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Millionaire Mindcast

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

Millionaire Mindcast

Matt Aitchison

Productivity, Stocks, Realestate, Lifestyle, Finance, Commercialrealestateinvesting, Personalgrowth, Entrepreneur, Business, Entrepreneurship, Rich, Mastermind, Money, Personalfinance, Millionaire, Mentorship, Realestateinvesting, Success, Mentor, Wealth, Investing, Millennials

4.4716 Ratings

🗓️ 25 June 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0

The president has authority to conduct military action as commander-in-chief.

0:04.8

That's just flat out.

0:06.0

I think for people forget, it's commander-in-chief of the military.

0:08.9

And if we want to talk about receipts, right, when Obama dropped 26,000 plus bombs in seven

0:15.0

countries without a single new war vote from Congress.

0:18.6

Syria and Yemen, I think, were the two biggest.

0:20.7

I don't want to hear it, right?

0:21.9

When you've got...

0:22.5

When that was happening...

0:23.3

I didn't have problems with it back then, by the way,

0:25.3

just so you know, I wasn't complaining.

0:26.5

Well, they didn't either.

0:27.5

It's just they have problems with it

0:28.8

because of the guy who's calling the shots

0:31.1

at this stage, right?

0:32.2

Because back then, it was called nuanced foreign policy.

0:44.3

Welcome back to another money moves.

0:51.1

The show where Main Street meets Market Strategy with Mr. Breedwell.

0:53.3

Sorry, I was gone again.

0:54.3

I'm sorry, but I'm bad. Just half a month? you just think you can, you know, just leave your fellow listeners hanging like that?

1:00.0

Sorry, y'all, I was in Mexico, I will admit, and then I did have a birthday, and I'm probably sure we could have a great conversation that day, but it just happened to fall on a Tuesday this year.

1:09.5

Sorry, y'all, but I'm back.

...

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