Kerry Lutz's--Financial Survival Network

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.comFind 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 is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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 VegasAs 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: 1776–2026This 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 ConflictThe 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 SpeakersThe 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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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.comFind 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 is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

The Global Shift: National Sovereignty vs. The New World OrderIn 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 & Timestamps0:00 – Introduction3:45 – Financial Shadow Governance6:10 – The “America First” Strategy9:15 – 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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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 is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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 NAADPIf 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. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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.comFind 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 is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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.comFind 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 is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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.comFind 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 is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe