Silver Is Breaking the System - David Erfle #6364
Kerry Lutz's--Financial Survival Network
Release Date: 01/30/2026
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...
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Oil Shock Meets AI Bubble - Jim Welsh #6377
Kerry Lutz's--Financial Survival Network
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...
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Protection Is Failing - Matthew Tuttle #6376
Kerry Lutz's--Financial Survival Network
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: Find Kerry here : and here: Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon! Get your copy...
info_outlineKerry Lutz sits down with precious metals analyst David Erfle to break down the latest moves in silver and gold, and why recent price action is being driven by structural forces rather than short-term speculation.
They trace decades of paper-market intervention — from 1960s silver controls to the Hunt Brothers episode — explaining how regulatory and exchange actions have repeatedly distorted price discovery. This time, however, physical shortages are forcing a widening disconnect between paper prices and real-world supply.
The discussion ties precious metals strength to a sovereign debt spiral, currency devaluation, and shifting institutional demand, while also covering refinery inventory stress, margin hikes, intraday reversals, and their impact on mining equities. David explains why he has capped subscriptions to his newsletter due to liquidity risks in junior miners and shares candid views on select opportunities and flawed capital structures.
Find David here: https://JuniorMinerJunky.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