Gold's Bull Market Isn't Over - John Rubino #6405

Gold's Bull Market Isn't Over - John Rubino #6405

Is the recent gold pullback a warning—or a trap? John Rubino explains why the long-term gold and silver bull market remains firmly intact despite short-term volatility and physical market distortions. In this episode of the Financial Survival Network, Kerry Lutz speaks with financial writer John Rubino about why the long-term gold and silver bull market continues to hold strong despite recent market turbulence. They break down the forces driving today's geopolitical and economic instability, from rising global tensions to shifting energy dynamics and their potential impact on voter sentiment heading into the midterms. John explains how persistent government debt and accelerating industrial demand—especially from solar and EV battery production—continue to strengthen the structural case for precious metals, even amid short-term corrections and tightening physical supply conditions. The conversation also explores how emerging technologies like artificial intelligence, SpaceX innovations, and autonomous vehicles could reshape transportation, education, and everyday life. Kerry also previews his new book, The All-New Speeder's Guide to Avoiding Tickets. Find John here: https://rubino.substack.com [https://rubino.substack.com] Find Kerry here :https://khlfsn.substack.com [https://khlfsn.substack.com] and here: https://inflation.cafe [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 [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 [https://amzn.to/4kuC5p5]

Is the Summer Market Pullback Here? - Jim Welsh #6404

Are we on the verge of global peace, or is the market pricing in a reality that doesn't exist? Kerry Lutz sits down with macro analyst Jim Welsh of Macro Tides to dissect the massive shifts rocking the global economy. While the mid-month geopolitical headlines sent oil prices down and stocks into immediate fragmentation, Jim issues a stark warning that the market is celebrating too early. He details a looming oil supply shortfall over the next six months that could trigger a major "oh sh*t" moment for investors, potentially spiking crude back to $150–$200 a barrel. The duo also breaks down the reality of EV demand destruction, upcoming midterm election risks, and why current tech valuations—including the rumored Tesla/SpaceX merger—closely mirror historic market bubbles like RCA in the 1920s and Amazon in 2000. For investors trying to navigate late-summer volatility, Jim's technical breakdown on equities and precious metals reads like an active playbook. He predicts a looming 5% to 7% pullback for the S&P 500 by July and August, followed by a massive rally above 8,000. Meanwhile, gold and silver bulls might need to brace for impact; Jim explains why gold's current "Wave 4" correction isn't over yet and could temporarily drag prices below $4,000 before its next explosive leg up. Tune in to get the macroeconomic reality check you need to insulate your portfolio. Want a deeper look at the charts? Find Jim here: https://www.macrotides.com [https://www.macrotides.com] Find Kerry here :https://khlfsn.substack.com [https://khlfsn.substack.com] and here: https://inflation.cafe [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 [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 [https://amzn.to/4kuC5p5]

Gold Knows What's Coming - Dale Smothers #6403

Dale Smothers of RDS Wealth joined Kerry Lutz to examine the latest economic and market developments. With inflation remaining stubbornly elevated at 4.2%, Dale explains why investors continue moving into finite assets like gold while growing concerns over fiat currencies, geopolitical conflicts, and rising oil prices fuel uncertainty. The discussion explores the surge of interest in artificial intelligence investments and the anticipated SpaceX IPO. While acknowledging the excitement surrounding both, Dale cautions investors against chasing opportunities out of fear of missing out, suggesting patience may provide better entry points after initial market enthusiasm fades. They also discuss how global instability has strengthened the appeal of U.S. markets and the dollar as perceived safe havens for international capital. Dale highlights the growing risks of a "K-shaped" economy, where government spending, rising debt, and asset inflation increasingly separate asset owners from renters and wage earners. Looking ahead, Dale believes investors should remain disciplined, monitor geopolitical developments and corporate earnings, and consider an equal-weighted index strategy as market leadership potentially broadens beyond the technology sector. Find Dale here: https://rdsmotherswealth.com [https://rdsmotherswealth.com] Find Kerry here :https://khlfsn.substack.com [https://khlfsn.substack.com] and here: https://inflation.cafe [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 [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 [https://amzn.to/4kuC5p5]

When Government Breaks a State - Dennis Kneale #6402

In this Substack Live interview, Kerry Lutz sits down with Dennis Kneale to discuss his new book, Oregoners: How One State Chased Away Business and People. Kneale argues that Oregon serves as a warning for the rest of the country, detailing how decades of government policies contributed to business flight, job losses, rising crime, homelessness, and economic decline. The conversation explores the impact of environmental regulations on Oregon's once-thriving logging industry, Portland's struggles with vacancies and public safety, and the broader consequences of political decision-making. Lutz and Kneale also examine underreported developments involving the Panama Canal, Venezuela, fentanyl enforcement efforts, and the ongoing debate over climate policies and carbon emissions. Their discussion offers a candid look at government policy, economic growth, and the challenges facing states across America. Find Dennis here: https://denniskneale.com [https://denniskneale.com] Find Kerry here :https://khlfsn.substack.com [https://khlfsn.substack.com] and here: https://inflation.cafe [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 [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 [https://amzn.to/4kuC5p5]

Freedom Dies By Algorithm - Jeff Dornik #6401

Kerry Lutz sits down with Jeff Dornik, founder and CEO of Pickax and host of The Jeff Dornik Show, to examine the rapid rise of artificial intelligence and its impact on society, work, and personal freedom. Jeff shares concerns echoed by leading tech figures about large-scale workforce displacement and the growing possibility that human labor could become increasingly obsolete. The discussion explores what happens when traditional work and purpose begin to disappear, and how that shift could contribute to a broader social and psychological crisis. Kerry and Jeff also dig into the political and civil liberties implications of advanced AI systems, including the risks of centralized data control, government overreach, and expanding surveillance capabilities. Drawing comparisons to past expansions of federal power, they emphasize the urgent need for safeguards to protect free speech, privacy, and intellectual property as AI becomes more deeply embedded in society. Jeff also discusses Pickax, a human-centered social platform designed to reduce algorithmic manipulation and encourage open dialogue. Find Jeff here: https://www.jeffdornik.com [https://www.jeffdornik.com] Find Kerry here :https://khlfsn.substack.com [https://khlfsn.substack.com] and here: https://inflation.cafe [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 [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 [https://amzn.to/4kuC5p5]