: How the Federal Reserve’s post-2008 quantitative easing acted as an artificial extension for a failing system, drastically inflating the current economic bubble.

* Credit vs. Debt: The fundamental flaw in our financial plumbing—why issued credit remains static while accrued debt compounds exponentially until it collapses the system.

* The 300-Year Cycle: A look back at the origins of debt-based money (starting with England in the late 17th century) and why this three-century experiment is reaching its mathematical conclusion.

* The Sovereign Debt Trap: Why central bankers and fiat systems require constant indebtedness to generate wealth, and how massive defaults historically wipe the slate clean.

* What Comes Next: Why the eventual collapse of fiat will force a return to fundamental value, echoing historical shifts toward precious metals and setting the stage for new, non-fiat monetary systems.

Step Up Your Game

Want to stay ahead of the curve and protect your wealth from the coming monetary transition? Join the Insider’s Advantage. Subscribers get exclusive access to my deepest market cycle analysis, premium financial commentary, and actionable strategies you won’t find anywhere else. Secure your wealth and your future by upgrading to the Insider’s Advantage today.

In this episode of the Financial Survival Network, Kerry Lutz welcomes back trend forecaster Gerald Celente to examine a world facing escalating conflicts, economic risks, and an uncertain future.

Celente warns that growing tensions in the Middle East and Ukraine are pushing global instability to dangerous levels. He explains how decades of geopolitical decisions, advancing military technology, and rising international friction could create consequences the world is not prepared for.

The conversation turns to the economy, where Celente identifies warning signs of a potential market correction driven by an overvalued “dot-com 2.0” tech sector, inflation, and China’s rapid advances in artificial intelligence. He explains why recent gold and silver pullbacks are temporary and why precious metals remain important protection against a weakening dollar and rising global debt.

Kerry and Gerald also discuss generational frustration, rising living costs, and the importance of resilience and critical thinking in an era of increasing uncertainty.

Find Gerald here: https://trendsjournal.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Find His Books here: amazon bookstore 

In this episode of the Financial Survival Network, Kerry Lutz sits down with Jon Ostenson of FranBridge Consulting to explore why franchise ownership is becoming an increasingly attractive path to building long-term wealth.

Instead of starting from scratch, entrepreneurs can leverage proven systems, established brands, and support networks to accelerate growth. Jon shares real-world success stories, including how one moving service location scaled into a $45 million revenue business, and explains why "non-sexy" industries like home services, senior care, and specialized B2B markets are creating powerful opportunities.

The conversation explores the emerging strategy of "franchise stacking" — building multiple businesses to create diversified cash flow — along with how smart operators are using AI, technology, and innovative business models to gain an edge.

Whether you're an aspiring entrepreneur or an investor looking beyond traditional assets, this episode reveals a different way to think about business ownership, opportunity, and long-term wealth creation.

Find Jon here: https://franbridgeconsulting.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here:  Amazon Bookstore  

In this episode of the Financial Survival Network, host Kerry Lutz is joined by macroeconomic analyst Michael Pento to break down the current state of the global economy, volatile markets, and the counterintuitive behavior of gold and silver. Pento explains how geopolitical conflicts in the Middle East drive up energy prices, pushing real interest rates higher and temporarily suppressing precious metals. They also examine the alarming trajectory of the U.S. national debt—surpassing $40 trillion with weekly interest payments exceeding $24 billion—and why entrenched inflation, massive asset bubbles, and aggressive money printing make a severe future downturn or economic depression nearly inevitable.

Transitioning to a lighter note in the second half of the show, Lutz shares practical insights and humorous anecdotes from his bestselling book, The Speeder’s Guide to Avoiding Tickets. Drawing on decades of personal driving stories, essential glove-box protocols for traffic stops, and his background as an attorney, he discusses how to handle encounters with law enforcement and even challenge faulty traffic sign regulations in court.

Find Michael here: https://pentoport.com

Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe   

All Kerry's books are available here: Amazon Bookstore

In this episode of the Financial Survival Network, Kerry Lutz and Bill Walton examine the major political, economic, and geopolitical forces shaping America and the global investment landscape.

They discuss rising tensions with Iran and the complexities of military outcomes in the region, the uncertain future of Cuba after decades of economic stagnation, and broader efforts across Latin America to counter Chinese influence. The conversation also highlights how domestic economic concerns continue to outweigh foreign policy for most voters.

A major focus of the discussion is the accelerating wave of capital flowing into the United States. From airports and highways to rail and infrastructure development, they explore why investors are increasingly viewing America as the most attractive destination for long-term capital compared to Europe and China.

The episode also covers urban challenges and revitalization efforts in major U.S. cities, including issues around governance, homelessness, and infrastructure renewal in places like Los Angeles and Washington, D.C. Finally, they address concerns over federal spending inefficiencies and the potential scale of waste reduction if accountability measures were meaningfully enforced.

A wide-ranging conversation on geopolitics, investment flows, infrastructure growth, and America’s economic trajectory as it approaches its 250th anniversary.

Find Bill here: https://thebillwaltonshow.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

We sat down with legendary economist and cycle theorist Martin Armstrong for a wide-ranging conversation on why the U.S. Dollar remains the world's dominant reserve currency — and why most analysts keep getting it wrong.

In Part 1, Martin explains how international capital flows drive markets in ways that traditional Keynesian economics completely ignores. From World War I and II making America the financial capital of the world, to the collapse of Bretton Woods, the birth of floating exchange rates, and the fatal design flaw in the Euro — Armstrong pulls from nearly 50 years of hands-on experience advising governments, central banks, and hedge funds globally.Martin also shares remarkable firsthand stories: his conversation with Milton Friedman, the Franklin National Bank collapse, the Swiss franc peg disaster, the Orange County blowup, and why China's dollar-denominated debt could trigger the next crisis — all fitting the same pattern he's watched repeat for half a century.🔑 Key topics:Why the Dollar isn't going anywhere — and what would actually replace itThe fatal flaw in the Euro that Armstrong warned about from day oneHow geopolitical conflict drives capital to U.S. marketsWhy Wall Street firms are finally paying attention to the Armstrong modelThe silver inflection point call — and who front-ran it

And don’t forget to pick up a copy of the Armstrong Economic Code, an Amazon Bestseller that’s been sweeping the market. 📺 Part 2 — for Martin's latest Gold, Silver, Dollar, Interest Rate forecasts and what's really happening in Taiwan.

In this high-intensity episode, Kerry Lutz and John Rubino dive into the “world gone insane.” From the shifting geopolitical sands in Iran and Cuba to the death of judicial deference in Florida, we explore how the “average citizen” is finally gaining the tools to fight back against a predatory bureaucracy.

We break down the mathematical inevitability of triple-digit silver, the impact of the 2026 “Panic Cycle,” and why the government’s reliance on “digital shakedowns” (like app-based parking) is about to hit a massive legal wall.

Key Discussion Points:

* Geopolitics & The Election: Why the 2026 midterms are forcing the administration’s hand in Iran and Cuba.

* The Administrative “Shot Clock”: How Florida’s Chapter 120 is being used to corner state agencies.

* The End of Deference: Why judges are no longer allowed to “grade the agency’s own homework.”

* Commodity Super-Cycle: Why silver at $100/oz is a realistic milestone in the face of currency debasement.

* The “Privateer” Problem: Exposing the revenue-share models that turn municipal parking into digital bounty hunting.

Timestamps

* 00:00 – Welcome to the Financial Survival Network: Kerry & John on the “Insanity of 2026.”

* 01:30 – Geopolitical Chess: Trump, the Straight of Hormuz, and the 2026 Midterm Pressure.

* 03:15 – The Cuba Strategy: Will a regime change coincide with the election?

* 05:45 – The 180-Day Rule: Using “Shot Clocks” to force a government response.

* 08:20 – Commodities Update: Silver’s counter-intuitive move and the $100/oz target.

* 11:10 – The “Digital Shakedown”: Why app-based parking signs are legally “Public Nuisances.”

* 14:30 – End of Deference: How Florida’s Article V, Sec 21 is changing the legal landscape.

* 18:15 – Fiscal Watchdogs: Can the CFO “Drain the Swamp” of municipal fees?

* 21:00 – The “Panic Cycle”: Martin Armstrong’s March 2026 prediction.

* 24:45 – Conclusion: How to stay prepared and hold the bureaucracy accountable.

🚨 Are You Tired of Being the “Target” of the Digital Shakedown?

The government relies on you being too busy or too intimidated to fight back. Whether it’s an illegal parking sign or an unconstitutional fee, they count on your silence.

Today, we’ve handed you the “Cheat Code.”

By joining our premium community, you don’t just get the podcast—you get the Strategic Blueprint. Upgrade to a Paid Subscription today and get instant access to:

* The “Shot Clock” Template: The exact legal format Kerry uses to force agencies to respond in 30 days.

* The Florida Pincer Map: A breakdown of the statutes (FS 316, 215, and 120) that protect YOU from predatory privateers.

* How I Buy Silver Under Spot: These deals happen all the time and I can show you how.

Don’t just survive the madness—profit from the clarity.

[ Get the Strategic Blueprint Now – 35% Off Your First Year ]

“Because the only thing the bureaucracy fears more than a citizen with a lawyer, is a citizen with a plan.”

Kerry Lutz goes live with Gerald Celente for a powerful conversation on the growing global chaos reshaping markets, economies, technology and society itself. From the escalating Iran-Israel conflict and fears of wider war, to soaring oil prices, gold’s breakout move and the accelerating rise of artificial intelligence, Celente warns the world is entering a dangerous new era of instability.

Gerald explains why he believes geopolitical tensions are far from over, why the global economy is already starting to crack under pressure, and why gold continues attracting safe-haven demand as uncertainty spreads worldwide. He also shares his outlook on China’s rapid technological rise, the future impact of AI on jobs and society, and why he believes the cultural and economic foundations of the West are being fundamentally transformed.

This wide-ranging interview connects the dots between war, markets, inflation, technology and global power shifts in a way few analysts are willing to discuss openly.

Find Gerald here: https://trendsjournal.com 

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Kerry Lutz was joined by precious metals expert Andy Schectman and a powerhouse panel discussion covering the growing stress fractures inside the global financial system, the silver market, and the accelerating shift away from dollar dominance.

The conversation dives deep into unusual activity inside COMEX, massive physical silver deliveries, warehouse drawdowns, rising questions about market trust, and why some believe the silver market is approaching a breaking point. The panel also examines China’s growing role in precious metals, BRICS payment systems, gold-convertible trade settlements, and the global push toward a multipolar financial order.

They discuss mounting debt pressure, rising interest rates, and forecasts for a potential panic cycle that could dramatically reshape markets over the next several years. The group also explores geopolitical realignment, changing energy trade routes, and what these developments could mean for the future of the U.S. dollar and precious metals prices.

In the second half, Kerry outlines an aggressive Florida-based legal and regulatory campaign targeting municipal parking enforcement, utility customer service policies, and state compliance issues — while sharing plans for upcoming investor events and future coordination efforts.

Find Andy here: https://milesfranklin.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

In this high-energy discussion, Gregory Mannarino and Kerry Lutz break down a crumbling global financial system, the “psychological warfare” of mainstream media, and how individuals can reclaim their power.

🕒 Key Moments & Time Stamps

* [0:00] – The Signal vs. The Noise: Lutz welcomes Mannarino to Florida, describing his work on Substack as a “signal” in a chaotic world.

* [2:00] – The Illusion of Control: Mannarino discusses the “mechanism of destruction” leading toward a “prison state” of total control.

* [4:30] – The “Dunlevy Doctrine”: Lutz explains his strategy of suing municipalities and petitioning regulators to force the system to follow its own rules.

* [6:45] – The GENIUS Act & Stablecoins: Mannarino warns that the GENIUS Act (Guiding and Establishing National Innovation for U.S. Stablecoins Act) is a “mechanism of control” creating a digital “company store” model.

* [9:00] – The “Epstein Class”: The duo discusses how the top 1-2% benefit from artificially suppressed rates while the middle class is “wiped out.”

* [13:15] – Solutions & The Power of Purpose: Mannarino emphasizes that finding a “renewed sense of purpose” is the ultimate defense against a system designed to make you feel helpless.

* [17:00] – Psychological Warfare: A breakdown of how “reptilian brain” triggers in media (fear/anger) are used to shut down rational thinking.

📉 The Economic Breakdown: “A Neo-Feudalist Society”

The conversation centers on the disconnect between the stock market and reality. While markets hit records, small businesses face skyrocketing bankruptcies.

FeatureThe Current System’s GoalThe Reality for the PublicCurrencySystematic debasement/devaluationLoss of purchasing powerInterest RatesArtificially suppressedMassive debt expansion; benefit to the 1%Digital AssetsGENIUS Act / Federal-monitored StablecoinsA “financial surveillance system”Social Structure“Learned helplessness” via constant crisesConsolidation of wealth into the “Epstein Class”

Export to Sheets

🛡️ Fighting Back: Strategies for Sovereignty

Lutz and Mannarino argue that you are not helpless. They suggest a multi-pronged approach to resistance:

* Administrative Petitions: Use the “Dunlevy Doctrine”—force agencies (DOT, Public Service Commission) to follow their own rules.

* Financial Independence: “Become your own central bank” by owning hard assets (Gold/Silver) and betting against the failing dollar.

* Information Sovereignty: Move away from algorithm-driven platforms. Mannarino highlights Substack as a critical alternative for unfiltered truth.

* Mental Resilience: Avoid the “emotional triggers” of mainstream news. Rational thought is a threat to the system.

🚀 Summary: The “Peaceful Non-Compliance” Revolution

“The war is on us... right here, against the people of America... and it’s going to lead to a vast loss of human life unless we say enough.” — Gregory Mannarino

The core message is one of unified resistance. By living beneath your means, building parallel systems, and maintaining a clear, rational mind, you can step out of the “bubble” and survive the inevitable credit event.

Follow the Signal: * Gregory Mannarino: Gregory’s Substack

* Kerry Lutz: Financial Survival Network

Note: The GENIUS Act mentioned is a significant regulatory framework enacted in mid-2025, aimed at standardizing payment stablecoins under federal supervision by July 2026.

Kerry Lutz and Dale Smothers break down the Fed’s latest decision to hold rates and what it really signals beneath the surface. With inflation still sticky, oil prices elevated, and the labor market holding strong, they explain why the Fed may be stuck—and what that means going forward.

From there, the conversation shifts global. Rising geopolitical tensions and energy dynamics are reframing America’s position, with a growing focus on domestic production, nuclear expansion, and long-term energy security. They also dig into the strain from AI-driven data center demand and the surprising infrastructure challenges starting to emerge.

On the investment side, Dale lays out a clear strategy—leaning into consumer strength, favoring tech and utilities, and balancing portfolios between risk-on and defensive positioning. He also shares how options can be used right now to generate income and protect against near-term volatility.

This is a forward-looking conversation connecting Fed policy, global power shifts, and market strategy—giving you a clearer picture of where things may be heading next.

Find Dale here: https://rdsmotherswealth.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

The Iran flashpoint isn’t just regional—it’s the front line of a much bigger global strategy. What looks like isolated tension is part of a coordinated push shaping power, trade, and influence worldwide.

Kerry Lutz sits down with Todd Sheets to break down why Iran sits at the center of U.S. focus, how control of critical waterways like the Strait of Hormuz factors into the equation, and why this moment signals a more aggressive projection of power. The conversation connects Middle East escalation to broader geopolitical moves, including pressure points tied to global commerce and rival superpowers.

They also dig into the domestic side—how shifting presidential authority and political dynamics are influencing decisions both abroad and at home.

This isn’t just about conflict. It’s about control, leverage, and what comes next.

Find Todd here: https://toddsheetswriter.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Kerry Lutz sits down with Jay Mehta to break down a stronger-than-expected consumer confidence report—but the story beneath the surface is far more complicated.

Mehta explains why confidence is rising, pointing to a still-resilient labor market and households that continue to spend. But despite the upbeat data, the bigger question is how long this strength can actually last.

Rising energy costs are starting to creep back into the picture, and they hit lower-income households the hardest—threatening to squeeze discretionary spending and shift the trajectory of the broader economy. So far, sentiment hasn’t cracked… but the pressure is building.

Mehta explains why investors shouldn’t react emotionally to short-term shocks, how to stay positioned with a long-term strategy, and why the energy sector is one to watch closely in the months ahead.

The consumer may look strong today—but the risks are quietly stacking up.

Find Jay here: https://verazadvisors.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Danielle DeMartino Booth, a former advisor to the Dallas Fed and author of “Fed Up,” joins us to share her unique perspective on what’s really happening in the world of finance.

Kerry Lutz’s Financial Survival Network Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

* Insider Secrets: Hear from someone who spent nine years inside the Fed and saw “the rot from the inside.”

* Expert Insights: Danielle’s statements are based on personal experience and deep knowledge of the system, not just opinion or fear.

* Current Events: Learn about the future of the Fed chair, the impact of high oil prices on the consumer, and the massive reinvestment in infrastructure happening across the country.

* Economic Trends: Discover why Danielle believes we’re heading towards a recession and what the “stagnation” portion of stagflation really means.

* Hidden Risks: Understand the potential for a “backdoor bailout” in the shadow banking system and the risks associated with passive investing and AI.

Don’t miss this fascinating discussion with one of the most feared voices on Wall Street! 📈 Subscribe to the Daily Feather for daily insights from Danielle DeMartino Booth. 🔗

What do you think is the most significant economic challenge we’re facing today? 🤔 Let’s continue the conversation!

Danielle just gave you a rare inside look at how the system really works.If you want the framework that explains where it’s all going next—before it hits the headlines—read The Armstrong Economic Code.

It’s not theory. It’s the model that’s been calling the cycles—war, rates, inflation, and capital flows—for decades.

In this episode, Kerry Lutz talks with Patrick Mueller about how recent central bank policy, commodity swings, and geopolitical tensions are shaping inflation and safe-haven assets. They discuss the Fed’s slow pace on rate cuts — now likely pushed into the fall — and what that means for markets.

The conversation then turns to precious metals: Kerry and Patrick describe recent gold and silver pullbacks as normal corrections after a strong rally, noting renewed interest is expected as industrial demand and global uncertainty persist.

They also examine how soaring oil prices and disruptions to shipping routes are feeding through to consumer inflation, and review U.S. foreign policy moves in Panama, Venezuela, and Cuba, plus the pressure on China and shifting alliances that could reshape global energy flows.

Find Patrick here:  https://bellaadvisors.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

The battle lines are being drawn, and the clash of ideas is heating up. In a recent live interview on the Financial Survival Network, Kerry Lutz sat down with the legendary Mark Skousen—economist, author, and the mastermind behind FreedomFest—to discuss the state of global liberty, the “World’s Fair of Liberty,” and why the principles of Adam Smith are the only cure for a world teetering on the edge of economic and political chaos.

The Renaissance of Liberty in Las Vegas

As FreedomFest approaches its 20th anniversary, Skousen reflects on why he started what has become the world’s premier liberty conference. While other movements are organized and vocal, the “herd of cats” that makes up the freedom movement often lacks a central gathering point.

“Why not have an annual get-together for three or four days? I chose Las Vegas because it’s the most libertarian city in the U.S. It’s ‘choose your own poison,’ but with top-tier restaurants and intellectual fire.”

This isn’t just a political rally. It’s a Renaissance gathering featuring:

* The Anthem Film Festival: Celebrating liberty through the lens of cinema.

* The Mock Trial: This year’s trial focuses on the controversial role of ICE and immigration, with a jury selected directly from the open-minded attendees.

* The M&M Boys: Mark Skousen and Mark Lichtenfeld providing hard-hitting financial and investment advice.

Celebrating a Double Anniversary: 1776–2026

This year holds a special significance as the world celebrates the 250th anniversary of two pivotal documents:

* Adam Smith’s The Wealth of Nations: The blueprint for economic freedom.

* The Declaration of Independence: The foundation of political freedom.

Skousen argues that you cannot have one without the other. Without economic freedom, political liberty is a hollow shell; without political liberty, economic growth is stifled by tyranny.

The “Adam Smith Cure” for Global Conflict

The conversation turned toward the rising geopolitical tensions and the inflationary nature of war. Skousen emphasized that Adam Smith’s model of natural liberty—governed by the rule of law and robust competition—is the only sustainable path forward.

“War is inflationary. Wall Street hates inflation. We are seeing oil disruptions reminiscent of the 1970s. The ultimate goal should be: Commerce with all, and war with none.“

High-Octane Speakers

The 2026 lineup is already shaping up to be a powerhouse of diverse perspectives:

* Steve Forbes & John Mackey: Co-ambassadors of FreedomFest.

* Kennedy (Fox Business): The event’s regular Master of Ceremonies.

* Elon Musk (Tentative): Following his game-changing takeover of X (formerly Twitter), the discussion on free speech has never been more relevant.

* Rob Schneider & Adam Carolla: Bringing humor and a fearless defense of free expression.

Don’t Be a “Freedom Loser”

Mark touched on the concept of “Freedom to Choose” vs. “Freedom to Lose.” While liberty allows for the risk of failure or bad habits, it also creates the space for private education and community responsibility to thrive.

FreedomFest is the place to debate these nuances without the name-calling and division found on cable news. It’s about what is right, not who is right.

Ready to join the movement? FreedomFest 2026 takes place July 8–11 at Caesars Forum, Las Vegas.

Killer Deal for Substack Readers: Use the code ADAMSMITH100 at FreedomFest.com to save $100 off your registration.

In this episode, Kerry Lutz sits down with precious metals authority David Morgan of The Morgan Report to dissect the recent, dramatic sell-off in gold and silver. After silver hit a massive high of $120 earlier this year, it saw a violent 50% retracement. David explains the mechanics of this “liquidation phase,” the role of the futures market, and why he believes a massive supply-demand squeeze is still on the horizon.

Key Discussion Points:

* The “Violent Liquidation” Phase: Why silver plummeted from $120 to the $60-$70 range and why this is a natural market correction after a 140% run in 2025.

* The Dollar vs. Metals: How the “higher for longer” interest rate environment briefly repositioned gold and silver as rate-sensitive assets rather than crisis hedges.

* Physical Supply Reality: David breaks down why the “60 billion ounces mined” statistic is misleading, noting that half of all silver ever mined is lost in landfills or industrial waste.

* The Mexico Factor: A look at the geopolitical risks in Mexico, the world’s largest silver producer, including the influence of cartels and the potential for nationalization.

* Future Outlook: David predicts a period of consolidation followed by a push toward $100 silver and potentially $6,000–$7,000 gold.

* Emerging Demand: Beyond solar and EVs, David highlights robotics and high-density silver batteries as the next major industrial drivers for the metal.

In this episode, Kerry Lutz sits down with retirement expert Joe Schmitz, who introduces his niche client segment he calls the “2% Club”, and reveals the hidden rules his top clients follow — retirees who have both a pension and $1 million or more in savings. The name reflects the intersection of fewer than 20% of retirees holding pensions and fewer than 10% reaching millionaire status. Typical members include retired military, federal and state employees, police officers, and firefighters.

Schmitz explores the unique planning challenges this cohort faces, from pressures on public pension systems due to increased life expectancy to concerns about pension solvency. He highlights practical strategies such as electing lump-sum pension payouts when available and tax-aware planning.

He also provides insights into the mindset of his clients, describing them as diligent, frugal savers often hesitant to increase spending, and points listeners to additional resources including PeakRetirementPlanning.com, his book Midwestern Millionaire, and other related tax-planning tools.

This discussion offers valuable guidance for high-net-worth retirees and those approaching retirement who want to protect their savings and make informed decisions in a changing financial landscape.

Find Joe here: https://peakretirementplanning.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

In this spontaneous and hard-hitting live stream, Kerry Lutz is joined by veteran and content creator Christian White to peel back the layers of the global “controlled demolition.” From the economic fallout of endless conflicts to the subtle tightening of the surveillance noose around everyday Americans, they dive into the truths the mainstream media won’t touch.

🎙️ In This Episode:

• The War Racket: Why the “Military-Industrial Complex” is the only winner in modern conflicts and how it’s bleeding the domestic economy dry. 💥

• The Surveillance Snare: How local “parking enforcement” has evolved into a full-stack data mining operation—tracking your movement, insurance, and compliance in real-time. 🚔

• Economic Survival: A deep dive into the historical power of silver and gold to hedge against the debasement of the dollar. 🪙

• The Epstein Files: Why the recent release of 3.5 million documents has been met with a deafening media silence. 📄

• Future Forecasts: Discussing the “Panic Cycle” of 2026 and why the Dow might be heading for 88,000 despite the chaos. 📈

🛑 Stop Getting Rolled by the “Parking Racket”

Ever wonder why a simple parking ticket now feels like a high-tech shakedown? Kerry Lutz’s new book, “America’s Great Parking Scam: You’ve Been Robbed,” is officially out and hitting the shelves!

In this explosive expose, Kerry reveals how what started as a simple “nickel in the meter” has evolved into a sophisticated, full-stack surveillance and data-mining operation.

📖 Why You Need to Read It:

• The High-Tech Snare: Learn how license plate scanners aren’t just checking for overstays—they’re checking your registration, insurance, and inspection status against massive databases in real-time.

• Enforcement as a Platform: Discover how local governments have turned parking enforcement into a “full-stack” revenue generator that tracks your every move.

• Fight Back: Get the insights you need to understand the system and protect your privacy and your wallet from the bureaucratic shakedown.

Grab your copy today on Amazon or wherever fine books used to be sold!Grab your copy today on Amazon or wherever fine books used to be sold!

Bu

Kerry Lutz and Jim Welsh discuss how sustained high oil prices could impact the global economy, noting that the duration of elevated prices matters far more than short-term spikes. They examine recent market reactions to oil moves, regional supply risks such as Qatar’s natural gas force majeure, and why stronger U.S. production today may provide more economic insulation than during the 2008 energy shock. The conversation also places current energy prices in historical context, explaining why a true 1970s-style crisis would require dramatically higher oil prices.

They then turn to precious metals, where Jim outlines gold’s recent parabolic rally and sharp correction. While the pullback may continue in the short term, he believes it could ultimately set the stage for the next leg higher in the longer-term bull market.

The discussion closes with a look at AI and market structure risks. Massive hyperscale spending on artificial intelligence is expected to boost GDP this year, but it may also distort market psychology and push equity valuations higher than fundamentals justify. At the same time, that spending could reduce corporate buybacks as companies redirect cash flow toward AI infrastructure. With technical cracks appearing in the S&P, the group notes that downside risks for equities may be building.

Find Jim here: https://www.macrotides.com/

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

The Global Shift: National Sovereignty vs. The New World Order

In this intense deep-dive, Kerry Lutz sits down with Dr. Steve Bonta, publisher of The New American, to dissect the crumbling architecture of globalism. They explore the historical roots of international financial institutions, the hidden influence of the Council on Foreign Relations (CFR), and the rising tensions in Iran, China, and Venezuela. Dr. Bonta provides a provocative look at why national independence is under threat and what a return to a “Hemisphere-first” policy could mean for the future of the West.

Key Moments & Timestamps

0:00 – Introduction

3:45 – Financial Shadow Governance

6:10 – The “America First” Strategy

9:15 – The Path to Economic Independence:

11:45 – Geopolitical Flashpoints:

14:30 – The Monroe Doctrine Revived:

17:20 – The Rise of Superpower China:

21:05 – Inside the CFR:

Find out the truth behind the municipal overreach and hidden taxes in my new book, America’s Great Parking Scam: You’ve Been Robbed! It’s the definitive guide to how local governments and private entities are picking your pocket one meter at a time. Grab your copy now and stop being a victim at www.parkscam.com.

In this episode, Kerry Lutz talks with Matthew Tuttle as he shares his contrarian investing philosophy and explains why traditional hedges often fail. They discuss how human emotion, AI, and ubiquitous data are reshaping markets, and outline real ways investors can protect their portfolios. Tuttle also previews his new “no-bleed” tail-risk ETF, ONO, and other innovative ETFs coming soon.

Find Matthew here: https://www.tuttlecap.com/

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

This live stream traversed a wide range of topics, from the shifting sands of global geopolitics and the future of precious metals to the systemic exploitation found in everyday parking.

Geopolitics and the “Resource Corridor”

• The Post-Iran Vacuum: The conversation began with the crumbling of the Iranian regime and the long-term historical context leading to this shift.

• Mexico as a “Black Swan”: Mexico’s stability is viewed as critical to the Western Hemisphere, particularly since it produces 24% of the world’s silver.

• The North American Vision: A predicted “resource corridor” stretching from Alaska through Canada and down to Mexico could redefine how the West secures vital materials like oil and silver.

• Regional Instability: The collapse of governance in Cuba and potential shifts in Canadian provincial relations were highlighted as major disruptive forces.

The Silver Market

• Market Volatility: Discussion touched on the recent “fake” breakouts and breakdowns in silver prices, ranging from $121 down to $64, which often serve to flush out leveraged holders.

• Long-Term Value: Silver is viewed as a vital hedge against currency instability, with an expected panic cycle peak approaching in April.

The Great Parking Scam

• Illegal Signage: Many municipal parking signs fail to meet federal standards (the MUTCD), rendering many tickets technically illegal.

• Digital Grifts: Parking apps are criticized for forcing users—including minors—into complex contracts and harvesting precise geolocation and behavioral data for profit.

• Systemic Extraction: The current parking system is described as a “digitized grift” designed for revenue extraction rather than public utility.

Fight the Grift: Join the NAADP

If you’re tired of being a victim of “robotic” municipal extraction, it’s time to take a stand.

• Read the Book: Get the full story in America’s Great Parking Scam: You’ve Been Robbed available on Amazon.

• Join the Movement: Sign up for the National Association of American Defrauded Parkers (NAADP) at www.ParkScam.com. Substack members receive exclusive litigation updates and a custom parking ticket self-defense kit.

In this episode, Kerry Lutz chats with Charles Nenner about the return of long-term war cycles and rising global tensions. They break down the Russia–Ukraine conflict, NATO’s role, and historical promises to the Soviets, while warning the war could persist unless stances change. Nenner also flags China–Taiwan as the next major flashpoint and outlines the tough choices the U.S. may face around intervention.

Markets are next on the radar. Nenner explains why cycles often drive price moves more than headlines, predicts a major downturn around 2026, and highlights potential rebounds in gold and energy. He also discusses short-term weakness in precious metals, a potential bottom in natural gas, and the broader risks of overvalued markets.

Along the way, they touch on media influence, AI analysis errors, and personal experiences that underscore just how unpredictable these times can be. It’s a high-stakes look at what’s coming — for the world and your portfolio.

Find Charles here: https://charlesnenner.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

In this interview, Kerry Lutz speaks with Mark J. Quann about recent market performance and why US stocks have lagged global markets despite what he views as a still-strong economy. He points to rising wages and increasing energy independence as key factors supporting long-term growth.

Quann outlines the “buy, borrow, die” strategy — a tax-focused approach built on owning assets like stocks, ETFs, real estate, crypto, life insurance, and precious metals. Instead of selling assets and triggering taxes, he explains how borrowing against a portfolio can provide access to cash while keeping investments intact.

He also shares practical steps for getting started, including small automated contributions and using margin loans through platforms like M1 Finance. Covered-call and commodity ETFs are discussed as potential income and inflation hedges, along with the long-term tax advantages of holding appreciating assets.

Find Mark here: https://www.theperfectportfolio.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

In this interview, Kerry Lutz speaks with Michael Pento about how liquidity may already be expanding by as much as $20 billion per week, quietly pushing the Federal Reserve’s balance sheet back toward $7 trillion — despite continued claims of tight policy.

He warns that the next recession could bring massive deficits in the $4–6 trillion range, potentially forcing the Fed to become the primary buyer of U.S. debt once again. If that happens, inflation may not be accidental — it could be the result of outright monetization.

Pento also points to historically extreme valuations in stocks and housing, suggesting markets may need a significant reset to return to long-term norms.

He believes gold remains in a long-term bull market and could accelerate higher as recession pressures mount and monetary expansion increases.

Pento outlines a defensive approach that includes holding physical gold, adjusting liquidity as conditions change, and watching credit markets for early signs of stress.

These long-term cycles are explored in The Armstrong Economic Code— and understanding them may help investors prepare for what comes next.

Find Michael here: https://pentoport.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Gold is testing the $5,000 barrier — and the charts are flashing warning signs.

Kerry Lutz and Jerry Robinson dive into gold and silver as markets test extreme levels.

A rising 50-day moving average offers support, but long weekly wicks show momentum could be slowing. Will it break through, or pause first?

Speculation around Kevin Warsh and shifting Fed expectations may be driving the pullback. If the hawkish premium fades, rates could ease — and gold reacts.

Silver just went vertical — then crashed back. Volatility is insane. Yet the fundamentals remain rock-solid: industrial demand from solar and data centers is still building.

The lesson is clear: don’t panic. Diversify. Dollar-cost average. See spikes as opportunity, not fear.

Strategy also matters. Substack is winning over WordPress for publishing, mailing, and monetization. Kerry shares early paid-subscriber traction, teases Living the Silverback Lifestyle, and outlines a new parking-enforcement book paired with litigation and a public campaign under the National Association of American Defrauded Parkers.

Markets are wild. Policy is shifting. Psychology is stretched. Smart investors stay steady — and strike when others hesitate.

Find Jerry here: https://followthemoney.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Yesterday we did something different.

For the first time ever, Robert Ian delivered his commentary live — not recorded, not edited, not in isolation — but in real time, in front of an audience.

Many of you have listened to Robert for years. Over 600 GoldSeek Radio commentaries. Thoughtful. Measured. Grounded. But this was different. This was live!

🌎 The Backdrop: A Shifting World

Gold at historic levels. Silver waking up from a decades-long consolidation. Currency tensions rising. Debt ceilings that no longer matter. Central banks boxed into corners.

And yet, on the ground?

Empty restaurants. Less traffic. Visible strain in small businesses. People quietly cutting back. Robert just returned from a Southwest road trip. What he saw didn’t match the headlines. That disconnect matters.

🧠 The Real Theme: Repositioning

This isn’t recovery. It’s repositioning. Robert said something powerful:

“The next several years are about economic repositioning and survival.”

That hit. We may not be heading into “the next crisis.” We may already be in it — and never fully exited the last one.

💰 Metals: Undervalued or Just Early?

We discussed:

Silver’s 1980 high (~$49.45)

Inflation-adjusted value north ohank you to everyone who tuned into my live video! Join me for my next live video in the app.

Gold’s reclassification as a Tier-1 bank asset

Whether ETFs and crypto siphoned demand from physical metals

At current levels, many still believe physical metal remains historically undervalued. But more importantly — the psychology is shifting. And psychology moves markets before headlines do.

🌍 Europe, the Dollar, and Tough Love

We also touched on the future of Western civilization, U.S.–Europe tensions, and the uncomfortable middle phase of change. Robert framed it well: Real change happens in discomfort. And we are clearly in the discomfort zone.

🎯 Why We’re Doing This Live

This isn’t a polished studio production. It’s conversation. It’s testing ideas in real time. It’s responding to what’s unfolding — not what’s already happened. And judging by the response, we’re just getting started.

📬 What’s Next?

More live sessions.More Q&A.More direct conversations about markets, survival, and strategy.

If you missed it live, stay tuned — the replay details will follow. And if you have questions you want covered in the next session, reply directly to this email. We read them.

— Kerry

P.S. I also gave a preview of my upcoming book exposing the “parking industrial complex.” It started with one ticket. It’s ending in federal court. More on that very soon.

Mortgage rates tripled. The crash never came.

In this Episode Kerry Lutz and Jason Hartman break down why U.S. housing didn’t collapse when borrowing costs exploded.

Nearly 25% of homeowners hold mortgages at or below 3%. About 65% are at 4% or less. That “lock-in effect” crushed supply and froze mobility.

Fewer than 800,000 homes are listed nationwide — under 0.6% of America’s 140 million housing units. Owners won’t give up cheap debt. Inventory stays tight. Hartman believes this imbalance could persist into 2032–2033.

Scarcity and utility continue driving prices — even after the rate shock.

The conversation then shifts to immigration and rental housing. Hartman argues most undocumented migrants occupy lower-tier rentals, meaning enforcement shifts would likely hit C-class properties first.

They also discuss Sun Belt migration trends and investor tools like PropertyTracker and Empowered Investor for sourcing income-producing properties.

If you’ve been waiting for a housing crash, Kerry and Jason explain why it hasn’t happened — and what could finally change the equation.

Find Jason here: https://www.jasonhartman.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

In this conversation, Kerry Lutz is joined by Josh Hammer to break down why immigration enforcement has quietly reshaped crime trends, voter behavior, and the political landscape — often in ways the media refuses to acknowledge.

They examine how Trump’s enforcement-first messaging changed the national conversation, contributed to declining crime rates, and helped drive unexpected voter shifts, including among Hispanic voters in key states like Texas and Florida.

Josh explains why open-border policies clash with a large welfare state, how cultural assimilation and enforcement intersect, and why past GOP immigration strategies failed where Trump’s approach succeeded.

The discussion also explores foreign policy, public safety, and state vs. federal authority, challenging the narratives shaping today’s political debate — and why the voter shift may only be getting started.

Find Josh here: https://x.com/josh_hammer

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Gold and silver just made a violent move — and it wasn’t random. Kerry Lutz sits down with Edward Siddell to break down the parabolic surge, the sharp pullback, and what it really signals beneath the surface.

Siddell explains how panic buying, inflation pressure, and volume spikes collided in the metals markets — and why the pullback wasn’t weakness, but a warning.

At the center of the move: central banks. Siddell outlines why gold reserves are rising as U.S. Treasuries quietly lose favor, and how growing debt levels increase long-term dollar risk.

The conversation turns to silver, where supply constraints, historical ratios, and rising industrial demand — including AI and data centers — are setting the stage for outsized moves.

Siddell closes with his 12–24 month outlook for gold and silver and what to watch as markets head toward a potentially volatile 2026.

Find Ed here:  https://EGSIFinancial.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Kerry Lutz and David Stryzewski explain why silver is being forced into a new pricing regime as industrial demand accelerates.

David outlines how AI, solar, and advanced technologies are driving a structural shift in silver demand, pushing prices sharply higher while the silver-to-gold ratio remains deeply distorted.

Kerry highlights growing supply pressures tied to geopolitics, including export restrictions from China and Venezuela and the strategic importance of mineral-rich resource corridors.

The discussion widens to systemic risks, from Federal Reserve policy and commercial real estate refinancing to a national debt nearing $40 trillion. David stresses the importance of strong balance sheets as the system comes under strain.

The episode closes with a look at blockchain, AI, and emerging opportunities forming as silver and hard assets reprice the system.

Find David here: http://myspg.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Kerry Lutz sits down with precious metals analyst David Erfle to break down the latest moves in silver and gold, and why recent price action is being driven by structural forces rather than short-term speculation.

They trace decades of paper-market intervention — from 1960s silver controls to the Hunt Brothers episode — explaining how regulatory and exchange actions have repeatedly distorted price discovery. This time, however, physical shortages are forcing a widening disconnect between paper prices and real-world supply.

The discussion ties precious metals strength to a sovereign debt spiral, currency devaluation, and shifting institutional demand, while also covering refinery inventory stress, margin hikes, intraday reversals, and their impact on mining equities. David explains why he has capped subscriptions to his newsletter due to liquidity risks in junior miners and shares candid views on select opportunities and flawed capital structures.

Find David here: https://JuniorMinerJunky.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

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Kerry Lutz and Bruce de Torres call out California’s $20+ minimum wage for crushing small businesses, accelerating closures, and wiping out jobs — while large corporations adapt and smaller operators are left with no escape route.

Bruce explains why the minimum wage fight is only a symptom of decades of failed policy and education, and how those pressures have steadily marginalized independent businesses across the country.

The conversation then shifts to federal procurement, where Bruce exposes how the Small Business Administration consistently falls short of its 23% contracting goal, allowing large firms to capture work meant to create jobs through small businesses.

Find Bruce here: https://asbl.com and here: https://www.dontcheatwomen.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Trump’s rhetoric is shaking headlines — and driving markets higher. Kerry Lutz and Dale explain why extreme political positioning can translate into real upside for investors.

The AI boom remains the engine. As profitability comes into focus, both see the S&P 500 and NASDAQ pushing toward new highs if Trump’s economic vision begins to take shape.

Gold and silver are flashing warning signs. Rising prices reflect global instability and growing demand, with Kerry cautioning that government intervention becomes more likely as metals climb.

Geopolitical pressure is building. Russia and China continue challenging the dollar’s dominance, while the U.S. accelerates its push toward domestic self-sufficiency.

Looking ahead, Dale sees AI as truly transformative, with clearer winners emerging by 2026. Discipline and timing may matter more than ever as opportunities expand.

Find Dale here: https://rdsmotherswealth.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Kerry Lutz and Jim Welsh dig into why the U.S. economy looks stable on the surface, with growth near 2.5%, but may be far less balanced underneath. Jim warns that government spending is masking a widening divide, where the top 10% of earners drive consumption while lower-income households feel increasing pressure.

Despite recent market weakness, Jim notes that internal indicators like the advance-decline line remain firm, historically limiting the depth of market corrections. This helps explain why markets continue to hold together even as risks quietly build.

They also discuss President Trump’s global negotiating strategy, including Greenland, and how climate change is reshaping geopolitical priorities. Both agree Trump’s provocative rhetoric is often calculated and effective.

Jim closes with insights on the dollar’s recent decline, suggesting crowded short positions could fuel a rally. He expects gold and silver pullbacks before rebounding, cautions against long-term bonds at current prices, and anticipates rising volatility as money rotates across markets and political pressure builds ahead of midterm elections.

Find Jim here: https://www.macrotides.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Silver prices are surging as a multi-year supply deficit collides with shrinking above-ground inventories. Rob Kientz explains why years of underproduction, rising mining costs, and long development timelines are creating a physical silver squeeze that’s becoming impossible to ignore.

Despite higher prices, U.S. retail investors remain largely disengaged, distracted by tech stocks and crypto. Meanwhile, governments and institutional buyers are quietly positioning for shortages, even as some individuals are forced to sell precious metals out of financial necessity — a pressure that hasn’t slowed silver’s upward trend.

Kientz breaks down the growing disconnect between paper markets and physical demand, arguing that silver could follow gold’s trajectory if the gold-to-silver ratio continues to narrow. He also explores the historical role of silver coinage and the U.S. Mint’s production challenges as profit priorities shift away from bullion.

Looking ahead, Kientz outlines why silver prices could reach $150 by 2026, while cautioning listeners about volatility, market corrections, and the importance of disciplined strategies like dollar-cost averaging — especially for those focused on owning physical metal.

Find Robert here:  Robert Kientz

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Markets are sending shockwaves: silver soars while Bitcoin stumbles under pressure. Kerry Lutz and Dan Novaes break down a market in upheaval, explaining what’s driving the divergence and why it matters for anyone holding wealth today.

Dan exposes the forces behind crypto’s shakeups — from drawdowns and regulatory shifts to corporate treasuries quietly stacking Bitcoin. He explains why volatility is normal, long-term trends still matter, and how millennials are redefining what “safe haven” really means.

The discussion also dives into gold, Ethereum, and smart crypto strategies, including ETFs, dollar-cost averaging, and avoiding beginner traps. They close with a hard look at security: why keeping assets on exchanges is risky, and how offline storage and proper planning can protect serious holdings.

Find Dan here: https://www.modemobile.com

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Silver is no longer just a precious metal — it may be becoming a strategic necessity.

Kerry Lutz sits down with silver expert Michael Arries to break down why silver demand is accelerating, driven by electronics, AI, and critical industrial use. With sustained physical buying pressure, Michael explains why traditional paper market manipulation is losing its grip.

As supply tightens, the conversation turns serious. Michael warns that future government and national defense actions could dramatically impact availability, limiting investor access just as demand surges.

He outlines a bold price outlook, suggesting silver could reach $200–$300, while also sharing why trading some silver for gold may be a smart way to lock in gains amid rising volatility.

Kerry echoes the urgency, cautioning that opportunities like this may not last if government intervention steps in. This is a timely conversation for investors trying to stay ahead of what could be a historic shift in the silver market.

Find Michael here: http://www.mcalvany.com/

Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe   

Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!

Get your copy here:  https://a.co/d/bvYbZOz

“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5