Shaun Newman Podcast

#996 - Martin Armstrong

Feb 5, 2026
Martin Armstrong, founder of Armstrong Analytics and creator of the Economic Confidence Model, is a longtime economic forecaster who has advised governments and banks. He discusses long-range cycles, geopolitical impacts on currencies and metals, Alberta independence and currency ideas, and why loss of confidence—not inflation—drives gold and silver moves.
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ANECDOTE

Called In To Write A Peace Plan

  • Martin Armstrong was asked to write a peace plan for Russia and used his back channels to place it on Putin's desk.
  • He later received a letter from Trump thanking him for the contribution, confirming it was sanctioned.
ANECDOTE

Film Suppression And Prison Isolation

  • Martin recounts extreme efforts taken to suppress the film about him and interference while he was imprisoned.
  • He describes being put in isolation and then released after congressional inquiries intervened.
INSIGHT

Why Centralized Policy Breaks Regions

  • Centralized monetary policy fails because regional economies need different interest-rate responses.
  • Armstrong traces this to the Fed's original regional branches and criticizes one-size-fits-all policies.
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