Kerry Lutz's--Financial Survival Network

In this episode of the Financial Survival Network, host Kerry Lutz sits down with financial commentator John Rubino to unpack the compounding pressures facing the global economy. The discussion explores how surging interest rates—highlighted by the 10-year Treasury yield crossing 5%—are placing the Federal Reserve and Treasury in a difficult trap: lowering rates risks triggering persistent inflation, while keeping them high destabilizes the bond market and threatens to freeze housing affordability. The pair also examines global supply-chain vulnerabilities, rising energy transport costs driven by diesel shortages, and China's aggressive gold-buying strategy alongside its growing dominance in the global EV m...

In this episode of the Financial Survival Network, host Kerry Lutz sits down with Rob Kientz from Freedom Report to analyze current macro-economic challenges and the performance of key asset classes. Kientz unpacks the drivers behind recent gold and silver corrections, explaining why historical patterns point toward a mid-bull cycle setup rather than a long-term downturn. The discussion explores escalating national debt, interest rate pressures, and government proposals—such as wrapping U.S. Treasuries into stablecoins—to maintain liquidity without addressing underlying fiscal imbalances. Kientz also breaks down his inflation-adjusted asset study comparing the S&P 500, NASDAQ, bonds, and prec...

In this episode of the Financial Survival Network, host Kerry Lutz interviews precious metals analyst David Morgan to discuss shifting global monetary dynamics, precious metal pricing, and industry opportunities. Morgan emphasizes that central banks and institutional investors have already signaled a systemic monetary transition through record gold accumulation—reaching 2,522 tons ($380 billion) in the first half of the year alone. With gold trading near $4,600 per ounce and silver breaking $69, Morgan identifies $4,600 as strong technical support for gold and points to mining equities as the market's most compelling value opportunity. He explains that major mining companies are generating historic levels of fr...

In this episode of the Financial Survival Network, host Kerry Lutz welcomes back bestselling author and commentator Naresh Vissa for a wide-ranging discussion on the current state of the global economy and the hidden pressures driving everyday costs. Challenging the narrative that a soaring stock market signals economic health, Vissa breaks down why Wall Street highs fail to reflect the financial realities faced by everyday consumers. He points to rising oil and energy costs—exacerbated by international conflict and reduced industry competition, such as the absence of budget carriers like Spirit Airlines—as a primary driver behind surg...

In this interview with host Kerry Lutz on the Financial Survival Network, economic confidence model creator Martin Armstrong breaks down an escalating series of geopolitical conflicts and their economic repercussions. Armstrong argues that aggressive political maneuvers in Ukraine, Iran, and Europe are severely disrupting international energy supplies—specifically refined products like diesel—which could lead to global fuel panics and potential rationing. He highlights how escalating global tensions, coupled with political division, are eroding trust in public institutions while dragging world economies into a multi-year period of stagflation and heightened market volatility.

Looking toward the financial markets, Arms...

In this episode of the Financial Survival Network, host Kerry Lutz welcomes back financial analyst and macro strategist Jim Welsh of MacroTides.com to break down the underlying vulnerabilities in today's financial markets. Rather than predicting an immediate market crash, Jim highlights a growing internal weakness, pointing out how an equal-weighted S&P 500 and broader market internals show more stocks hitting new lows than highs. The discussion delves into surging Treasury yields, the probability of a "one-and-done" Federal Reserve rate hike driven by economic factors and newly signaled Fed policy, and why market-driven rate increases are already doing the...

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...

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 G...

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 midd...

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 cu...

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...

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.

Th...

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...

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...

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...

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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 ca...

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

* Th...

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 Chin...

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...

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 depr...

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...

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, cent...

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 forci...

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 out...

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 di...

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.

...

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 eme...

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 ri...

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 cracke...

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, no...

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 fe...

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 b...

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...

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...

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 ope...

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 re...

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...

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 Ama...

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 Ca...