About this episode

Kerry Lutz and Jerry Robinson discuss the unconventional state of the 2026 global economy and the impact of artificial intelligence on productivity and market dynamics.

In this episode of the Financial Survival Network, host Kerry Lutz sits down with long-time market analyst Jerry Robinson from followthemoney.com to break down the highly unconventional state of the 2026 global economy. Despite rising inflation indicators, a looming shift in Federal Reserve leadership, and escalating geopolitical tensions, the stock market continues to hit all-time highs. Robinson shares exclusive charts to reveal how strong underlying earnings in big tech are propping up the market, creating a massive divergence from what traditional economic models would predict. The duo unpacks the critical tension between rising treasury yields and Wall Street's inflation anxieties, while exploring how commodities like gold, silver, and oil are navigating these turbulent cycles. The conversation then shifts to the powerful, disruptive wave of artificial intelligence and its physical manifestation through the massive boom in data centers. Lutz and Robinson discuss the immense resource strain these data centers place on power grid infrastructure, emphasizing that the U.S. must adopt an "all-of-the-above" energy strategy to stay competitive in the global AI arms race against…

People in this episode

Host: Kerry Lutz

Guest: Jerry Robinson

Topics covered

• AI Economy
• Global Economy
• Stock Market
• Inflation
• Commodities
• Data Centers
• Energy Strategy

Keywords

• AI
• inflation
• stock market
• data centers
• energy strategy
• commodities
• global economy

Mentioned in this episode

Organizations: followthemoney.com

Products: Tesla

Places: U.S., China

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