$20 Billion a Week — What Could Go Wrong? - Michael Pento #6372
Kerry Lutz's--Financial Survival Network
Release Date: 02/23/2026
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...
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The War Cycle Returns - Charles Nenner #6375
Kerry Lutz's--Financial Survival Network
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...
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Buy, Borrow, Die Strategy - Mark J. Quann #6374
Kerry Lutz's--Financial Survival Network
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...
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Rick Rule Sold Most of His Silver: It's Not What You Think #6373
Kerry Lutz's--Financial Survival Network
In this interview, Kerry Lutz speaks with Rick Rule about why he sold 80% of his physical silver — and why the move isn’t bearish. Rick explains that once silver stopped being a “hated” asset, the opportunity changed, leading him to redeploy capital into high-quality silver equities with strong upside if prices remain steady. Rick discusses the nature of precious metals bull markets, where sharp rallies are often followed by steep corrections. He explains why volatility shakes out unprepared investors and why popular silver narratives — including claims about large shorts like...
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$20 Billion a Week — What Could Go Wrong? - Michael Pento #6372
Kerry Lutz's--Financial Survival Network
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...
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Gold Battles the $5,000 Barrier - Jerry Robinson #6371
Kerry Lutz's--Financial Survival Network
Gold is testing the $5,000 barrier — and the charts are flashing warning signs. Kerry Lutz and Jerry Robinson dive into gold and silver as markets test extreme levels. A rising 50-day moving average offers support, but long weekly wicks show momentum could be slowing. Will it break through, or pause first? Speculation around Kevin Warsh and shifting Fed expectations may be driving the pullback. If the hawkish premium fades, rates could ease — and gold reacts. Silver just went vertical — then crashed back. Volatility is insane. Yet the fundamentals remain rock-solid: industrial demand...
info_outlineIn 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.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