Financial Survival Network

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

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

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

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