Trump s Plan To FLOOD THE ECONOMY Before Midterms

Folks, President Trump and the U.S. government are planning to print trillions of dollars before midterms. This is going to have a dramatic effect on your money and, most importantly, your stock holdings. You see, the president has about six months to print his way out of a very challenging economic setup. Oil and gas prices are hovering around record highs, consumer sentiment is around record lows, we have some of the highest effective tariff rates since 1934, and supply chains have been rewired back and forth at great cost. And bigger picture, the national debt is now north of $39 trillion, with a debt-to-GDP ratio at around 125%, higher than where we were at coming out of World War II. So this is the box that Trump is in. And on November 3rd, voters get to decide whether or not to give him a Republican Congress for the back half of his term. And with the economy always being the number one reason that voters come to the polls, well, the money printer has been turned back on. The next six months are going to be absolutely game-changing for folks that are holding the that do the best when the government starts throwing money everywhere and tries to pump and stimulate the economy. And in today's video, we're going to break all this down for you. And then at the end of the video, it's going to be time for our sponsored segment on VolitionRx, ticker symbol VNRX on the NYSE American. They're a diagnostics company that's developed simple blood tests that can help detect cancer and sepsis. The basic idea is that when your cells are damaged, whether from cancer or infection, they release tiny fragments into your blood, and Volition has figured out how to measure those fragments. I'll present the company and why you may want to take a look at 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 start. So right now, there's a big race to cook the economy upwards before Americans head to the polls. And this happens pretty much every midterm election cycle. But of course, this administration is known to handle things a bit more aggressively. Now, if you're looking at the odds right now, Polly Market has a Democrat sweep as the base case, which means taking both the House and the Senate. And that's at a 49% probability and a Republican Senate and Democratic House at 39%. Now, both of these cases would be a dramatic drop in power for the administration, but a sweep in many ways would completely neuter the last two years of the Trump admin. Now, research has shown for many, many, many decades that the number one issue for voters is always the economy. The old phrase, it's the economy, stupid. And so the administration is planning to juice up this economy like we've never seen before. To understand the scale of what's coming, you have to understand how big this hole is. To start with, Trump didn't inherit a clean economy. The US economy has been turned into a lopsided ---- show over many decades. He inherited an economy with structural debt problems and sticky inflation that had been somewhat suppressed, but not solved. Then his own policies combined with some events that happened outside of his control, punched three new large holes in it. Hole number one is the Iran war military strike started in early March. As you know, the Strait of Hormuz, which carries roughly 20% of global oil and gas, has been effectively closed. It's been back and forth. One day they say it's going to be open. The next day they say it's not open. And ship transits as a raw number drop from 150 a day to single digits. Brent crude rocketed over 40%, even more at highs. Gas prices in the US are in the $4 region. Around where I grew up in LA, you'll very, very commonly see prices at $6 to $7, some over $7. And these aren't even like the gouging stations that are on certain blocks. These are like the ones that you just drive by to regularly dip in and get some gas. Hole number two is tariff policies. The effective US tariff rate has hit the highest since 1934. Tariffs have been such a massive uncertainty drag on so many different businesses. Now the Supreme Court has ruled against a lot of these. They've been watered down substantially where they're still in place, but still the administration's warning that more are coming. And that leads to hole three, which is absolute supply chain chaos. The combination of tariff policies, the Iran conflict and ongoing decoupling from China has created enormous uncertainty about where things get made, how they get shipped and what they cost. Now you stack all these three together and you might be saying, Charlie, these are all horrible, horrible things. They're all big red flags. Why are you not warning of a massive recession that's going to destroy everybody instead of a massive melt up and a massive stimulus coming to the economy? You have to understand that the government is going to respond to all of this weakness and all of the red flags by throwing money everywhere, throwing money at the problem. We know this because this is exactly what has been done for the last hundred years. However, right now there's not even a choice. Money printing isn't a choice at this point. It's the only mathematically viable option. If they don't do this, they're going to be risking economic Armageddon. They're going to be losing the midterms. You see, the federal government takes in roughly $5 trillion a year in tax receipts and spends about 7 trillion that 2 trillion gap gets bolted onto a debt pile that just crossed $39 trillion. And if you put that in relevant terms, debt to GDP is around 125%, which is higher than we were at coming out of world war two. The single fastest growing line item in the entire federal budget is interest payments on existing debt over a trillion dollars a year. Now, roughly 20 cents of every tax dollar disappears into yesterday's spending before a single program gets funded. Now imagine what would happen if we had a recession, what happens in a recession? Well, federal tax receipts collapse and emergency spending skyrockets. 2001 receipts dropped around 10%. In 2008, they fell around 20% in two years. And the deficit went from 160 billion to 1.4 trillion in 2020. It tripled in 12 months. If we get that kind of recession today, debt to GDP doesn't drift to 130 or 140, it goes to like 200 or above. This is exactly why the government is going to deal with this problem by printing and printing and printing. By printing, you are destroying purchasing power, but it is the better of two evils. Because by printing, you're going to be inflating away the debt. You can devalue the debt by devaluing the dollar. If you have $39 trillion in debt and you add another $39 trillion to the money supply, well, all of a sudden that original $39 trillion isn't worth as much in terms of actual purchasing power. So you just basically inflated a lot of your debt away. And that is the playbook that the US government is following right now. If you're the average American that is earning a regular income and saving cash, you're going to be paying massively for this. However, if you're a smart asset owner, well, you're going to be making a lot of money. This is going to be the biggest tailwind of your life. If you look at what the country did from 1946 to 1974 to escape the post-war debt hangover, well, national debt during that period nearly doubled in nominal terms, but debt to GDP collapsed from 106% down to 25%. Why? Well, because the government inflated away its debt. What happened during that period? Well, the asset returns were extraordinary. The Dow ran from 200 to over 800. Real estate compounded relentlessly. Once gold was unpegged in 1971, it went vertical. That said, at the same time, cash holders got liquidated from their purchasing power. And this is the exact playbook that you can expect this time as well. Basically, what you're going to see happen is folks that are holding cash, folks that are holding underperforming bonds, they're going to see their purchasing power evaporated and given to the government. And then long-term downstream, that's all going to flow into asset owners' pockets. Now, a lot of people are going to be very upset about this. They're going to say, that's not fair. Again, I would agree with you. The government should be spending in a disciplined way. However, that's not the reality. So you can bitch and moan, but at the end of the day, the asset owners are going to get richer and richer, just like they have been for many, many decades. And the cash hoarders are going to get more and more poor. And that's why I'm so fired up to bring you these videos, because you need to know this and you need to just understand this like you understand gravity. Because if you don't, you're going to be paying for the consequences. You need to understand that the government is betting on you not understanding this and not having the time to follow along. They're betting that you're not going to be paying attention as your dollar gets eroded. You're going to see prices up. You're going to complain about it. But overall, it's like boiling a crab, right? It's slowly, slowly, slowly building. And all of a sudden you're boiled and dead and you're being eaten at the local Red Lobster. Okay, so when is the bulk of this money printing going to start? The real game starts on May 15th. That's when Powell's term as Fed chair expires and Trump's pick to replace him, Kevin Warsh, just got his path to confirmation cleared. Warsh has been remarkably blunt about his agenda. He wants the Fed to cut by at least a full percentage point inside the next 12 months. He also says that he wants real interest rates, meaning rates after inflation pushed into negative territory. And he's been making the case that AI productivity gains will actually let the Fed cut aggressively without producing the sustained inflation everyone is currently bracing for. So let me repeat that phrase. Negative real rates. Negative. That's the single most important condition for an asset melt-up. When your bank pays less than inflation steals, anyone holding cash is being silently liquidated of their purchasing power. The rational response, of course, is going to be to dump dollars and buy, buy, buy assets. Stocks, real estate, gold, commodities, anything that isn't a depreciating IOU. And it's a lot bigger than anybody even realizes. Once Warsh is in, there are a lot of tools at his disposal. They're likely to scale the bond purchases up from $40 billion a month to $100 billion if needed. That's over a trillion dollars rolling per year. They can extend duration on what they're buying to suppress long-end yield. Specifically, they can announce explicit yield curve control, pinning the 10-year at a specific level, no matter what the bond market wants. They can coordinate with the treasury on issuance to keep the average cost of debt low. Every one of these is another word for a printing press lever. And it's going to be pulled so hard that your head is going to spin off. Now, I want to go on to four mechanical forces that are going to amplify the market. American household balance sheets are now around 47% exposed to equities, the highest in the country's history. A sustained drawdown doesn't just hurt all these people on paper. It tanks consumer spending, which tanks tax receipts, which blows up the deficit even further. The Fed has institutional reasons completely separate from politics to prevent any sustained drawdown. That's why every dip since 2009 has been bought up quickly. The second is the passive money machine. The S&P 500 is market cap weighted, as you know, which means index fund money flows disproportionately into the biggest names. Microsoft, Apple, Nvidia, Amazon, Meta, Alphabet, Broadcom, so on and so forth. The top 10 names now make up around 40% of the entire index, the most concentrated since 1972. Every two weeks, tens of millions of 401k contributions flood into a structure that buys those names mechanically. Total ETF assets have crossed $13 trillion. That buy order does not just turn off when you pour fresh liquidity into a market with that kind of mechanical ordering, while the liquidity disproportionately flows into the same handful of names, amplifying the move. The third is the wealth handoff. This is a very important part. Baby boomers control over half of all US household wealth and the oldest are turning 80 this year. The estimated $84 trillion wealth transfer to younger generations over the next two decades is just getting started and is now showing up in the data. Younger generations store wealth in stocks and ETFs rather than CDs and savings accounts, which means that as this wealth transfers, a lot of this money's gonna flow into the stock market. The fourth is the AI productivity narrative. Warsh's whole intellectual framework for why the Fed can print without inflation in the first place rests on AI productivity. Every dollar the Fed prints is gonna be justified, in their words, by the assumption that AI is making the economy more productive on the supply side. If we have higher inflation over a certain amount of time, they're gonna say it doesn't matter, AI is gonna bring it down long term. That means the Fed has a direct institutional incentive to keep AI capex flowing. If AI capex slows, the whole thesis blows up. Their cover story collapses. Fed and the entire institutional consensus are aligned around making sure AI keeps spending. That's an enormous structural tailwind that no other sector has. So bottom line right now, the biggest danger actually isn't a crash. It's not a massive recession. It's actually people sitting all cash watching a printing-fueled surge happen in real time. Certain that at some point in the future, they're gonna see the big 2008-style crash that they've all been juicing for. If you look at what's actually happening, Trump is staring at a whole punch through the economy by the Iran war, the tariff environment, and a supply chain rewrite that has happened in real time. There is exactly one tool capable of papering over that damage on the timeline that matters politically, and that tool is the printing press. Printing, printing, printing dollars. The administration has every incentive to use that aggressively. The Fed has every institutional reason to cooperate. The math of the federal balance sheet makes any alternative, a recession, austerity, or default, politically and mathematically unthinkable. $40 billion a month of liquidity is already entering the system. A new Fed chair is about to take over with an explicit mandate to ease aggressively and put trillions and trillions of dollars of more fresh balance sheet expansion into the system. And much of that's likely gonna happen between now and election day. So anyways, I believe the next six months from now to November are gonna be some of the most extreme periods for the economy and the stock market and dollar debasement that we've ever seen. And that's my take, and now it's time for the sponsored segment. And now it's time for our sponsored segment on VolitionRx, ticker symbol VNRX, on the NYC American. Let me walk you through what this company does and why you may want to start paying attention. Okay, so there are two big problems that Volition is going after. First, cancer detection. We all know catching cancer early saves lives, but most cancers are still caught too late. A lot of the existing screening tools are either expensive, invasive, or just not accessible to most people. Think about how many biopsies come back negative. That's wasted time, money, and stress. There's a real world need for affordable blood tests that can catch cancer during a routine checkup. Second problem is sepsis. This is something most people don't think about, but sepsis is associated with one in five deaths worldwide. It's the number one cause of death in hospitals. And here's the thing, the risk of dying from sepsis goes up nearly 8% for every hour you don't get the right treatment. Every hour counts, but the way doctors currently diagnose it is slow, complex, and often subjective. There's a widely recognized need for faster, better diagnostics. So here's what VolitionRx has built. They're experts in measuring something called nucleosomes. Think of these as tiny building blocks of your DNA. When cells are damaged or dying, these fragments get released into your bloodstream. Volition's technology called NU.Q can measure those fragments and help identify what's going on, whether it's cancer, sepsis, or other conditions. What makes their approach interesting is that their tests are simple and low cost. They can work on different types of lab equipment, from big automated analyzers down to small point-of-care devices that give results in 10 to 15 minutes. And the business model is asset-light. They don't build their own labs or hire their own sales teams. Instead, they license the technology to large diagnostics companies and earn revenue from upfront payments, milestones, and ongoing sales of key test components. Now, Volition has already proven this works in the veterinary space. Their NU.Q vet cancer test for dogs is launched worldwide. Available in the US, Europe, and Asia, it detects 76% of systemic cancers at 97% specificity. And it costs the vet as little as $35. They've sold over 120,000 tests and components, and they've collected $23 million in licensing revenue to date through deals with IDEX, Antec, Fujifilm, Nationwide Laboratories, and others. They're also running a clinical study for a feline cancer test, which could open up a new market as well. And on the human side, they have two main product lines. NU.Q Cancer is focused on lung cancer screening and monitoring. Clinical studies in France and Taiwan have shown promising results. One study with over 800 patients showed the test could help improve the accuracy of CT scans and potentially cut unnecessary biopsies in half. Another study showed it could detect minimal residual disease that the current gold standard missed. They're expecting to start direct clinical sales in France in the first half of 2026. Then they've got NU.Q NETS. For sepsis, NETS are these web-like structures your immune cells release to fight infection. They're helpful in small amounts, but can cause serious damage when they go into overdrive. Volition's test is already CE-marked in Europe. They've made their first sales, and they've signed a deal with Warfarin for autoimmune disease testing. The test is being validated at hospitals across Europe for over 20 different clinical uses, including studies at Amsterdam UMC with over 1,700 patients and at MD Anderson in the U.S. Now, NETS are involved in a whole range of conditions, thrombosis, autoimmune diseases like lupus and rheumatoid arthritis, transplant rejection, cardiac disease, even burn patients. Hospitals across Europe are already testing Volition's CE-marked product for things like predicting kidney injury in sepsis patients, monitoring patients after heart surgery, and distinguishing between different types of inflammatory responses. The company positions itself as the NETS company, and when you look at how many clinical applications are being explored, it starts to make sense why they see this as a platform with broad potential, not just a one-disease test. Now, on the IP side, Volition has 71 patents with protection extending to 2044. The leadership team has been together for 15 years, and the CEO, Cameron Reynolds, has been buying shares on the open market through 2025 on multiple occasions. And when you step back and you look at the total addressable market, well, the numbers are significant. The company estimates their cancer screening and management opportunity at around $4 billion, their multi-cancer early detection technology at $23 billion, their sepsis and NETS testing at over $3 billion, and their veterinary diagnostics business at $170 million. Now, obviously, total addressable market doesn't mean they're going to capture all of that, not even close, but even a small slice of these markets delivered through licensing deals with large partners could be meaningful for a company this size. That's the math that makes this licensing model interesting. Now, looking ahead, the company is targeting multiple licensing deals in the human diagnostics space. They say they're in discussions with around 10 large diagnostic and liquid biopsy companies. Now, that said, let's be real about the risks. This is a small company that's not yet profitable. Revenue is growing, but it's still modest. And it's very capital intensive. Their human diagnostics products are still not FDA-approved in the US. They have CE mark in Europe, but FDA clearance is a longer, more uncertain process. There's no guarantee that the company achieves compliance within the required time frame. The company has been financing operations through convertible notes, which can carry dilution risk. Licensing discussions beyond the two signed agreements have not yet resulted in additional signed deals. So make sure that you're always consulting SEC filings for complete information and always doing your own due diligence. Clinical studies can fail, and there's no guarantee of regulatory approval. So again, consider this when you're doing your own due diligence and come to your own conclusion. But anyways, bigger picture volition, RX is working on something very unique, something that's been proven in animals and something that could have a lot of applications in humans as well. I'll put the link to them down below. Make sure to do all your own research and read through their SEC filings and so on and so forth and have a great rest of your day.