{"podcast":{"title":"Financial Survival Network","slug":"financial-survival-network-848654","podcast_index_feed_id":848654,"rss_url":"https://www.spreaker.com/show/3244966/episodes/feed","website_url":"https://www.spreaker.com/podcast/financial-survival-network--3244966","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/06031a3df6f8b8ff9c1f1a33d49d1a3f.jpg","author":"Kerry Lutz","episode_count":1000,"summary":"A show about how to thrive in the New Economy. It's All About What's Next!","last_synced_at":"2026-09-12T00:17:07.159503+00:00","page_url":"https://stenobird.com/podcast/financial-survival-network-848654"},"episode":{"title":"Is the Summer Market Pullback Here? - Jim Welsh #6404","slug":"is-the-summer-market-pullback-here-jim-welsh-6404","published_at":"2026-07-01T12:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-survival-network-848654/is-the-summer-market-pullback-here-jim-welsh-6404","show_page_url":"https://stenobird.com/podcast/financial-survival-network-848654","url":"https://www.spreaker.com/episode/is-the-summer-market-pullback-here-jim-welsh-6404--72770088","audio_url":"https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/72770088/jim_welsh_live_6_17.mp3","summary":"Are we on the verge of global peace, or is the market pricing in a reality that doesn't exist? Kerry Lutz sits down with macro analyst Jim Welsh of Macro Tides to dissect the massive shifts rocking the global economy. While the mid-month geopolitical headlines sent oil prices down and stocks into immediate fragmentation, Jim issues a stark warning that the market is celebrating too early. He details a looming oil supply shortfall over the next six months that could trigger a major \"oh sh*t\" moment for investors, potentially spiking crude back to $150–$200 a barrel. The duo also breaks down the reality of EV demand destruction, upcoming midterm election risks, and why current tech valuations—including the rumored Tesla/SpaceX merger—closely mirror historic market bubbles like RCA in the 1920s and Amazon in 2000. For investors trying to navigate late-summer volatility, Jim's technical breakdown on equities and precious metals reads like an active playbook. He predicts a looming 5% to 7% pullback for the S&P 500 by July and August, followed by a massive rally above 8,000. Meanwhile, gold and silver bulls might need to brace for impact; Jim explains why gold's current \"Wave 4\" correction isn't over yet and could temporarily drag prices below $4,000 before its next explosive leg up. Tune in to get the macroeconomic reality check you need to insulate your portfolio. Want a deeper look at the charts? Find Jim here: https://www.macrotides.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 Selle…","meta_description":"Are we on the verge of global peace, or is the market pricing in a reality that doesn't exist? Kerry Lutz sits down with macro analyst Jim Welsh of Macro…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1635,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-survival-network-848654/episodes/is-the-summer-market-pullback-here-jim-welsh-6404/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-survival-network-848654/is-the-summer-market-pullback-here-jim-welsh-6404.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}