Trump s Plan To FLOOD The Stock Market ACT NOW

Folks, the Trump administration just launched the single biggest cash injection since COVID, and it's going all throughout the U.S. financial system right now, and they are signaling that more is to come. So why is this happening? Well, as this Iran war spreads, the government is increasingly worried about economic impacts and financial instability, and so they are deploying waves and waves of capital, backstopping the financial system, injecting financial stimulus, managing sentiment, and as we go into the coming weeks and months, they're preparing for what could be the biggest liquidity wave ever. Right now, with a hot war in the Middle East and oil threatening to blow up the economy, as well as massive supply chain issues that are a result of this Middle East war, well, the same tried and true playbook is being played out again. Every war, every crash, every pandemic results in the same thing, endless money printing, and this time is no different. And so in today's video, we're going to break down exactly what you need to know, how to prepare, and how to position yourself to come out ahead. And then it's going to be time for our sponsored segment on AVAX One Technology, ticker symbol AVX. On the Nasdaq, they're building what could be the first publicly traded institutional grade vehicle, giving pure play exposure to the avalanche ecosystem. They've already attracted backing from advisors, including Anthony Scaramucci of Skybridge Capital and Brett Tejpal of Coinbase Institutional, and they're targeting the $4 trillion tokenized asset market that's projected to emerge by 2030. I'll present the company and why you may want to begin your due diligence on it. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, let's get to work. So before we get into Iran, I want to talk about the long-term context, because we've been in many crises and we've seen very similar playbooks play out each time. So if you go back to 2008, the global financial system is on the brink of collapse. What does the government do? What does Uncle Sam do? Well, they create TARP, a $700 billion emergency bailout fund measure. At the same time, the Fed launches quantitative easing for the first time in U.S. history, buying up mortgage-backed securities and treasuries by the trillions. The Fed's balance sheet, which had been roughly $900 billion for decades, explodes to over $2 trillion almost overnight. Then COVID hits in 2020. The economy locks down. What does the government do? Well, they go and they print $5 trillion. The Fed's balance sheet goes from $4 trillion to nearly $9 trillion in two years. Congress passes stimulus check after stimulus check. The Fed drops rates to zero and buys anything that moves. The S&P 500, which crashed 34% in March of 2020, roared back to all-time highs by August four months later and then kept going on for another two years. And obviously, you know where it's at today. Now look further back. World War II, the U.S. ran deficits of up to 30% of GDP to fund the war effort. The Fed was formally subordinated to the Treasury, holding rates artificially low while the government printed money to finance the fight. What about Vietnam? More deficit spending, more money creation, which contributed directly to the inflation crisis of the 1970s. If you look at the Gulf War of 1991, that triggered emergency liquidity measures. The Iraq War in 2003 launched alongside the largest rate-cutting cycle the Fed had run in 20 years. So the pattern is always the same. Crisis hits. Markets wobble. Governments print, and Wall Street that bought the dip makes out like bandits, while everyday folks in the economy end up holding the bag because they're holding cash that gets devalued and they're told to sell out of all their assets because, well, the sky has fallen. Now this is not a conspiracy theory. It's just history. And you could see this play out again and again and again. And this time, folks, it's no different. If anything, this trend has become even more true. So as you know, on February 28th, President Trump announced that the U.S. military had launched what he called major combat operations in Iran. Oil surged. Uncertainty spiked. The Strait of Hormuz, the waterway that funnels roughly 20% of the world's entire oil supply, effectively shut down as tanker traffic stalled under the threat of Iran in retaliation. Iran then hit back. Missile and drone strikes targeted the UAE, Kuwait, and other Gulf nations. The U.S. embassy in Riyadh was hit, embassies in Saudi Arabia and Kuwait closed entirely. And this alone is enough to bring down the global economy. And so Wall Street started coming out with the same question that it always asks during a crisis, which is, when is the bailout coming? When is Uncle Sam going to step in? Uncle Sam is not disappointing. The U.S. government has already begun deploying three separate tools to prop up the market. Tool number one, the tanker insurance play, which is essentially government risk absorption. So on Tuesday afternoon, President Trump posted on Truth Social that the U.S. Development Finance Corporation would provide political risk insurance and guarantees for the financial security of all maritime trade, especially energy through the Gulf. He also promised U.S. Navy escorts through the Strait of Hormuz if necessary. So think about what this actually is and what it actually does. The U.S. government is effectively absorbing private sector risk, backstopping global trade with taxpayer resources. Basically the same mechanism as FDIC deposit insurance, the same mechanism as TARP, that again with the 2008 bailouts, the same mechanism as the Fed's emergency lending facilities in 2020. When private capital won't move, the government steps in, takes the risks on to its own balance sheet and the market stabilizes. And after this was announced, you saw a big buying spree in the stock market. Tool number two, the $140 billion stimulus already in the pipeline. So here's the layer that most people aren't connecting to Iran at all. The one big beautiful bill ACT signed into law in July of 2025 is still delivering $140 billion in consumer spending stimulus into the economy this year. Think of America's latest analysis shows the real spending surge hasn't even hit yet. But it's coming in Q2 because it's showing up as lower tax liabilities rather than refund checks. So right as this war is threatening to kneecap consumer confidence and consumer sentiment, well, there's $140 billion in government created demand queued up to offset it. The government is manufacturing demand that the private market isn't generating on its own. Tool number three, the peace signal leak. By Wednesday morning, a report hit that Iran had indirectly approached the U.S. to begin negotiations. At that point, the Nasdaq shot up about 1.4%, the S&P gained nearly 1%. And this is really the third lever that the government is using right now. It's information management, it's sentiment control, strategic leaks, and signals that the situation is under control designed to prevent panic selling before it becomes self-fulfilling. It's not printing money directly, but it's doing the same job. It's buying time for actual capital injections to work. It's buying market stability. It's buying financial confidence. Whether this peace signal is real or it's a BS leak, the fact is the government has shown again and again that they're willing to use tool after tool after tool to support financial markets. Whether that's direct printing, whether that's buying companies in the market, or whether that's leaking news or statements that increase confidence in markets, well, the government's willing to go very, very far to support them. Okay, now here's where this gets important because the Iran war has created a very specific macro dynamic that almost guarantees more fiscal stimulus, not less. You see, this new war is spiking oil prices like crazy. It's important to understand that wholesale inflation, the PPI, was already at 3.6% year over year before any of this even happened. So now you've got a whole energy shock layer to expect to build on top of this. Former Treasury Secretary Janet Yellen put it plainly this week. She said the Iran situation puts the Fed even more on hold, even more reluctant to cut rates. Minneapolis Fed President Kash Ghari, who had supported at least one rate cut this year, said this week that he now needs more data before committing to buying anything. Future markets have essentially priced out any cuts before September. So the situation right now is completely changing Fed expectations. But don't expect the stimulus to not come. If you look at history, when the monetary printer becomes unavailable, the fiscal printer starts printing on overdrive. Monetary being the Fed, fiscal being the White House, the Congress, the Treasury Department. This has happened every single time in history when inflation has constrained the Fed's ability to cut. When the Fed can't ease, politicians compensate with spending. Stimulus checks, infrastructure bills, defense contracts, tax cuts, war spending, it all flows in the same direction. Into the economy, inflating asset prices, and ultimately into corporate earnings. So right now the Fed's hands might be increasingly tied, but the Treasury's aren't. With an active war and an election cycle pressuring politicians to keep the economy afloat, well don't bet on Washington turning off the money printer any time soon. So bigger picture, why is the stock market set to benefit long term from all of this? Well, because at the end of the day, through one mechanism or the other, all of this military action is going to cost tons and tons of money. And the way that it's going to be financed is through money printing. That money printing is going to destroy the earned purchasing power of the everyday people. And that purchasing power is first going to go to the government that they're going to spend, and then it's going to make its way into assets. And so folks that are positioning in assets are going to be the ones that are ultimately going to reap the benefits. And after every major war stocks have recovered, Carson Group analyzed 40 major geopolitical events over 85 years and found that the S&P 500 averaged a 3.4% gain in the six months following those events. Now the reason, again, it's very simple and it's very straightforward. When you print trillions upon trillions of dollars, those dollars have to go somewhere. They don't just evaporate. They flow into assets, real estate, stocks, commodities. The purchasing power of the dollar declines, but the nominal price of stocks go up. And the best way to both protect yourself and come out ahead is to buy the right assets. And this is really the uncomfortable truth of modern markets. The system is literally engineered to funnel crisis response money into equities. It happened in 2009, it happened in 2020. And if you look at who got rich after both of those, well, it was people that held the top equities in the stock market. And it's happening again right now, right in front of us. So let's go through three different scenarios and how I see them playing out. Scenario one, a quick resolution. So say the conflict wraps up in weeks. If the Strait of Hormuz reopens, oil comes back down, the inflation threat fades, and the Fed resumes cutting later this year. In this scenario, you've got the one big beautiful bill stimulus hitting in Q2. You got defense earnings booming and a Fed eventually cutting into a recovering economy. Historically, this is the setup for a very strong second half of the year. The money that was printed to manage this crisis then becomes fuel for the next leg up. This is the cleanest, most immediate bull case. Scenario two, prolonged conflict, which is a hard asset bull market and a long-term everything bull market. If the war drags on for months, Brent crude could test $110 plus per barrel forecast that like Goldman, for example, had of 2% inflation per year. Well, that's going to be blown up. It's going to be way worse. You'll get a stagflationary squeeze, inflation running hot while growth slows. But here's what most people will miss. This isn't going to be a bear market. It's going to be a different kind of bull market, rotate into things that actually benefit from inflation, energy, infrastructure, defense contractors, gold, real assets. You'll continue to see the trend there. And then a lot of the high multiple growth stocks are going to see further sell-offs because inflation will be hot, which means rates have to stay higher for longer. And that means that you're going to get even better deals on growth stocks. Obviously, this isn't my favorite situation, but something that you have to consider. And bigger picture in this scenario, it's actually not bad long-term if you're an equity holder because guess what? The longer the conflict runs, the more governments are going to be forced to print to offset the economic damage. And that liquidity isn't just going to disappear. It's going to accumulate. So when the war eventually ends, you're not just going to get a relief rally. You're going to get a relief rally on top of a massive liquidity base that's been building for months. So essentially, this is a situation where the melt-up is delayed, but it could be larger in magnitude than the quick resolution. Scenario three, regime change chaos. You could call this a generational super cycle. So as you know, the Ayatollah is dead. The leadership vacuum in Tehran is unknown. If a hardline successor escalates, or if there's prolonged instability inside Iran itself, the uncertainty premium in oil and defense isn't just going to fade away here. It's going to become a structural feature of markets for years. And in this scenario, governments don't print money once. They print it at an outsized pace for years. Every quarter of uncertainty triggers more fiscal intervention, more defense spending, more energy infrastructure investments. And hard assets don't just have a good year, but they ultimately enter a genuine multi-year super cycle. In this situation, the U.S. might not be as deeply involved in Iran, but the prolonged uncertainty keeps a lot of the energy commodities and supply chains at risk. So it still requires a lot of spending, a lot of printing, and it still comes with complications in terms of oil and supply chain. Bigger picture, nobody can tell you exactly what's going to happen in this war. However, what we can see from looking at history and looking at long-term data is that the bigger and longer a conflict, the bigger and longer the rally that comes after. The bigger the crisis, the bigger the uncertainty, the more people panic, and the more money that's printed, well, the more upside there is if you're an asset owner. So these are things to think about, because I know if you're watching the Financial Meter right now, they're saying the exact opposite. They're saying that anytime there's any kind of uncertainty you need to sell, sell first, ask questions second. And then their friends go and they buy the dip. And by the time all of your questions are answered, well, guess what? Stocks have gone up way higher. That's the game and that's the scam that Wall Street has been playing for decade after decade and crisis after crisis. And my job is to make sure that you don't fall for that scam. Okay, so let me give you a checklist of things to watch over the coming weeks. So for starters, watch oil and the Strait of Hormuz. This is the single most important variable. Brent at $80 to $85, maybe even $90 is manageable. Brent above $100 is where the money printing playbook really starts to come into play. And stagflation and stagflation becomes the dominant narrative and inflation becomes a real issue overall. Watch the Fed's March meeting. Rate cuts are on hold right now, that's for certain. But watch the language. Any hint that Warsh, Trump's incoming Fed chair nominee, is leaning towards rate cuts despite inflation would be an enormous signal that the monetary printer is being readied regardless of the data, which I think it's not a zero chance that that happens too. Watch the Iran peace talks. The direct outreach signal moved markets 1% in minutes. Any escalation towards formal talks is a buying catalyst. Pretty reasonable to expect that the administration wants this war to be short and clean for economic reasons and political reasons as well as military ones. And so if there's any kind of push towards an Iranian peace talk or if both sides agree on something, those are things that could really, really skyrocket markets. Watch the defense budget. Every escalation in this conflict means more emergency defense spending authorization. Palantir, drone manufacturers, AI-enabled defense contractors. These names benefit directly. We made a video the other day, I think it was two days ago, where we talked about the top stocks to buy that could benefit from this situation in Iran. And then watch gold and Bitcoin. These are assets that historically signal whether the markets believe that money printing will eventually debase the currency. I understand that Bitcoin's in kind of a deep bear market and it's not a technical pattern that it hits every bear market. But keep in mind that when it comes to both gold and Bitcoin, if you're looking at their long-term trends, they are really plays on the debasement of the currency. So anyways, folks, there you have it. Make sure to keep a level head. Make sure to make all decisions based on logic instead of emotion. And make sure to look at the data and the history because that can give you a lot of information as to how to handle future problems and future volatility and future situations. Might take, well, volatility, volatility, volatility, but long-term, good assets at good prices are the way to go. Okay, now it's time for our sponsored segment on AVAX One Technology, ticker symbol AVX, on the NASDAQ. They're building what could be the first publicly traded institutional-grade vehicle, giving investors regulated pure play exposure to the avalanche blockchain ecosystem. Think AVAX, token staking, on-chain yield generation, and a fintech M&A pipeline all inside a NASDAQ-listed company. They've already attracted backing from advisors, including Anthony Scaramucci of Skybridge Capital and Brett Teshpaul of Coinbase Institutional, and they're targeting the $4 trillion tokenized asset market projected to emerge by 2030. I'll present the company and why you may want to take a look. So there's a lot of players in institutional capital that want exposure to on-chain finance, pension funds, family offices, wealth managers. They've been watching blockchain infrastructure mature for years, and they understand the tokenization of real-world assets. They see stable coins hitting over $300 billion in circulation. That's more than 60x growth in 5 years, if those estimates are correct, with annual transaction volume now exceeding $1 trillion, rivaling the biggest payment networks in the world. They see BlackRock and Franklin Templeton running tokenized money market funds. They see JP Morgan, Citi, Apollo, and KKR all deploying on the avalanche network for institutional settlements. And yet, most of this capital is still on the sidelines. Why? Well, because getting regulated clean exposure to the space through a traditional brokerage account has been nearly impossible. Your options have been buy crypto directly and manage your own wallet, buy a spot ETF with limited upside beyond price appreciation, or navigate complex DeFi protocols that most institutional compliance desks won't touch. There's been no publicly traded operating company purpose built to participate in the infrastructure layer of on-chain finance to stake tokens, generate yield, compound holdings, and acquire fintech businesses being migrated onto blockchain rails until now. That's the gap AVAX1 wants to fill. But before we get on to the business model, you need to understand why Avalanche specifically because this isn't just a random blockchain pick. The avalanche network has sub-second transaction finality. Compare that to Ethereum's 6-12 minute window. It's fully compatible with Ethereum's smart contracts and developer tools, so migration is straightforward. It runs over 1,700 full validators, and its energy consumption comes at just 8.2% of Ethereum's, a fraction of Bitcoin's. Those are not minor technical footnotes. When you're building settlement infrastructure for global institutional finance, speed, compatibility, and efficiency are foundational requirements. Now here's what AVAX1 is actually doing. The company was purpose-built to acquire and stake AVAX tokens, the native currency of the Avalanche network, while potentially generating yield, compounding its holdings over time, and building out an on-chain fintech ecosystem through acquisitions. The business model is a self-reinforcing cycle. Raise capital through public markets to acquire AVAX, stake those tokens to generate protocol native yield, compound holdings, and build free cash flow. Reinvest into acquiring fintech businesses and migrating them onto the Avalanche infrastructure. The result is a publicly traded operating company that gives traditional investors a way to participate in the growth of one of the most institutionally adopted digital networks without ever opening a crypto wallet or touching a decentralized exchange. There's also an executive order aimed at allowing alternative digital assets inside 401k retirement plans. Approximately $18 billion in tokenized real world assets are live today, representing less than 1% of global assets, with the projected market size expected to reach $4 trillion by 2030. Now let's talk about who's running the show because the leadership here is worth paying attention to. CEO Jolie Kahn is a securities attorney with over two decades of experience in digital assets. She previously served as general counsel to one of the largest Bitcoin mining companies from 2018 to 2023. COO Petey Wiley has multiple exits under his belt, including serving as CFO of Napster Holdings through its 2025 acquisition. CFO Chris Polimeni brings over 35 years of financial strategy experience across public and private companies, and the board is chaired by Matt Zhang, founder of Hive Mine Capital and the former head of Structured Products Trading at Citi. Strategic advisors include Anthony Scaramucci of Skybridge Capital and Brett Tejpal, head of Coinbase Institutional. Board members have backgrounds spanning KKR, BCG Digital Ventures, Hedera, Hashgraph, Allogram, Deloitte, and Wells Fargo. Now, of course, this is a very high-risk small cap company operating in a very high-risk space. So make sure that you're considering that as well as looking through their SEC filings and doing all of your own research to come to your own conclusion and assessing the risks. Anyways, folks, that caps off today's video. Have a great rest of your day. We'll see you next time.