Gold Selloff Is the Trap - Craig Hemke #6382

This interview was recorded live, and it begins mid-conversation as Kerry realizes they're already on air—before diving straight into the real story. Kerry sits down with Craig Hemke to break down the recent gold and silver selloff—and why it may be misleading the market. After a strong run through February, both metals reversed sharply as rate expectations rose, the dollar strengthened, and sovereign selling added pressure. Craig explains why the Fed is likely to prioritize growth over inflation, setting the stage for more money creation and long-term dollar weakness. That shift, he argues, could be the real driver behind gold's next major move. They also dig into silver's evolving role as both an industrial metal and a monetary asset, along with deeper structural issues like derivatives, leverage, and the gold-silver ratio. From Chinese export controls to unusually low COMEX open interest, this wasn't a typical spike—and it may signal something bigger. The conversation wraps with a look at physical demand, central bank buying, and new mechanisms pulling supply off the market, all while algorithmic trading and technical levels continue to shape short-term price action. What looks like a breakdown… may actually be the setup. Find Craig here: https://www.tfmetalsreport.com Find 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

In this interview, Kerry Lutz speaks with Bill Walton about the rapidly escalating conflict involving the U.S., Israel, and Iran—and the high-stakes decisions driving it. Walton reveals how Israeli intelligence penetrated Iran's surveillance systems and why the timing of recent operations may have created a rare opportunity to target the regime's leadership. The discussion explores how those moves may be pulling the U.S. deeper into a widening conflict. They also break down the political divide at home, questioning whether opposition stems from anti-war principles or resistance to executive action without Congress—and how libertarians and Trump critics are reacting. The conversation then turns to risk. Iran's ability to strike asymmetrically, threaten critical infrastructure, and prolong the fight raises serious concerns, even as recent U.S. actions may have weakened its military capacity. With no clear path to regime change, the focus shifts to what comes next: negotiation, escalation, or a prolonged and dangerous standoff. Find Bill here:  https://billwaltonshow.com Find 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  

In this episode, Kerry Lutz talks with Patrick Mueller about how recent central bank policy, commodity swings, and geopolitical tensions are shaping inflation and safe-haven assets. They discuss the Fed's slow pace on rate cuts — now likely pushed into the fall — and what that means for markets. The conversation then turns to precious metals: Kerry and Patrick describe recent gold and silver pullbacks as normal corrections after a strong rally, noting renewed interest is expected as industrial demand and global uncertainty persist. They also examine how soaring oil prices and disruptions to shipping routes are feeding through to consumer inflation, and review U.S. foreign policy moves in Panama, Venezuela, and Cuba, plus the pressure on China and shifting alliances that could reshape global energy flows. Find Patrick here:  https://bellaadvisors.com Find 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

Markets are under pressure, and cracks are starting to show. In this live discussion, Kerry Lutz and Adam Taggart dive into the forces quietly stressing the system—from soaring oil prices to hidden strains in private credit. Mid‑sized "zombie" firms may be most at risk, and opaque securitization practices are leaking risk into public markets. They break down precious metals, debating whether silver's sharp moves undermine the long-term bullish case. Adam argues that unprecedented physical demand, central bank purchases, and industrial needs set this cycle apart from 1980 and 2011, while also highlighting selective entry opportunities amid volatility. The conversation closes on AI, where rapid deployment across government and industry is exposing inefficiencies and threatening white-collar jobs faster than repurposing paths can catch up. Listeners get a clear picture of the intersecting risks shaping markets today—and why the system may be more fragile than it appears. Tune in to see why these forces could shake markets—and what you can do now. Find Adam here: https://thoughtfulmoney.com Find 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

In this episode, Kerry Lutz sits down with retirement expert Joe Schmitz, who introduces his niche client segment he calls the "2% Club", and reveals the hidden rules his top clients follow — retirees who have both a pension and $1 million or more in savings. The name reflects the intersection of fewer than 20% of retirees holding pensions and fewer than 10% reaching millionaire status. Typical members include retired military, federal and state employees, police officers, and firefighters. Schmitz explores the unique planning challenges this cohort faces, from pressures on public pension systems due to increased life expectancy to concerns about pension solvency. He highlights practical strategies such as electing lump-sum pension payouts when available and tax-aware planning. He also provides insights into the mindset of his clients, describing them as diligent, frugal savers often hesitant to increase spending, and points listeners to additional resources including PeakRetirementPlanning.com, his book Midwestern Millionaire, and other related tax-planning tools. This discussion offers valuable guidance for high-net-worth retirees and those approaching retirement who want to protect their savings and make informed decisions in a changing financial landscape. Find Joe here: https://peakretirementplanning.com Find 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

Kerry Lutz and Jim Welsh discuss how sustained high oil prices could impact the global economy, noting that the duration of elevated prices matters far more than short-term spikes. They examine recent market reactions to oil moves, regional supply risks such as Qatar's natural gas force majeure, and why stronger U.S. production today may provide more economic insulation than during the 2008 energy shock. The conversation also places current energy prices in historical context, explaining why a true 1970s-style crisis would require dramatically higher oil prices. They then turn to precious metals, where Jim outlines gold's recent parabolic rally and sharp correction. While the pullback may continue in the short term, he believes it could ultimately set the stage for the next leg higher in the longer-term bull market. The discussion closes with a look at AI and market structure risks. Massive hyperscale spending on artificial intelligence is expected to boost GDP this year, but it may also distort market psychology and push equity valuations higher than fundamentals justify. At the same time, that spending could reduce corporate buybacks as companies redirect cash flow toward AI infrastructure. With technical cracks appearing in the S&P, the group notes that downside risks for equities may be building. Find Jim here: https://www.macrotides.com/ Find 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  

In this episode, Kerry Lutz talks with Matthew Tuttle as he shares his contrarian investing philosophy and explains why traditional hedges often fail. They discuss how human emotion, AI, and ubiquitous data are reshaping markets, and outline real ways investors can protect their portfolios. Tuttle also previews his new "no-bleed" tail-risk ETF, ONO, and other innovative ETFs coming soon. Find Matthew here: https://www.tuttlecap.com/ Find 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

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.com Find 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

In this interview, Kerry Lutz speaks with Mark J. Quann about recent market performance and why US stocks have lagged global markets despite what he views as a still-strong economy. He points to rising wages and increasing energy independence as key factors supporting long-term growth. Quann outlines the "buy, borrow, die" strategy — a tax-focused approach built on owning assets like stocks, ETFs, real estate, crypto, life insurance, and precious metals. Instead of selling assets and triggering taxes, he explains how borrowing against a portfolio can provide access to cash while keeping investments intact. He also shares practical steps for getting started, including small automated contributions and using margin loans through platforms like M1 Finance. Covered-call and commodity ETFs are discussed as potential income and inflation hedges, along with the long-term tax advantages of holding appreciating assets. Find Mark here: https://www.theperfectportfolio.com Find 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

In this interview, Kerry Lutz speaks with Rick Rule about why he sold 80% of his physical silver — and why the move isn't bearish. Rick explains that once silver stopped being a "hated" asset, the opportunity changed, leading him to redeploy capital into high-quality silver equities with strong upside if prices remain steady. Rick discusses the nature of precious metals bull markets, where sharp rallies are often followed by steep corrections. He explains why volatility shakes out unprepared investors and why popular silver narratives — including claims about large shorts like JPMorgan Chase — often distract from the basic arithmetic that ultimately drives markets. The conversation also looks at the bigger monetary picture. Rick believes the U.S. dollar could lose significant purchasing power over the next decade, with conditions similar to the 1970s. Precious metals may continue to appreciate over time, but investors should expect a volatile path with multiple corrections along the way. Rick also introduces the upcoming Living the Silver-Backed Lifestyle Report, which focuses on measuring purchasing power instead of price — showing what silver has bought in the past, what it buys today, and how precious metals have helped preserve wealth through inflationary cycles. Find Rick here: https://www.ruleinvestmentmedia.com Find 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