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 gold and energy. He also discusses short-term weakness in precious metals, a potential bottom in natural gas, and the broader risks of overvalued markets.Along the way, they touch on media influence, AI analysis errors, and personal experiences that underscore just how unpredictable these times can be. It’s a high-stakes look at what’s coming — for the world and your portfolio.Find Charles here: https://charlesnenner.comFind 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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

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 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.comFind 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 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe

Yesterday we did something different.For the first time ever, Robert Ian delivered his commentary live — not recorded, not edited, not in isolation — but in real time, in front of an audience.Many of you have listened to Robert for years. Over 600 GoldSeek Radio commentaries. Thoughtful. Measured. Grounded. But this was different. This was live!🌎 The Backdrop: A Shifting WorldGold at historic levels. Silver waking up from a decades-long consolidation. Currency tensions rising. Debt ceilings that no longer matter. Central banks boxed into corners.And yet, on the ground?Empty restaurants. Less traffic. Visible strain in small businesses. People quietly cutting back. Robert just returned from a Southwest road trip. What he saw didn’t match the headlines. That disconnect matters.🧠 The Real Theme: RepositioningThis isn’t recovery. It’s repositioning. Robert said something powerful:“The next several years are about economic repositioning and survival.”That hit. We may not be heading into “the next crisis.” We may already be in it — and never fully exited the last one.💰 Metals: Undervalued or Just Early?We discussed:Silver’s 1980 high (~$49.45)Inflation-adjusted value north ohank you to everyone who tuned into my live video! Join me for my next live video in the app.Gold’s reclassification as a Tier-1 bank assetWhether ETFs and crypto siphoned demand from physical metalsAt current levels, many still believe physical metal remains historically undervalued. But more importantly — the psychology is shifting. And psychology moves markets before headlines do.🌍 Europe, the Dollar, and Tough LoveWe also touched on the future of Western civilization, U.S.–Europe tensions, and the uncomfortable middle phase of change. Robert framed it well: Real change happens in discomfort. And we are clearly in the discomfort zone.🎯 Why We’re Doing This LiveThis isn’t a polished studio production. It’s conversation. It’s testing ideas in real time. It’s responding to what’s unfolding — not what’s already happened. And judging by the response, we’re just getting started.📬 What’s Next?More live sessions.More Q&A.More direct conversations about markets, survival, and strategy.If you missed it live, stay tuned — the replay details will follow. And if you have questions you want covered in the next session, reply directly to this email. We read them.— KerryP.S. I also gave a preview of my upcoming book exposing the “parking industrial complex.” It started with one ticket. It’s ending in federal court. More on that very soon. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe