Millionaire Mindcast

Rate Cuts, Ceasefires & Market Moves: Why the Second Half of 2025 Could Be Wild | Money Moves


Listen Later

In this week’s Money Moves, Matty A and Mr. Breedwell are back together to break down the biggest market, geopolitical, and real estate headlines shaping the second half of 2025. From Trump’s tariff war to Powell’s rate pause, the guys unpack what’s driving inflation, whether we’ll get the cuts the market is begging for, and why risk tolerance is changing in a desensitized, crypto-gambling, TikTok-trading generation.

They also touch on record-breaking housing inventory gaps, AI unicorn mania, Tesla vs. Waymo, and what the Iran-Israel ceasefire really means for oil and global volatility.

This is a tactical, no-fluff conversation for investors who want to understand what’s next—and profit from it.


Timestamps:

0:00 – Matty’s back from Mexico and birthday shenanigans

1:00 – CPI drops below 3%, so why are rates still high?

3:15 – Powell’s inflation warning and Fed rate cut hesitation

5:00 – Breedwell leans toward cuts: “We need to re-stimulate lending”

7:00 – US economy strength and market liquidity

8:30 – Why Gen Z treats the stock market like DraftKings

10:45 – Volatility isn’t scary anymore—retail is here to play

12:00 – Buy the dip: how to profit from war-driven market dips

14:00 – Investing should be boring: Breedwell’s boring but brilliant strategy

16:00 – Powell’s trigger-shyness and election-year avoidance

18:30 – Trump’s public feud with Powell and economic optics

20:00 – Tariffs, borders, and bombs: a geopolitical chaos recap

22:00 – Operation Midnight Hammer: Iran nuclear strike details

24:00 – Media hypocrisy on military action under different presidents

26:30 – Israel vs. Iran: ceasefire claims, risks, and trust issues

29:00 – Strait of Hormuz shut down? What it really means for oil

32:00 – Tesla vs. Waymo: Is there even a self-driving war?34:00 – AI bubble brewing? Unicorns, smoke, and future corpses

36:30 – Google’s Waymo problem and Apple’s smart retreat

38:00 – Crypto chaos: pump, dump, and ETF-driven dreams

39:00 – Redfin report: record housing supply and demand gap

41:00 – 75% of buyers sitting on the sidelines

42:00 – DeSantis wants to kill property taxes in Florida

42:45 – Bull or BS: Lightning Round (Rate Cuts, Bitcoin, CRE, and more)


What You’ll Learn:

  • Why the Fed is hesitating despite sub-3% CPI numbers

  • What Powell’s inflation forecast actually signals

  • How retail traders have shifted the market dynamic post-COVID

  • The real risk (and opportunity) behind the Iran ceasefire

  • Why Breedwell is quietly loading up on U.S. equities

  • The ugly truth behind AI unicorn valuations and investor FOMO

  • How Tesla is crushing Waymo in the autonomous vehicle race

  • Why the housing market is stuck in a standoff and what could spark a breakout

Notable Quotes:

“It’s easy to be successful in investing—people just make it hard.” – Mr. Breedwell “Retail investors aren’t chickens anymore. They’re not waiting to be slaughtered—they’re squeezing the market.” – Mr. Breedwell “These are the windows where generational wealth gets made.” – Matty A “Waymo is five times the cost for a worse product. Tesla already won.” – Mr. Breedwell


Calls-to-Action:

Want a free portfolio x-ray? Text XRAY to 844.447.1555

Want the best alternative investment deals? Text DEALS to 844.447.1555

Follow Matty A for daily market insights: @officialmattya


Final Thoughts:

The market may be uncertain, but the opportunity is massive. If you're sitting on the sidelines waiting for the perfect signal, you’re already late. Now’s the time to get informed, stay sharp, and take action like the pros do.

If you got value from today’s show, leave us a review, subscribe, and share it with a friend who’s trying to make smarter money moves.


Episode Sponsored By:

Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/

CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!

FREE CRE Crash Course: Text “FREE” to 844-447-1555

...more
View all episodesView all episodes
Download on the App Store

Millionaire MindcastBy Matt Aitchison

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

707 ratings


More shows like Millionaire Mindcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,769 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,877 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

993 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

Lifetime Cash Flow Through Real Estate Investing

1,403 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

422 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

418 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

516 Listeners

Real Estate Investing with Coach Carson by Chad Coach Carson

Real Estate Investing with Coach Carson

614 Listeners

The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

The Lifestyle Investor - Investing, Passive Income, Wealth

288 Listeners

Wealthy Way by Ryan Pineda

Wealthy Way

2,130 Listeners

On The Market by BiggerPockets

On The Market

896 Listeners

Action Academy | Millionaire Mentorship For Your Life & Business by Brian Luebben

Action Academy | Millionaire Mentorship For Your Life & Business

700 Listeners

The Rich Somers Report by Rich Somers

The Rich Somers Report

982 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

849 Listeners