Markets Ignore the Headlines: Inflation, Tariffs, Crypto, and the New Investor Playbook | Money Moves
Millionaire Mindcast
Matt Aitchison
4.8 • 721 Ratings
🗓️ 14 January 2026
⏱️ 31 minutes
🧾️ Download transcript
Summary
In this episode of Money Moves, Matty A and Brian break down why a “nothing burger” CPI print might actually be more important than it looks, what falling core inflation really means for rate cuts in 2026, and why ignoring the headlines may be the smartest investing move right now.
They dig into the rise of gamification in markets, the impact of crypto as a real-time sentiment gauge, and why today’s investors behave nothing like those from previous decades. From tariffs and Supreme Court rulings to silver’s parabolic run and renewed strength in housing and real estate, this episode connects the dots between policy, psychology, and price action.
If you’re wondering why markets keep defying expectations — and how to position yourself without chasing hype — this episode is for you.
Topics Covered:
- CPI at 2.7% and what it means for future rate cuts
- Why markets ignored “good” inflation data
- Headline risk vs. reality in investing
- The gamification of markets and “Degen” culture
- Crypto as a real-time risk appetite indicator
- Institutional vs. retail money behavior
- Tariffs, Supreme Court rulings, and market reactions
- Silver’s surge vs. gold’s long-term value
- Real estate, housing demand, and falling rates
- Why being invested beats sitting on the sidelines
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Transcript
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| 0:00.0 | My opinion has been that we've heard for the past year, |
| 0:03.0 | XYZ is inflationary, tariffs are going to cause |
| 0:05.5 | runaway inflation, interest rate cuts are going to cause |
| 0:08.4 | runaway inflation. |
| 0:10.2 | It's just not translating into what's happening. |
| 0:13.8 | And so again, this is a, do we need to rewrite the playbook? |
| 0:19.1 | Is this how things work now? My estimation is this is just how things |
| 0:23.1 | work now. |
| 0:29.3 | What's going on, guys? Welcome back to another episode of Money Moves. As always, Maddie A, |
| 0:33.7 | my co-host, Mr. Brian Breedwell., how we doing, my brother? Amazing. Today is a beautiful day. |
| 0:42.6 | January 13th. Oh, man, I was ready for the baby songs, dude. I'm for... January 13th, and we had |
| 0:49.2 | some good news on the inflation data that came out today. |
| 0:55.5 | 2.7. |
| 0:56.7 | It's still 2.7, one year later. |
| 0:59.6 | That is overall a great thing for the economy, |
| 1:04.2 | great thing for consumers, |
| 1:05.7 | great thing for hopefully some more rate cuts in 2026. |
| 1:10.7 | I would say, I think maybe, again... for hopefully some more rate cuts in 2026. |
| 1:14.1 | I would say, I think maybe, again, |
| 1:18.8 | two to three, but probably closer to two. |
| 1:25.2 | Well, December CPI data came in at 0.3, estimated to be at 0.3. |
| 1:30.5 | CPI year over year came in a 2.7 estimated at 2.7 as well. |
... |
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