Kerry Lutz and Dale Smothers break down the Fed’s latest decision to hold rates and what it really signals beneath the surface. With inflation still sticky, oil prices elevated, and the labor market holding strong, they explain why the Fed may be stuck—and what that means going forward.

From there, the conversation shifts global. Rising geopolitical tensions and energy dynamics are reframing America’s position, with a growing focus on domestic production, nuclear expansion, and long-term energy security. They also dig into the strain from AI-driven data center demand and the surprising infrastructure challenges starting to emerge.

On the investment side, Dale lays out a clear strategy—leaning into consumer strength, favoring tech and utilities, and balancing portfolios between risk-on and defensive positioning. He also shares how options can be used right now to generate income and protect against near-term volatility.

This is a forward-looking conversation connecting Fed policy, global power shifts, and market strategy—giving you a clearer picture of where things may be heading next.

Find Dale here: https://rdsmotherswealth.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

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe