Will The Iran War Trigger Massive Money Printing? - Joe Consorti

Is the Iran war the catalyst for the biggest money printing event in history? Inflation is skyrocketing and here to stay, yet Kevin Warsh cannot raise rates due to government debt levels. Will this domino into an inflationary recession for the US economy and force policy makers to inject liquidity. What would that do to Bitcoin price? Likely send it much higher. Joe Consorti and I discuss this and more during the latest episode of the Strong Wealth podcast. Follow Joe on X: https://x.com/JoeConsorti Subscribe to Joe's Youtube: https://www.youtube.com/@JoeConsorti Learn more about Joe: https://www.joeconsorti.com/ Retiring soon? Strong Wealth can help. Go to: https://www.strongwealth.net/ Chapter markers 00:00 - Intro 00:30 - Is the stock market disconnected from reality? 01:24 - What markets were really pricing in (and why it's breaking down) 03:13 - Trump's only lever left: asset prices 06:00 - The two scenarios into year-end 07:22 - How Joe is positioned: lottery tickets and BTC bids 08:13 - The three critical levels Bitcoin has crossed 10:36 - The Clarity Act tailwind and July 4th target 12:47 - The 1973-style oil shock no one's pricing in 14:42 - What inflation does to the bond market 16:09 - Will Kevin Warsh actually print? 21:20 - The order of operations: rate cuts before QE 25:48 - Why 2025 was Bitcoin's "lost year" 28:00 - Joe's diagnosis: global liquidity contracted 30:35 - Why Bitcoin had no blow-off top (but gold did) 34:33 - Why Bitcoin still gets bundled with software stocks 37:24 - M2 correlation: the original sin 39:55 - The marginal liquidity insight Bitcoiners miss 42:48 - Will hard assets finally run together in 2026? 47:52 - Are we entering another "lost decade" for US stocks? 51:03 - Joe's pushback: the dollar isn't losing dominance 54:30 - Why gold AND Bitcoin both win this decade 56:17 - The macro story no one is talking about: AI 57:07 - Why Bitcoin is the asset for the AI era 1:00:40 - Is the AI rally actually a bubble? 1:03:30 - How Fluvius is positioned for this regime 1:04:30 - Horizon: turning home equity into Bitcoin 1:09:30 - Worst case scenario with Horizon 1:14:00 - How to settle up and exit the agreement 1:16:00 - Where to find Joe DISCLAIMER: This content is for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice. Strong Wealth is a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Bitcoin and other digital assets are highly volatile and may not be suitable for all investors. Always consult with a qualified financial professional before making investment decisions. Mitch Moore and any guests featured express their own opinions, which do not necessarily reflect the views of Strong Wealth.