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

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