26 APR 2024 · Kerry Lutz and Dennis Tubbergen discussed various economic challenges and potential responses from the Federal Reserve. They explored the concept of stagflation and its potential presence in the current economic environment, as well as the need for significant budget cuts to address economic challenges. The speakers also expressed concern about the potential downturn in the housing market and the challenges facing the commercial real estate market, including high interest rate resets on loans and the exodus of companies from urban areas. They also touched on the broader implications of failing states and cities, leading to a discussion about potential secession movements and political realignment in the United States. The conversation also delved into the implications of currency devaluation and the potential impact of printing money. Tubbergen advocated for tangible assets like silver, gold, and agricultural real estate as a safeguard against currency fluctuations. The speakers also discussed the potential introduction of central bank digital currencies and the challenges of transitioning to a cashless economy. The section concluded with Tubbergen sharing information about his book and Lutz providing contact details for further inquiries. Overall, the meeting provided a comprehensive discussion of various economic challenges and potential responses, with a focus on the impact of Federal Reserve policies on the economy and financial markets. Find Dennis here: http://www/revenuesourcingbook.com Find Kerry here: http://www.kerrylutz.com and here: https://inflation.cafe  

25 APR 2024 · Kerry Lutz and David Stryzewski discussed various economic topics, including the recent Bitcoin halving and its effects on the market, the potential application of halving to address U.S. debt and inflation, the current economic climate, and the potential of U.S. oil production. They highlighted the need for patience and a focus on supply and demand dynamics, as well as the potential regulatory hurdles and geopolitical risks that could impact the market in the long term. The discussion underscored the need for a strategic and proactive approach to navigating the complex economic challenges ahead, advocating for responsible policies to support sustainable growth. Find David here: https://myspg.com Find Kerry here: https://www.financialsurvivalnetwork.com and here: https://inflation.cafe 

24 APR 2024 · Kerry Lutz and Nader Shariff discussed the investment potential of Detroit real estate, highlighting the city's low entry price point, strong rental returns, and ongoing redevelopment efforts. They also addressed the risks involved in investing in Detroit, such as dealing with nonpaying tenants and the challenges of maintaining older properties. The conversation also touched on the potential for further price increases and the current opportunities for investors to enter the market. Additionally, they discussed the unemployment situation and the growth of new businesses in Detroit, particularly highlighting the impact of companies like Rocket Mortgage in providing employment opportunities. Overall, they expressed hope for the city's resurgence and encouraged engagement with their organization. Find Nader here: https://www.investinupside.com/about.html Find Kerry here: http://www.kerrylutz.com and here: https://inflation.cafe

23 APR 2024 · Kerry Lutz and David Marra discussed the impact of AI on quantitative investing and the financial industry. They explored the use of generative AI to handle vast amounts of data and extract valuable insights, highlighting the remarkable implications and rapid evolution of the AI revolution. The conversation also touched on the sustainability implications of AI processors for electrical infrastructure, expressing concerns about the substantial energy requirements of data centers and the potential need for additional power sources. Additionally, they discussed the implications for discretionary and systematic managers, emphasizing the importance of staying abreast of technological changes to remain competitive in the finance industry. Find David here: https://markinfunds.com/about   Find Kerry here: http://www.kerrylutz.com and here: https://inflation.cafe      

22 APR 2024 · We met with West Red Lake Gold’s (🇺🇸WRLGF -- 🇨🇦WRLG new sponsor), CEO and President, Shane Williams. He is a true mine builder, having brought 5 prior mines online. He highlighted his action-oriented approach and the strategic decision to join WRLG, attracted by its incredible potential. Shane revealed the latest drill results from the Madsen mine’s South Austin Zone, intersecting 68.36 g/t Au over 1.1m and 13.83 g/t Au over 3.95m. He has assembled one of the most solid teams in his experience, explaining how these moves have given WRLG the ability to start producing in Q4 ‘25. Discussing the primary focus on the Madsen mine, once valued at $1 billion, Shane provided insights into the timetable for restarting production and the steps he’s taken to mitigate inflation impacts on project costs. He’s still surprised by the company’s good fortune in acquiring the existing mill and infrastructure (for just pennies on the dollar) noting that replacement costs are north of $700mm. Following the previous management's inability to acquire profitability, he’s busy capitalizing upon this once in a lifetime opportunity. He commented on the continued excellent drill results, the strategic challenges ahead, and the catalysts for success. With current gold prices holding strong, Shane is excited by the positive impact on WRLG’s economics as well as the broader industry. Highlighting recent successful funding efforts, Shane contrasted WRLG’s position with peers who have struggled to survive, underscoring key strategies for maintaining operational momentum. For these reasons we have taken a position in WRLG.  Visit the company’s website @ https://westredlakegold.com and sign up to receive updates of for the exciting developments in the coming months.

22 APR 2024 · Kerry and John Grace discussed the changing role of utilities in the context of electric vehicles and artificial intelligence trends. The speakers emphasized the need for increased stations and the limitations of solar and wind power. They also explored the potential of battery power to stabilize the grid and address the challenges faced by millennial first-time homebuyers. The conversation provided insights into the changing landscape of utilities and real estate, shedding light on the implications for both industries in the current market. John and Kerry also discussed the significance of consumer age in shaping buying and selling behavior, drawing attention to the historical trends in home purchasing and the age at which individuals typically make significant property investments. The speakers highlighted the impact of life expectancy on housing market dynamics, emphasizing the need for forward-looking asset management strategies. The discussion also delved into the challenges of selling a property that has doubled in price, with considerations for relocation and the financial implications. Overall, the conversation emphasized the importance of being prepared for market fluctuations and making strategic decisions to safeguard assets. Find John here: https://www.westlakefinancialadvisors.com/team Find Kerry here: http://www.kerrylutz.com and here: https://inflation.cafe 

19 APR 2024 · Eric Mangold and Kerry Lutz discussed the importance of reevaluating the traditional retirement age of 65 and having a clear plan for life after work. They explored the reasons behind the shift in retirement trends and the impact of increased life expectancy on retirement decisions. The conversation also delved into the significance of staying mentally and physically active during retirement to avoid depression, and the role of caregiving in providing purpose and activity for retirees. Additionally, they highlighted the importance of avoiding excessive news consumption and maintaining a healthy lifestyle during retirement. Find Eric here: https://www.emangold.com/team/eric-mangold Find Kerry here: http://www.kerrylutz.com and here: https://Inflaton.Cafe

18 APR 2024 · The meeting covered a range of financial topics, including declining credit scores, evolving pricing strategies of retail stores, student loan debt, housing market concerns, psychological and societal factors in financial decision-making, budgeting for groceries, and debt repayment and financial planning. Speakers emphasized the need for individuals to take control of their financial situation by cutting expenses, accelerating debt elimination, seeking help from financial planners, and making deliberate financial choices. They also highlighted the importance of addressing high-interest credit card debt, conducting an insurance protection audit, and creating a household budget to mitigate the challenges posed by the changing economic landscape. The speakers underscored the pervasive influence of societal pressures, such as advertising and social media, on consumer behavior, and the emotional allure of luxury purchases. They emphasized the need for individuals to confront the reality of their financial limitations and make conscious, disciplined choices about spending. The discussion also touched on the significance of setting and adhering to a budget as a means of maintaining fiscal responsibility in the face of external pressures. Overall, the meeting provided practical insights and actionable advice for improving financial well-being and taking control of one's finances.

17 APR 2024 · Kerry Lutz and Ed Siddell discussed the recent inflation and PPI numbers, expressing skepticism about the government's narrative of a healthy economy and the Federal Reserve's ability to address economic challenges. They also touched on the growing disparity between Main Street and Wall Street, the potential impact of future rate adjustments by the Federal Reserve, and the need for prudent investment decisions. The conversation also explored the potential of commodities such as gold and silver as safe havens, the impact of the halving event on Bitcoin, and the emergence of new investment opportunities in the global market. The discussion briefly touched on the news of OJ Simpson's death, before delving into a detailed analysis of treasury rates and the inverted yield curve. Finally, they discussed the evolving perception of the government and the importance of staying informed through various platforms.

16 APR 2024 · Kerry Lutz and Christopher Willis discussed the various options available for Americans seeking alternative citizenship and residency overseas. They explored the factors driving individuals to consider these options, the differences between residency and citizenship, and the practical implications of holding a second passport, particularly in light of travel restrictions during the pandemic. Willis provided insights into the cost and paperwork involved in obtaining Caribbean and European citizenship, highlighting the trade-offs between cost and speed of acquisition. The conversation also touched on the opportunities and challenges in different regions, the impact of political changes on immigration programs, and the significance of obtaining citizenship in a different jurisdiction for freedom and flexibility. Overall, the discussion emphasized the evolving necessity for the wealthy elite to consider these alternatives as a form of non-traditional insurance or a plan B in uncertain times. Find Chris here: https://www.latitudeworld.com Find Kerry here: http://www.kerrylutz.com and here: https://Inflaton.Cafe