$20 Billion a Week — What Could Go Wrong? - Michael Pento #6372

In this interview, Kerry Lutz speaks with Michael Pento about how liquidity may already be expanding by as much as $20 billion per week, quietly pushing the Federal Reserve's balance sheet back toward $7 trillion — despite continued claims of tight policy. He warns that the next recession could bring massive deficits in the $4–6 trillion range, potentially forcing the Fed to become the primary buyer of U.S. debt once again. If that happens, inflation may not be accidental — it could be the result of outright monetization. Pento also points to historically extreme valuations in stocks and housing, suggesting markets may need a significant reset to return to long-term norms. He believes gold remains in a long-term bull market and could accelerate higher as recession pressures mount and monetary expansion increases. Pento outlines a defensive approach that includes holding physical gold, adjusting liquidity as conditions change, and watching credit markets for early signs of stress. These long-term cycles are explored in The Armstrong Economic Code — and understanding them may help investors prepare for what comes next. Find Michael here: Find Kerry here : and here: Kerry's New Book " The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon! Get your copy here: " The World According to Martin Armstrong – Conversations with the Master Forecaster" is a Best Seller on Amazon. . Get your copy here:

You can listen to $20 Billion a Week — What Could Go Wrong? - Michael Pento #6372 online on Radio and Podcast. Open the player on this page to stream the available audio.

$20 Billion a Week — What Could Go Wrong? - Michael Pento #6372 is an episode from Kerry Lutz's--Financial Survival Network by 8910 LLC.

This episode is 29:13 long.

This episode was published on Feb 23, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Kerry Lutz's--Financial Survival Network when more episodes are available from the podcast feed.