Venezuela Is The Spark. Cuba Is The Prize. China’s Hidden Hand
Kerry Lutz's--Financial Survival Network
Release Date: 12/08/2025
Escape The Dollar While You Can - Peter Schiff #6387
Kerry Lutz's--Financial Survival Network
Peter Schiff breaks down why the dollar is in real trouble—and why gold may be the only way out. Kerry Lutz sits down with Peter Schiff to unpack mounting pressure on the U.S. dollar and the growing risk of a sovereign debt crisis. Schiff explains why foreign demand for Treasuries is fading, how the Fed is effectively monetizing debt, and why repeated fiscal “kicks” may be pushing the system toward a breaking point. He lays out his strategy—reducing dollar exposure in favor of foreign dividend-paying stocks and gold—and why that approach has been outperforming. The discussion also...
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System Collapse Already Underway - Darryl Schoon #6386
Kerry Lutz's--Financial Survival Network
This interview dives into warnings of a major economic collapse already in motion. Kerry sits down with Darryl Schoon to break down what’s happening beneath the surface—where inflation is crushing affordability, while deflation quietly destroys money through debt defaults and contraction. They unpack how credit creation, loan failures, and central bank intervention are colliding in real time. Quantitative easing since 2009 may have kept the system alive—but at a cost. Money velocity has collapsed to Great Depression levels, while liquidity has been funneled into financial assets and...
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Stagflation Storm Is Here - Dennis Tubbergen #6385
Kerry Lutz's--Financial Survival Network
Kerry sits down with Dennis Tubergen to break down a rapidly shifting economic landscape—and the warning signs are getting louder. Tubergen argues stagflation is no longer theoretical. With inflation rising and GDP expectations falling, he warns that higher energy prices could fuel a prolonged and painful cycle just as growth slows. The focus then shifts to gold and silver, where recent pullbacks look more like consolidation than weakness. With physical supply deficits and potential delivery stress, the setup—especially for silver—could be explosive. They also examine central banks...
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War, Debt, Silver Shock - John Rubino #6384
Kerry Lutz's--Financial Survival Network
Recorded live on Substack on April 8, Kerry Lutz sits down with John Rubino to break down how escalating war tensions are shaking global markets, precious metals, and the broader financial system in real time. Gold and silver’s initial drop—and sharp rebound—are unpacked, with insights into margin calls, central bank activity, and why prolonged conflict could ultimately fuel inflation and drive metals higher. The conversation moves into deeper territory, exposing growing risks inside private credit and shadow banking. Opaque structures, rising leverage, and AI-driven vendor financing are...
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Silver Breakout Fakeout Or Launchpad? - David Erfle #6383
Kerry Lutz's--Financial Survival Network
Kerry Lutz and David Erfle break down silver’s violent move—was the breakout a fakeout, or the setup for something bigger? After a parabolic run, both gold and silver saw sharp reversals, with gold briefly testing its 200-day moving average and silver correcting roughly 50%. They argue the selloff was driven more by margin calls and forced deleveraging than any real change in fundamentals. The bigger picture still leans bullish. Silver remains in a multi-year structural deficit, with most supply coming as a by-product, while physical demand—especially from Asia—stays strong. They also...
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Gold Selloff Is the Trap - Craig Hemke #6382
Kerry Lutz's--Financial Survival Network
This interview was recorded live, and it begins mid-conversation as Kerry realizes they’re already on air—before diving straight into the real story. Kerry sits down with Craig Hemke to break down the recent gold and silver selloff—and why it may be misleading the market. After a strong run through February, both metals reversed sharply as rate expectations rose, the dollar strengthened, and sovereign selling added pressure. Craig explains why the Fed is likely to prioritize growth over inflation, setting the stage for more money creation and long-term dollar weakness. That shift, he...
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Trump’s Iran Gamble Escalates - Bill Walton #6381
Kerry Lutz's--Financial Survival Network
In this interview, Kerry Lutz speaks with Bill Walton about the rapidly escalating conflict involving the U.S., Israel, and Iran—and the high-stakes decisions driving it. Walton reveals how Israeli intelligence penetrated Iran’s surveillance systems and why the timing of recent operations may have created a rare opportunity to target the regime’s leadership. The discussion explores how those moves may be pulling the U.S. deeper into a widening conflict. They also break down the political divide at home, questioning whether opposition stems from anti-war principles or resistance to...
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Fed Delays, Oil Surges, Metals React - Patrick Mueller #6380
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...
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The System Is Starting to Crack - Adam Taggart #6379
Kerry Lutz's--Financial Survival Network
Markets are under pressure, and cracks are starting to show. In this live discussion, Kerry Lutz and Adam Taggart dive into the forces quietly stressing the system—from soaring oil prices to hidden strains in private credit. Mid‑sized “zombie” firms may be most at risk, and opaque securitization practices are leaking risk into public markets. They break down precious metals, debating whether silver’s sharp moves undermine the long-term bullish case. Adam argues that unprecedented physical demand, central bank purchases, and industrial needs set this cycle apart from 1980 and 2011,...
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The 2% Club - Joe Schmitz #6378
Kerry Lutz's--Financial Survival Network
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...
info_outlineA fast, high-clarity breakdown of the Caribbean chessboard — and why Venezuela, Cuba, and Panama now sit at the center of a global power reset. Kerry Lutz maps out how Venezuela becomes the spark, Cuba the real prize, and Panama the strategic pivot point as China quietly expands influence and the U.S. recalibrates policy ahead of a new commodity supercycle.
Kerry walks through how shifting alliances, failing media narratives, and a narrowing geopolitical window are setting up dramatic moves in energy, metals, and trade routes. From Trump’s emerging doctrine to emergency oil stabilization, this briefing lays out why crude may calm while gold, silver, and copper prepare for their next surge.
You’ll hear why Cuba’s vulnerability matters more than headlines suggest, how the Panama Canal factors into long-term U.S.–China friction, and where asymmetric opportunities may emerge — including overlooked plays in distressed Cuban debt.
A sharp, 6-minute macro briefing for investors watching the next big shift in geopolitics, energy, and hard assets.
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