EPISODE · May 14, 2026 · 1H 18M
Will The Iran War Trigger Massive Money Printing? - Joe Consorti
from Strong Wealth · host Mitch Moore
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/JoeConsortiSubscribe to Joe's Youtube: https://www.youtube.com/@JoeConsortiLearn more about Joe: https://www.joeconsorti.com/Retiring soon? Strong Wealth can help. Go to: https://www.strongwealth.net/Chapter markers00:00 - Intro00:30 - 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 prices06:00 - The two scenarios into year-end07:22 - How Joe is positioned: lottery tickets and BTC bids08:13 - The three critical levels Bitcoin has crossed10:36 - The Clarity Act tailwind and July 4th target12:47 - The 1973-style oil shock no one's pricing in14:42 - What inflation does to the bond market16:09 - Will Kevin Warsh actually print?21:20 - The order of operations: rate cuts before QE25:48 - Why 2025 was Bitcoin's "lost year"28:00 - Joe's diagnosis: global liquidity contracted30:35 - Why Bitcoin had no blow-off top (but gold did)34:33 - Why Bitcoin still gets bundled with software stocks37:24 - M2 correlation: the original sin39:55 - The marginal liquidity insight Bitcoiners miss42:48 - 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 dominance54:30 - Why gold AND Bitcoin both win this decade56:17 - The macro story no one is talking about: AI57:07 - Why Bitcoin is the asset for the AI era1:00:40 - Is the AI rally actually a bubble?1:03:30 - How Fluvius is positioned for this regime1:04:30 - Horizon: turning home equity into Bitcoin1:09:30 - Worst case scenario with Horizon1:14:00 - How to settle up and exit the agreement1:16:00 - Where to find JoeDISCLAIMER: 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.
What this episode covers
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/JoeConsortiSubscribe to Joe's Youtube: https://www.youtube.com/@JoeConsortiLearn more about Joe: https://www.joeconsorti.com/Retiring soon? Strong Wealth can help. Go to: https://www.strongwealth.net/Chapter markers00:00 - Intro00:30 - 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 prices06:00 - The two scenarios into year-end07:22 - How Joe is positioned: lottery tickets and BTC bids08:13 - The three critical levels Bitcoin has crossed10:36 - The Clarity Act tailwind and July 4th target12:47 - The 1973-style oil shock no one's pricing in14:42 - What inflation does to the bond market16:09 - Will Kevin Warsh actually print?21:20 - The order of operations: rate cuts before QE25:48 - Why 2025 was Bitcoin's "lost year"28:00 - Joe's diagnosis: global liquidity contracted30:35 - Why Bitcoin had no blow-off top (but gold did)34:33 - Why Bitcoin still gets bundled with software stocks37:24 - M2 correlation: the original sin39:55 - The marginal liquidity insight Bitcoiners miss42:48 - 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 dominance54:30 - Why gold AND Bitcoin both win this decade56:17 - The macro story no one is talking about: AI57:07 - Why Bitcoin is the asset for the AI era1:00:40 - Is the AI rally actually a bubble?1:03:30 - How Fluvius is positioned for this regime1:04:30 - Horizon: turning home equity into Bitcoin1:09:30 - Worst case scenario with Horizon1:14:00 - How to settle up and exit the agreement1:16:00 - Where to find JoeDISCLAIMER: 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.
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Will The Iran War Trigger Massive Money Printing? - Joe Consorti
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