Episode
Sticky Inflation, Fed Traps and Gold - Mathew Tuttle
- Published
- Sep 14, 2026
- Duration seconds
- 931
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Summary
In this episode of the Financial Survival Network , host Kerry Lutz is joined by Matthew Tuttle of Tuttle Capital Management to break down the latest troubling economic indicators. Opening with a personal story about soaring everyday prices, Lutz sets the stage for a discussion on stubborn inflation, highlighted by recent PCE numbers rising at 3.7% against the Fed’s 2% target. With GDP slowing to 1.5%, Tuttle outlines the sticky position this creates for the Federal Reserve and incoming Chair Kevin Warsh as they head into Jackson Hole and upcoming FOMC meetings. The duo explores the political pressure on the Fed to cut rates, the treasury market interventions by the Treasury Department, and why the long-dormant "bond vigilantes" may force interest rates higher regardless of central bank policy. Turning toward actionable investment strategies, Tuttle argues that traditional 60/40 portfolios and long-duration bonds are currently uninvestable in an inflationary environment. Instead, he shares Tuttle Capital’s unique approach to modern portfolio construction: balancing high-upside AI "bottleneck" stocks with "Halo" (heavy asset, low obsolescence) value companies and century-old "Lindy" stocks. He highlights tactile assets like gold and silver—noting key technical signals for silver at $70 and $75—alongside cryptocurrency and property and casualty (P&C) insurance stocks, which he utilizes as higher-upside, zero-benchmark bond substitutes. Find Matthew here: https://www.tuttlecap.com/ Find Kerry here: https://khlfsn.substack.com and here: https://inflation.cafe All Kerry's books are available here: Amazon Bookstore 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