The Federal Reserve just dropped the bomb on the markets, and the fallout’s brutal. Stocks tumbling. Bitcoin’s in a freefall. Gold’s tanking. The question is though, should you be panicking? Or is this a chance of a lifetime? Well, here’s what Powell didn’t say out loud. His comments are a warning shot at the incoming administration. But what if the markets are wrong? What if Trump’s focus on growth and his powerhouse team are about to create a massive rebound? And more importantly, how can you take advantage of this panic? So in this video, I want to break down what Powell said, why the markets are freaking out, and the smart moves that you could make right now to turn this chaos into opportunity.

Now, my name is Mark Moss. I’ve built and invested businesses now through three boom-bust markets, exiting two of them for high value. I’m a partner at a leading venture capital tech fund, and I’ve coached thousands of people on leveraging these strategies to build wealth and time freedom. So let’s go. All right, we’re gonna jump right in here, and we’re gonna go right to the source. Now, I say this all the time. Like, go to the source, read the book, watch the video, listen to what they said. Not everything is always about the data. A lot of times, there’s about the sentiment, the tone, things like that.

So what did Jerome Powell say at the last Fed meeting that completely spooked the markets and got a downturn in, like I said, gold, Bitcoin, silver, S&P 500, everything? Well, let’s go to a couple quotes that he said that give us the insight that I think shows whether we should be scared or we should get back in. Okay, so a couple things that he said, let’s jump to a couple of things. Now, he told the markets that things were not going to be as they expected to be. So a lot of investors got scared, right? We were expecting a bunch of rate cuts next year in the Fed to go into this massive easing cycle, and he sort of pulled the rug out from everybody.

So a couple of things that he said right here. First, he said, the sense of what wording is to make clear that if the economy does evolve as anticipated, it would be appropriate to slow the pace of rate cuts. So again, the markets are pricing in several rate cuts into 2025. And he’s saying, well, we may not do those. We’re probably gonna slow that back down. Hmm. Okay. Well, we were expecting this easing cycle, this regime change. We’re expecting risk assets to go higher. But now he tells us that’s not going to happen. Okay, Marcus didn’t like that.

He went on to say so then you have to kind of keep going. What is the reasoning behind that? Well, he said here, we are not on a preset course. So you may think the dot plop, that’s what they call it. The dot plop lays out what we’re expected to do next year, but we’re not. It’s not preset. We’re just gonna do whatever we feel like. It’s kind of what he’s saying. We will assess incoming data. I mean, honestly, that’s not a bad quote. They should obviously look at the oncoming data. They shouldn’t just be on a predetermined course.

Of course, that makes sense. However, like I said, he was saying that specifically to tell everybody in the market, like, hey, you think you know what’s happening, but you don’t, we may decide to change. Okay, so what are those mean? Well, we have to dig in deeper and listen to the rest of it to understand why he’s actually saying these things. And this is where you can decide if he’s right or wrong, and you can place your bets accordingly. I’ll tell you what I’m doing. Okay, so now we get to the next quote. And here’s where things started to change.

In my opinion, these were basically underhand or stabbed in the back jabs to the incoming Trump presidential administration. So a couple of things. Some FOMC, so these are the Fed, the Fed boards, these are the participants that all vote on this. Some of the participants did take, they did take a very preliminary step, meaning they were moving before they should have. What was the preliminary step? Well, they started to do estimates of the economic effects of policies, what policies of the incoming regime, the incoming administration, policies into their forecast at this meeting. So some of the participants, they don’t normally do this, said, well, you know what, I don’t know if I like these policies that the Trump administration could bring in.

And I think that I’m going to change what I want to do based off of what I think they could potentially do. Pretty interesting. So not so on one hand, he said, we don’t have a preset course, we’re going to take data as it comes. But on the other hand, he’s saying, well, a lot of people actually did make their expectations and their estimates based off of what they think is going to happen. So sort of interesting. But what do they think is going to happen? They think it’s going to be bad, things can be good.

Well, let’s dig in. What else did he say? He said here, we don’t know what will be what will be tariffed from what countries. So Trump’s been talking about tariffs on China like he did in his previous election administration. He talked about 100 percent tariffs on the BRICS nations, things like that. We don’t know what will be tariffed from what countries. We don’t know for how long. We don’t know what size. We don’t know whether there will be retaliatory tariffs. So now he’s like, man, Trump could cause like all hell to break loose. We heard that before he’s going to cause cause World War Three.

Not that he’s a deal maker. He’ll probably make everybody upset and there’ll be all types of retaliatory tariffs. He says we don’t know what the transmission of that will be to consumer prices. So if this tariff war kicks off and Trump is tariffing and they’re tariffing and there’s retaliatory, that could push prices up. Yeah, it could. The question is, is Trump an idiot? Does he not know that or is he the art of the deal? He literally wrote the book on it and he does understand this and he would be doing it to have better economic conditions.

So what Powell is saying is like, hey, you know, we’ve done pretty good. We got 37 trillion dollars in debt. You know, me, Powell, the leaders in Congress, the House, we’re all super rich. Like we’re doing really well. We don’t need a new administration coming in and wrecking this for us. We don’t need them to get the business, the government back on track and get the deficit. We don’t need that. Like we’re doing great. We’re all getting richer. Let’s just keep that going. He went on to say, this does seem similar to the dynamic in 2016, Trump’s first election, during the last transition to a Trump administration, where the committee saw slightly tighter policy and anticipation of the fiscal policy stance.

So he said sort of like, well, last time, and if you remember what happened when Trump took office last time, the Steele dossier and all of that, I won’t go into that here on YouTube. But we saw the same thing in anticipation of the fiscal policy stance. Now, we know that the economy did really well under the first administration. We know that he said he had repealed two regulations for everyone and got 2.5 out. So it did pretty good. Now, again, Powell said, hey, we’re all doing really well. We don’t even come in. But listen, same old, same old.

It doesn’t matter if it’s Trump or if it’s Biden or if it was Kamala or going back to whatever president. We have the same set of problems. Let me show you what those are. Same old, same old. Number one, here we are right here, projected population decline. The amount of people being born is collapsing. The problem when you don’t have as many people is you don’t have as much economic growth. And without as much economic growth, you don’t have as much GDP or gross domestic product. Without as much GDP, how do you pay the taxes and all the things? And per the CBO, they projects the GDP to continue to plummet.

So population declines, GDP goes down. Obviously, we know that. That’s how it works. So then, again, per the CBO, this is where we’re at right here. They project the deficit, the amount of excess debt the government has to take on to keep the bills paid. They project the deficit to continue to climb. Of course, population goes down, GDP goes down, deficit spending has to go up. But how do we afford all that deficit spending? Here’s where we’re at right here. Well, of course, the debt has to skyrocket. So regardless of who’s president, this is the same old, same old.

It’s going to happen either way. Now, also, the other thing I would take into account is he thinks that, per the comments, we don’t know if it’s going to kick off a retaliatory tariff war. Well, that assumes it’s not Trump in the art of the deal. That assumes that all hell breaks loose. But will it really place your bets accordingly? We have the dream team, so to speak. I mean, Trump is arguably the biggest real estate tycoon in the world. He’s not just some schlep, right? Biggest real estate tycoon. But who has he brought on? Scott Bassan.

He has this three-point economic plan that seems very promising. He’s one of the largest hedge fund managers in the world. He worked for the Soros Group, one of the biggest, most successful hedge funds. He launched his own fund, super successful. He’s coming on as the Treasury Secretary. Janet Yellen has been in some form of the government, Treasury, Fed, et cetera, for decades. And look where that’s gotten us. So I think this looks pretty good. Howard Lettnick, he’s the CEO of Cantor Fitzgerald. They’re bringing him as Secretary of Commerce. Again, another very strong candidate. Of course, we have Elon Musk, arguably the best entrepreneur of our lifetime.

Multiple billion-dollar companies. Vivek Ramaswamy, again, super smart, leading up the dodge, trying to really bring government spending back into accountability. So all of those things seem very promising. So is all hell going to break loose, like Powell and the Fed says? Or do we think things will be good? Because they’re saying, hey, things can get really bad, you should plan for that. But I think they’re not. So is this a buy opportunity for us, or is this an opportunity? In my mind, it is a buy. I believe that the uncertainty of this administration passes, just like they did the last time.

No, we’re not going into nuclear war. No, the markets aren’t going to crash. I believe because of the CBO projections that we have, the rate of growth continues going up regardless of there. Like I said, the fundamentals of that all remain. So I like hard assets. I believe the debt is going to keep going up. So I like gold. I like silver. I like Bitcoin. I like assets that can’t be printed. And this is a buy the dip opportunity in my mind. All right. Now I want to just take a second and show you the sponsor of today’s video.

Today’s sponsor of this video is Vizla Silver. They’re on the New York Stock Exchange, VZLA. Now this is not some small over-the-counter stock. So I’m pumping up. This is a New York Stock Exchange listed company with a $500 million market cap. They’re sitting on over $90 million in cash. And the thing is, again, this is not some small high-risk explorer. This is a major company with major market cap. And they have the largest silver deposit in the world. That’s not in production yet. That’s the key. They have the largest silver deposit, not in production yet. Now, the reason why I like this is because the risk is basically done.

They’ve already found the silver. All they have to do is start producing it. This is a story ready to be made. Now, this is their stock price. You can see it’s been going up for like the last four or five years. Of course, nothing goes up or down in a straight line. But this is not a pumping of this company. It has done amazingly well. And like I said, most of the risk is out of this. All right. So if we look on the inside, and this is a very key piece, no matter if you’re looking at Vizla Silver or any other company for that matter, who are the insiders? Who owns the company? Are they people I’d like to invest with? And more importantly, do the people running the company, do they believe in it? And you can tell that by the skin of the game.

So if we look at who the insiders are, and again, it’s a New York Stock Exchange listed company. You can go look at this for yourself. We can see the company Snap Shop is the top shareholders. Franklin Templeton owns 12%, one of the largest financial firms in the world. 12%. Okay. I’d like to invest with those guys. Not just Sprott Inc., but also Eric Sprott. Between the two of them own 8% of the company. I mean, Eric Sprott’s one of the most prolific resource investors in the world. If he’s in on the deal, that’s pretty good.

We have this, a couple of other people have some smaller pieces, but this is what I really like. The management, directors, and advisors sitting on 35% of the company. So when the management and the directors own a majority of the company, or a major piece, like 35%, that means they believe in it. That’s what we call skin of the game. If this was a small number, then you’d be worried. Like, is it really a good company? So I always want to look at the insiders. When management owns 35%, that’s a good deal. Another thing about Vizsla Silver, as I said, is they have the largest silver deposit in the world that’s not currently in production.

The 10th largest, when they get into production, they’ll be the 10th largest silver mine in production in the world. Now, the reason why it’s important to understand that is, one, the amount of silver. And I’ll show you how the numbers work out in a second. But number two, in this space, what happens is a lot of mergers and acquisitions, bigger companies buy smaller companies, et cetera. And we can see that similar companies to this one, that have these size of production deposits, have sold for four times their valuation, about $2 billion.

And again, Vizsla Silver is only worth about $500 million at this time. Now, with this mine, they’ll make them the 10th largest in the world, they’re going to be able to produce silver at $9.50 an ounce. Now, not only is this obviously way cheaper than what silver is worth today, and I believe silver is going way up. But number two, the global average of producing silver is about $17.50 per ounce. So they’re able to produce silver for way below the average price of silver, which would make them a much better target and get them a much higher multiple if there was a merger and acquisition.

Now, there’s been lots of analysts that have been taking a look at this deal. And you can see that they have these analysts are expecting the price to be somewhere in the $3 to $4 range. And right now it’s way below that. Now, even better than that, if we look at the economics of this, because they’re able to produce so much silver at such a low rate, that their IRR would be up to 86% with a payback period of only nine months. So, look, Vizsla Silver is not, like I said, some small company.

They’re on the New York Stock Exchange, $500 million market cap. And every time they’ve raised money from shareholders, they’ve created enormous shareholder value. That’s what you want if you buy stock in a company. What you can see is that every time they’ve raised money, every single raise has been in profit. Profit, profit, profit, every single one of these. The only one that’s not in profit yet is this one, because it just happened. But I believe that over time this will be in profit. So, every time they’ve gone to raise money, the shareholders have made money back.

And so, that’s sort of where we’re at right now. This is not some small company. Every time they’ve raised money, that they have brought profit back to their shareholders. Analysts are expecting this to double, at least from here, $3 to $4. So, put this on your watch list. Add Vizsla Silver to your watch list. I believe that hard assets are on sale right now. I believe that, yes, we will continue to have more inflation. Asset prices will go up. Hard assets, specifically gold, silver, Bitcoin. And if you like the silver and gold space, then you want to watch Vizsla Silver.

All right, hopefully you’ve enjoyed that from the sponsor today, Vizsla Silver. Let me know what you think down in the comments down below. And that’s what I got, right? To your success. I’m out. Thank you. [tr:trw].

See more of Mark Moss on their Public Channel and the MPN Mark Moss channel.