Kerry Lutz's--Financial Survival Network

Kerry Lutz and David Erfle discussed the recent surge in gold and silver prices, exploring the potential for junior miners to follow this trend. They also analyzed the technical confirmation of a breakout in silver, signaling a bullish outlook for the sector. The conversation delved into the outperformance of the silver junior ETF, the relative strength of silver compared to gold, and the decreasing gold-silver ratio, all pointing towards a full-blown bull market in the precious metals. They also discussed the impact of Asian and Indian demand, geopolitical instability, rising debt, inflation, and potential stock market corrections on the precious metals market, providing valuable insights for investors.

Kerry Lutz and Ross Givens discussed the controversial practice of insider trading by members of Congress, highlighting specific instances where politicians have used privileged information for personal financial gain. They also talked about the Stock Act, which requires politicians to disclose their stock trades with a 45-day lag time, and the challenges and opportunities of tracking corporate insiders for successful stock trading. Ross Givens presented insider buying as a successful strategy for stock investments, emphasizing the importance of identifying clusters of insider buying and sharing examples of stocks that saw substantial gains following significant insider purchases. The discussion underscored the ethical and legal implications of leveraging insider information for trading and emphasized the importance of transparency and equal access to information in the stock market.

Find Ross here: tradersagency.com

Find Kerry here: FSN and here: inflation.cafe 

Kerry Lutz and Lobo Tiggre discussed the economic developments in Argentina and Mexico. They highlighted the positive changes in Argentina due to the current administration's measures to reduce government spending and regulations, resulting in a decrease in inflation and potential investment opportunities. However, they expressed concerns about the economic trajectory of Mexico, particularly in light of potential restrictions on mining activities and associated investment risks.

Kerry Lutz and Doug Casey discussed a range of topics, including the revolution in Argentina, the real estate market in Argentina and Uruguay, the US political environment, the surging prices of gold and silver, and investment opportunities. They explored the election of an anarcho-capitalist president in Argentina and the country's global significance, as well as the potential impact of a ruling cabal. Doug Casey shared his personal experience of purchasing a large penthouse in Buenos Aires at a fraction of the cost compared to a similar property in New York, and suggested Uruguay as an attractive option for individuals seeking waterfront properties at a more affordable price compared to the US market.

Visit Doug @ https://internationalman.com/

Kerry Lutz and Alan Hibbard discussed the current state of the precious metals market and investment strategies. Alan shared his investment portfolio, which includes gold, silver, and Bitcoin, and discussed his long-term investment approach. They also talked about the potential impact of inflation on real estate and other asset classes, comparing the historical performance of real estate and gold during inflationary periods.

Kerry Lutz and Michael Arries discussed the recent surge in gold and silver prices, attributing it to economic factors such as inflation, political uncertainty, and lack of faith in fiat currency. They predicted that the precious metals would continue to rise in value, with the possibility of gold reaching $10,000-$15,000 an ounce and silver reaching $300-$500 an ounce. The speakers emphasized the significance of the current market conditions in driving the surge and the importance of staying attuned to market trends for portfolio growth. They also explored the historical performance and potential future outlook of gold and silver investments, including the optimal allocation of investments based on the Dow to gold ratio and strategies for capturing gains in free ounces of gold.

Find Michael here: mcalvany.com

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz and Ted Thatcher discussed the concept of "sticky" inflation and its impact on Fed policy. They analyzed the transition from transitory to sticky inflation and the evolving methodologies for calculating inflation. The conversation also touched on the political pressure on the Fed to cut rates, the widening gap between Wall Street and Main Street, and the potential challenges for the average American if inflation continues to rise while job growth slows.

Kerry Lutz and Hurley Fox discussed the advantages and challenges of outsourcing the CFO role for small businesses. They highlighted the impact of technology on remote CFO services and the importance of having trained personnel at the client's location. The speakers emphasized the need for proper accounting procedures and the challenges small businesses face in maintaining clean accounting records.

Kerry Lutz and Eddy Gifford discussed the recent drop in Consumer Confidence numbers and the impact of inflation on individuals, highlighting the anger and dissatisfaction it's causing. They also touched on the low satisfaction rate with the current administration and the impact of inflation on interest rates and the Fed's actions. Eddy Gifford raised concerns about the potential risks associated with the stock market's prolonged highs and emphasized the need for a trader's mentality and diversification into alternative investments.

Ed Siddell breaks down the recent market rebound in May following a challenging April. He discusses how Federal Reserve Chairman Jerome Powell's assurances regarding stable interest rates have temporarily alleviated market fears, contributing to the rebound. However, Siddell points out a significant disconnect between Powell’s optimistic projections and the prevailing economic data indicating stagflation—a scenario combining stagnant economic growth with inflation.

Siddell highlights several key indicators that contradict the Federal Reserve's narrative:

• ISM Manufacturing Index: Expected at 52 but came in at 49.2, signaling economic contraction despite rising prices.
• PMI Numbers: Anticipated to be between 43.2 and 45, they dramatically fell to 37.9, further evidencing economic slowdown.
• Consumer Confidence: Dropped from 104.7 to 97, indicating growing consumer concerns.
• Consumer Sentiment: Forecasted to be between 77 and 79, but recorded just below 68, revealing significant pessimism among the public.
• Producer Price Index (PPI): Continues to show persistent inflation, defying expectations for a reduction to 2%.

Siddell forecasts that Powell might initiate a phase of monetary easing followed by rate cuts as the election approaches, aiming to manage the economic strain. He critiques the Federal Reserve's past misjudgments on inflation and stagflation, suggesting that a reevaluation of their current stance is crucial.

Find Ed here:  egsifinancial.com

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz welcomed Craig Hemke to analyze the recent developments in the precious metals market. Hemke provided insights into the market's breakout before the Fed started to cut rates and emphasized the multiple factors driving the market's performance. They also discussed the potential for a surge in precious metals due to the economy rolling over and the challenges of chart analysis in uncharted territory. Additionally, they anticipated an effort to paint the charts with a double top as a line of defense for banks with short positions, given the all-time high of precious metals.

Financial expert David Stryzewski analyzes the alarming trends revealed in April’s Producer Price Index (PPI) report. The PPI has risen by 0.5%, signaling persistent and escalating inflationary pressures, a sharp contrast to the previous month's 0.1% decline. This marks the first instance since April 2022 that PPI inflation has risen for three consecutive months, showcasing a trend of sticky inflation.

David explains that the year-over-year rise in wholesale costs, which accelerated to 2.2%, points to a future where inflation could significantly overshoot the Federal Reserve's 2% target. The big picture suggests a troubling scenario: inflation is stubbornly high, and the Federal Reserve appears to be losing its battle against it. David warns of the Federal Reserve’s potential move to cut rates to prevent a banking crisis, amidst conditions where "higher for longer" interest rate policies seem increasingly likely.

The discussion also covers the broader impacts of these economic policies, including the significant strain on real estate and small community banks, which are vital for financing small businesses. David highlights the serious implications of rising interest rates on sectors heavily dependent on lending and the potential for recurring bank failures, as indicated by billionaire investor Barry Sternlicht.

Tune in to understand the complexities of the current economic environment, where stagflation is not just a possibility but a growing reality, and explore the difficult choices facing policymakers in this critical juncture.

Find David here: FedBubble.com

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz and Phillip Streible discussed a range of economic topics. They began by discussing the potential for Fed rate cuts, with Streible suggesting that they may be postponed until the end of the year due to inflation, political considerations, and external economic factors. Lutz expressed apprehension about the potential impact on the markets and questioned whether the Fed's actions may be inadequate in light of current economic indicators. The conversation also touched on the upcoming June meeting, inflation data, and the challenges posed by high interest rates and their impact on consumer behavior and the housing market.

Kerry Lutz and Andrew Einhorn of LevelFields discussed the impact of AI on investment practices, highlighting the system's ability to track and analyze events from thousands of documents per minute to provide forecasts and alerts. The conversation also covers the system's insights on Tesla and the broader perspective it provides for investors. Andrew emphasizes the importance of recognizing discrepancies in prices and earnings to identify opportunities in the market, using examples from the coal and fertilizer industries, defense contracting, and undervalued companies like Giga Cloud and Celsius. He provides an overview of the LevelFields platform, emphasizing its user-friendly approach to investing and the potential for short-term and long-term gains through different investment strategies.

Visit their site @ https://www.levelfields.ai/

Kerry Lutz and John Rubino delve into pressing economic issues, predicting a looming crisis driven by rising mortgage rates and increasing retail store closures. They argue the necessity for significant government intervention, similar to the pandemic-era stimulus measures, to mitigate the economic downturn. The conversation also explores the unique challenges facing retailers, especially in California, where lax laws on shoplifting complicate business operations. Additionally, they discuss the controversial "weaponization" of the criminal justice system, suggesting its impact on social order and business environment. Rubino and Lutz propose radical ideas for government restructuring, such as firing government employees in alphabetical order and maintaining only essential workers during crises. They emphasize the importance of essential services, including police, road maintenance, and waste management, referencing similar strategies from Argentina and El Salvador. Political dynamics also take center stage as they speculate on potential vice presidential candidates for Donald Trump, particularly focusing on Ron DeSantis. They consider how political issues, notably abortion, could influence upcoming elections.

Find John's work here: Rubino.Substack.com

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz was joined by CEO Ivan Bebek of Coppernico Metals for a dive deep into the company's ambitious exploration project. From raising over $100 million to the strategic preparations for drilling, Ivan shares the challenges and milestones of Coppernico's journey.

It’s been years in the making but the company has achieved the required community support and now has the necessary permits to begin aggressive drilling at the Sombrero project. As Ivan states, community support must be earned, and the company’s initiatives will carry on long after mining has finished.

There were numerous hurdles along the way, not the least of which were the pandemic related shutdowns. But Coppernico persevered and now drilling and a coveted TSX listing will be happening soon. Ivan also introduced Tim Kingsley, VP of Exploration, highlighting the team's expertise along with the strong funding from major miners. Clearly this is a case of playing the long game, staying focused upon the ultimate goal and never giving up. Coppernico’s prospectivity is impressive and we hold shares in the company.

Company website: https://coppernicometals.com

Kerry Lutz and Elliot Kallen discussed a range of topics, including the influence of AI on businesses, the economic cycle and its potential impact on interest rates, and the potential ramifications of autonomous vehicles on various sectors. They explored the potential disruptions and job losses that AI could bring, particularly in the transportation and writing industries, while also highlighting the positive aspects of AI, such as increased efficiency and convenience. They also discussed the potential impact of AI and Bitcoin mining on energy consumption, emphasizing the significance of these factors for the future of energy utilities.

Kerry Lutz and Aaron Clements discussed the digital nomad lifestyle, highlighting its advantages and challenges. They talked about the freedom and independence it offers, as well as the potential loneliness and need for adaptability. Aaron provided valuable advice for those considering this lifestyle, emphasizing the importance of pursuing work that aligns with their passions and understanding their essential needs while traveling. He also promoted his book, "From Desk to Destination," which provides a comprehensive guide for transitioning to the digital nomad lifestyle, including practical tips, mindset strategies, and insights on maximizing resources and opportunities.

Find Aarons book here: From Desk to Destination

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz interviewed Mark Miller about his book, "The Tax-Free Business Owner," which offers over 130 tax mitigation strategies. Miller emphasized the importance of proactive planning to reduce taxes and highlighted the need for formalized tax plans and working towards a zero tax bracket. The conversation also covered the significance of trusts and wealth strategies in minimizing taxes and building wealth, as well as the importance of estate planning and utilizing advanced investing strategies from the Hilton True Wealth portfolios. Miller also shared information about an upcoming book that will delve into the advanced investing strategies utilized by the Hiltons.

Find Mark here: hiltonwealth.com

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz and Jeremy Lessaris discussed cost reduction in credit card processing. Lessaris explained his method of using machine learning to assess the profitability of current processors and negotiate lower fees without requiring businesses to switch processors. He emphasized the importance of regularly reviewing processing statements as pricing can change unpredictably.

Kerry Lutz and Ron Koenigsberg discussed various topics related to personal and business growth. They talked about the evolving real estate market and the importance of effective sales skills, emphasizing the significance of active listening, positive thinking, and enthusiasm. The conversation also touched on overcoming fear, particularly the fear of failure and public speaking, and the challenges of managing text messages. The speakers shared personal experiences and insights, highlighting the relevance of communication, resilience, and personal growth in achieving success in various aspects of life and business.

Find Ron here: aipcommercialrealestate

Find Kerry here: FSN and here: inflation.cafe

Kerry Lutz and Morgan Lerette discussed various topics related to the challenges and complexities of military engagements in Iraq. They explored Lerette's experiences as a mercenary, the difficulties of nation-building, the challenges of providing support in a self-interested environment, and the historical and contemporary role of private military contractors. The conversation shed light on the lack of coordination between different agencies, the limitations of General Petraeus' strategy, and the difficulties of instilling democratic values in societies where tribal loyalty takes precedence. They also discussed the potential impact of private military contractors on political decision-making and the need for greater scrutiny and regulation in this area.

Kerry Lutz and Mindy McIntosh discussed the implications of the 1.6% annual GDP growth in the first quarter, including the potential effects of rate cuts on mortgage interest rates and CD rates. They also highlighted the importance of consumers having a well-diversified financial plan to combat the erosion of purchasing power due to inflation. The discussion also touched on concerns about the sustainability of the current economic path and the need for a wake-up call to pull back from the brink.