Financial Survival Network

Kerry Lutz
  • 4.2 (37)
  • Business
  • Updated Daily

A show about how to thrive in the New Economy. It's All About What's Next!

  1. 2d ago

    The Truth Behind Rising Prices - Naresh Vissa #6426

    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 surging airfares and elevated prices across consumer goods and services. Expanding on these inflationary pressures, Vissa traces today's affordability crisis back to the fiscal and public health policies implemented during the COVID-19 pandemic. The conversation explores the long-term economic fallout of global lockdowns, massive stimulus money printing, and government mandates that disrupted small businesses and supply chains. Vissa argues that the resulting inflation, coupled with delayed interest rate cuts by the Federal Reserve, continues to burden Americans years later. Find Naresh here: https://NareshVissa.com Find Kerry here: https://Kerrylutz.com and here: https://dollartimemachine.com All Kerry's books are available here:  Amazon Bookstore

    The Truth Behind Rising Prices - Naresh Vissa #6426

  2. Oct 2

    The Financial Endgame: Sovereign Debt Reset - Martin Armstrong #6425

    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, Armstrong warns that world sovereign debt is rapidly approaching a dangerous threshold, making higher long-term interest rates an inescapable global reality. He emphasizes that political fixes and tax increases fail to resolve underlying economic crises because power rests largely with unelected bureaucrats and systemically unchecked spending. While gold remains in a temporary consolidation phase, Armstrong predicts that escalating geopolitical instability—driven by upcoming elections in Russia, Israel, and the U.S. midterms—will spark chaotic market shifts and eventually drive precious metal prices higher into 2027 and beyond.  Find Martin here: https://armstrongeconomics.com Find Kerry here: https://Kerrylutz.com and here: https://dollartimemachine.com All Kerry's books are available here:  Amazon Bookstore

    The Financial Endgame: Sovereign Debt Reset - Martin Armstrong #6425

  3. Sep 29

    Fed Hikes & The AI Bubble - Jim Welsh #6424

    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 heavy lifting for the central bank. The conversation shifts to sector trends, specifically examining whether the booming artificial intelligence sector is headed for a dot-com style correction. Jim outlines his technical outlook for the semiconductor index (SMH), forecasting near-term pullbacks followed by a potential buying opportunity before a larger macro unwind occurs later in the cycle. Kerry and Jim wrap up with a look at historical market patterns, economic cycles, and a brief look at inflation metrics via the Dollar Time Machine, highlighting how rising national debt impacts long-term economic stability. Find Jim here: https://Macrotides.com Find Kerry here: https://Kerrylutz.com and here: https://dollartimemachine.com All Kerry's books are available here:  Amazon Bookstore

    Fed Hikes & The AI Bubble - Jim Welsh #6424

  4. Sep 23

    Gold, Debt, and Market Survival - David Erfle #6423

    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

    Gold, Debt, and Market Survival - David Erfle #6423

  5. Sep 18

    Iran, Inflation, and Economic Reality - Bill Walton #6422

    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

    Iran, Inflation, and Economic Reality - Bill Walton #6422

  6. Sep 14

    Sticky Inflation, Fed Traps and Gold - Mathew Tuttle #6421

    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

    Sticky Inflation, Fed Traps and Gold - Mathew Tuttle #6421

  7. Sep 11

    The Illusion of Prosperity - Greg Mannarino #6420

    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

    The Illusion of Prosperity - Greg Mannarino #6420

  8. Sep 9

    Exclusive Forecasts to 2032 - Martin Armstrong #6419

    In this exclusive interview, cycle analyst Martin Armstrong outlines key economic and geopolitical projections extending through 2032. Armstrong analyzes the mounting stress on European economies, why Japan's debt crisis threatens global financial contagion, and how international capital flight will continue to fuel historic highs in the US stock market despite media predictions of an impending crash. He also details the four critical geopolitical conflict zones currently expanding worldwide and why sovereign debt interest expenses are pushing governments toward a breaking point. Key Topics Covered Cycle Targets: Socrates model pressure points projected for August 2026, leading into broader structural shifts between 2027 and 2032. Geopolitical Escalation & The "Four Fronts": Why Western defense systems face simultaneous pressure across the Middle East, Eastern Europe, Taiwan/Southeast Asia, and the Korean Peninsula. Sovereign Debt Contagion: Why a potential Japanese default poses a systemic threat similar to the 1931 financial crisis, triggering global capital shifts. The Stock Market & Capital Flight: Why international capital fleeing European and Asian instability continues to support US equity markets over cash or sovereign paper. European Fragmentation: The structural design flaws of the Euro system, lack of debt consolidation, and projections for severe EU strain through 2029. Find Martin here: https://www.armstrongeconomics.com Find Kerry here:  https://khlfsn.substack.com and here: https://inflation.cafe    All Kerry's books are available here:  Amazon Bookstore

    Exclusive Forecasts to 2032 - Martin Armstrong #6419
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4.2
out of 5
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About

A show about how to thrive in the New Economy. It's All About What's Next!

Information

  • Creator
    Kerry Lutz
  • Years Active
    2015 - 2026
  • Episodes
    1K
  • Rating
    Explicit
  • Copyright
    © Copyright Kerry Lutz
  • Show Website
    Financial Survival Network

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