Fed Trapped by $10 Trillion Debt - Mike Manwell #6399

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]

The AI Boom Meets War - Dr. Steve Bonta #6400

Kerry Lutz sits down with Dr. Steve Bonta to discuss the growing intersection of geopolitics, artificial intelligence, and economic change. They examine rising tensions with Iran, potential disruptions to global energy markets, and instability in Venezuela and Cuba. The conversation then shifts to AI's rapid evolution, comparing today's technology boom to the early days of the internet. Bonta explains how AI is already transforming industries ranging from law and government to medicine and scientific research, while also creating new challenges involving fraud, surveillance, and regulation. They also explore the infrastructure demands of AI, including the growing need for energy, water, and advanced computing power. While both see enormous potential for innovation and productivity, they caution that the technology's long-term impact will depend on how society manages its risks and opportunities. Find Steve here: https://thenewamerican.com/author/steve-bonta/ [https://thenewamerican.com/author/steve-bonta/] 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]

Fed Trapped by $10 Trillion Debt - Mike Manwell #6399

Kerry Lutz and Mike Manwell of Rethinking the Dollar examine the Federal Reserve's next move, rising macroeconomic risks, and the growing strain of U.S. debt markets. The discussion focuses on the Fed's "great decision" as inflation remains elevated while roughly $10 trillion in Treasury debt comes due. They explore whether policymakers will lean toward rate cuts and renewed monetary accommodation to ease fiscal pressure, and what that could mean for the dollar, markets, and global financial stability. The conversation also covers geopolitical tensions, de-dollarization risks, and the potential for major global events to accelerate emergency policy responses. Throughout the episode, they stress the importance of understanding monetary systems and preparing for increased uncertainty. Gold and silver are highlighted as key hedges, with emphasis on physical ownership, market structure concerns, and long-term purchasing power. The episode closes with practical insights on navigating an increasingly fragile economic and geopolitical environment. Find Mike here: RethinkingTheDollar [http://www.youtube.com/@RethinkingTheDollar] 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]