Inflation Cools, Markets Climb, and Why Investors Still Don’t Believe the Rally | Money Moves
Millionaire Mindcast
Matt Aitchison
4.8 • 721 Ratings
🗓️ 11 February 2026
⏱️ 63 minutes
🧾️ Download transcript
Summary
In this episode of Money Moves, Matty A. and Ryan Breedwell unpack the latest inflation data, shifting interest rate expectations, and why markets continue climbing a wall of worry.
With CPI cooling and economic data coming in steadier than expected, the guys break down what this means for the Fed’s next move — and why rate cuts may be closer than investors think. They also explore the strange dynamic where “good news” creates hesitation in markets that have been conditioned for volatility.
The conversation dives into crypto’s renewed momentum, stock market resilience, and how institutional capital is positioning in this cycle. Matty and Ryan explain why sentiment often lags reality, how fear keeps investors sidelined during rallies, and why long-term wealth is built through discipline, not prediction.
They also touch on housing affordability, capital rotation, liquidity cycles, and why being early feels uncomfortable — but often pays the most.
If you’re trying to understand where markets go next and how to stay positioned without getting shaken out, this episode delivers clarity and context.
Topics Covered
Latest CPI data and inflation trend
Rate cut probabilities and Fed expectations
Why markets climb a “wall of worry”
Institutional vs. retail positioning
Crypto momentum and liquidity cycles
Housing affordability and rate sensitivity
Investor psychology in late-cycle rallies
Why long-term discipline beats short-term reactions
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Transcript
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| 0:00.0 | What's going on, guys? Welcome into today's episode of Money Moves. We've got a jam-packed schedule of topics today. |
| 0:08.7 | Is the global reserve currency shifting away from the American dollar? Is Trump going back on his pick for the new Fed Chair nomination? |
| 0:18.3 | We've got silver crashing. We've got crypto crashing. We also are going to be |
| 0:24.2 | talking about some key personas and skill sets if you want to be successful. Three in particular as a |
| 0:32.0 | real estate investor. We may be seeing rent now, pay later, coming to real estate. We got a lot to |
| 0:37.3 | dive into today. |
| 0:38.2 | Let's go. Well, we have a lot to dive into, Mr. Breedwell. |
| 1:08.1 | Welcome back. |
| 1:09.2 | Happy post-Super Bowl. |
| 1:12.5 | It was a terrible one, but happy post-Super Bowl to everybody. You know, I go back and forth. It was somewhat of a snoozer definitely |
| 1:16.7 | offensively, like both the offenses pretty much. If you're a defensive fan, you loved what was |
| 1:22.0 | going down because both of those defenses were playing pretty damn good in light of everything |
| 1:26.7 | that was going on. Yeah, to me, |
| 1:28.7 | it was, I just, I just wanted to see somebody score. Right. I wanted to have something to cheer |
| 1:34.5 | for it. Field goals are not exciting. And, you know, what I think they scored their first touchdown |
| 1:39.8 | in the fourth quarter for the Patriots. I was like rooting for them to maybe make a little bit of |
| 1:44.1 | a comeback and see a game. We didn't. So another Super Bowl. It wasn't that good, the Bad Bunny one. It was too, there was too much going on. All the politics aside, I was like, oh, you know, if he gets on stage and he has a good, like, concert, it wasn't a concert. It was, like, a really fast, choreographed movie-ish thing. They were in a freaking cane-sugar field. They're picking cane-sugar. It was a bunch of weird. You didn't understand it? Well, I mean, I kind of get it. It's kind of woke. And then I I it's in Spanish |
| 2:19.0 | I mean I'm just like I don't know what the hell |
| 2:21.2 | he's saying I was literally just like |
| 2:23.4 | does have you ever gone like |
| 2:25.6 | have you ever like heard like a Spanish |
| 2:27.8 | every once TV show on it's just like |
... |
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