Tariffs, Taxes & Tension: The Economic Reset Unfolding | Money Moves
Millionaire Mindcast
Matt Aitchison
4.4 • 716 Ratings
🗓️ 4 June 2025
⏱️ 54 minutes
🧾️ Download transcript
Summary
The global economic table is being reset — and Matty A and Ryan are breaking it all down.
From shocking capital gains proposals in Australia to America's $22 billion tariff windfall, this week’s Money Moves dives into the new financial power plays that are reshaping markets, politics, and personal portfolios.
Episode Breakdown
[00:00] Big Headlines: Russia, Tariffs, Investments & Doge Cuts
[02:00] Australia’s Unrealized Capital Gains Tax Bombshell
[05:00] US Tariff Revenue Hits $22 Billion — Trade Deficit Slashed
[07:00] Rate Cut Debate: Powell’s Dilemma, Market Odds & Inflation Pullback
[12:00] Bull Market Incoming? Breedwell’s 7,000 S&P Call
[14:00] Trump’s Global Trade Talks: Steel, Aluminum, & Xi Jinping
[18:00] $7.1 Trillion in Foreign Investment Floods US Markets
[19:00] Crime Rates Plummet Under Current Admin Policies
[20:00] Palantir’s US Surveillance Partnership Sparks Privacy Concerns
[23:00] Elon Musk’s Public Rebuke of Trump’s Massive Spending Bill
[28:00] Congressional Pork, Spending Transparency & Codifying Doge Cuts
[30:00] Russia-Ukraine War Update: New Peace Negotiation Breakdown
[32:00] Kevin O’Leary on the Real Cause of the Housing Market Freeze
[40:00] Insurance Premiums: The Silent Killer of Real Estate
[42:00] Why Property Taxes + Insurance = Massive Financial Headwind
[43:00] Breedwell’s Take: The 12 Investing Rules (Which Ones Actually Work)
What You’ll Learn:
- How tariff revenue is smashing expectations and reshaping global trade
- Why the Fed may still pull off rate cuts despite sticky inflation
- The new geopolitical chess moves between Trump, Xi Jinping & the EU
- The silent real estate crisis being driven by skyrocketing insurance costs
- 12 popular investing “rules” — and which ones you should actually follow
Notable Quotes:
“The rich won’t pay unrealized taxes — they’ll just leave. That’s how this game works.” – Ryan Breedwell
“There’s $7 trillion that just flooded into the US in five months — that’s not people running to China.” – Matty A
“You can’t fix everything around the fire while ignoring the fact the fire is still burning.” – Ryan Breedwell
Stay Connected
Text “X-RAY” to 844-447-1555 for free personal portfolio analysis
Text “NAPA” to 844-447-1555 for early access to the Napa Mastermind
Text “DEALS” to 844-447-1555 for private real estate investment opportunities
Follow Matty → @officialmattya
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 | Nobody has ever seen a deficit cut in half. |
| 0:02.5 | I believe, what has it been? |
| 0:03.6 | One, two, one quarter, not even a full year. |
| 0:06.2 | No, no, hasn't been a full quarter of tariffs? |
| 0:10.0 | Oh, no, I'm just saying since he's been in the office. |
| 0:12.3 | Oh, yeah, yeah, yeah. |
| 0:13.5 | I think what, four and a half months. |
| 0:15.1 | Yeah, I think that's pretty unprecedented. |
| 0:17.0 | I don't think that's ever happened. And that's why, you know, contrary to belief, which is what just happened, that's probably what's going to continue happen in the U.S. stock market. |
| 0:33.8 | What's going on, guys? Welcome back into today's episode. Another money moves coming at you fast live. We've got, uh, well, we've got a lot of news to catch up on today. Yeah, it's like boring. It's a lot of good boring stuff, but it's good stuff. Yeah, there's a lot of headlines going on around the country right now and world. |
| 0:57.4 | We've got updates on Ukraine, Russia, tariffs, investments into the U.S., doge cuts, whether they're |
| 1:05.4 | going to get finalized or not, is Elon Musk switching up on his boy Trump. |
| 1:10.7 | He is in the news and the headlines today, putting a little |
| 1:13.8 | public pressure on the big spending bill. |
| 1:18.4 | We've got some economic statistics and updates for you guys. GDP predictions got updated. |
| 1:27.0 | I think you're probably liking what you saw there. |
| 1:31.4 | We've got a little debate around rate cuts and whether or not they're going to happen. |
| 1:38.1 | And if so, how many? Update on crypto. We got some AI stuff, single family data. |
| 1:45.5 | And I figured we'd wrap it up. |
| 1:47.7 | I saw an interesting little thread on 12 investment rules. |
| 1:52.3 | And these are more rules that apply to your world. |
| 1:56.4 | So we'll kind of wrap up on that. |
... |
Transcript will be available on the free plan in 1 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Matt Aitchison, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Matt Aitchison and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.