The latest odds on Polymarket are out—Hassett’s probability of being nominated as Fed Chair has shot straight past 80%!

This guy is no moderate. He’s a Republican economic hawk, a longtime Trump ally, and his policy style is far more aggressive than the current chair, Powell. If he really takes over, the pace of rate cuts could be completely rewritten.

Powell does two cuts a year? Hassett might make it a routine quarterly move. The money printer goes full throttle, paired with tax cuts, all with one goal: push GDP numbers to a satisfactory level.

In the coming year, the market could experience a rhythm like this:

**Stage One: Liquidity Frenzy**
Stocks, gold, and crypto soar in tandem. With more money in the system, asset prices naturally climb, and bubbles of all kinds start to inflate.

**Stage Two: Policy Dilemma**
Government debt becomes suffocating, and balance sheet reduction plans become meaningless. The room for further easing is squeezed, forcing attempts at a soft landing.

**The Final Game: Two Possible Outcomes**
Either inflation is successfully controlled and risk assets enter a long-term bull market; or inflation spirals out of control, the Fed is forced into aggressive rate hikes, the stock market crashes, and the economy has a hard landing on a scale that could surpass 2008.

No matter which way things go, the Trump 2.0 era of monetary policy experimentation is already locked and loaded. Those entering the market now will either catch a historic rally or witness a historic crash. There’s no moderate middle ground. Is your portfolio ready?