Kerry Lutz interviewed Ryan Floyd, an experienced investment fund manager, who shared his investment philosophy focused on smaller, lesser-known companies often overlooked by mainstream investors. With nearly two decades in the industry and extensive travel experience, Ryan emphasized the importance of seeking unique opportunities in international markets, particularly highlighting India's economic landscape. He discussed the challenges posed by bureaucratic hurdles and judicial inefficiencies in India, while also noting the hardworking population and positive demographic trends that could drive consumer demand.

Ryan cautioned that excessive debt could impede economic progress, drawing parallels to past crises. He stressed the significance of understanding local political systems for global investing and advocated for a cautious approach, contrasting the innovation in U.S. markets with the older companies dominating many international funds.

Find Ryan here: https://www.barkacapital.com

Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5

Kerry Lutz and Andrew Horowitz break down the latest market trends, from record highs to standout sectors like small modular reactor stocks, which have surged 170–200% recently. Andrew explains the true scale and investment potential of these reactors despite logistical hurdles. The conversation explores the impact of foreign investors, FOMO-driven behavior, and shifting consumer habits—such as the move from premium brands to budget-friendly picks.

They highlight recovery plays like Wingstop, storm season optimism for Generac, and ongoing interest in gold, silver, and platinum. In tech, Andrew names AI leaders like Nvidia and Microsoft, shares doubts about Google, and analyzes media narratives around Tesla and Elon Musk.

The episode wraps with a look at crypto, favoring Ethereum over Bitcoin as a national currency, while calling out the political entanglements in digital assets.

Find Andrew here: https://thedisciplinedinvestor.com

Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. .

Get your copy here: https://amzn.to/4kuC5p5