Tariffs Up. Stocks Up. Are YOU Caught In It? FAKE RALLY?

Epic Real Estate Investing

Matt Theriault

Education, Business, Investing, How To

4.8 • 955 Ratings

🗓️ 12 September 2025

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tariffs up, stocks up—does that make any sense to you? Because it shouldn’t. Tariffs usually tank markets. This time, Wall Street cheered. Why? Stick with me, because if you’re holding cash or investments right now, this story will hit closer to home than you think. Stocks are hitting record highs while tariffs surge and the Fed can’t decide between cuts and hikes. Does that make sense—or are you caught in a fake rally? In this episode, we cut through the noise to show what’s really driving markets right now. Tariffs used to tank stocks, yet Wall Street is celebrating. Everyday investors are left confused, paralyzed, and wondering if they’re sitting on a gold mine or a ticking time bomb. You’ll learn how to spot the hidden signals under the chaos, why old investing advice like “just dollar-cost average” no longer works, and what professionals are actually watching when headlines don’t match reality. If you’re an unfulfilled professional ready to step out of the “fog of finance,” this lesson will change how you see the game. 👉 Subscribe for plain-English, contrarian insights on money, housing, and real estate that cut through the noise... ...and get the newsletter, too! 👉 ShadowCapitalBrief.com #finance #investing #realestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is the epic real estate podcast. Contrarian takes on money, housing, and policy without the guru nonsense.
0:09.4	Let's go. Let's go. Let's go. Let's go. Let's go. Let's go. Let's go. Let's go. Let's go.
0:13.8	The stock market just hit another all-time high. At the exact same time, tariffs are exploding. And the Fed is whispering about cuts and hikes
0:23.2	in the same breath. So how is that even possible? It's like being told that the plane is falling out of
0:28.5	the sky while the captain announces champagne service. So what's next for your money? Let's look at it
0:34.9	really closely. You see, this week, the S&P 500 posted its 20th
0:38.3	record high of the year. Investors cheered. CNBC ran their stocks only go up graphics. It looked
0:44.3	like good times were back, but dig one layer deeper and the ground shakes. See, the White House
0:50.5	just slapped sweeping new tariffs on imports on steel, aluminum, even consumer goods.
0:55.9	Tariff wars used to tank markets.
0:58.4	This time, Wall Street shrugged, then rallied.
1:01.3	Meanwhile, the Fed can't even agree with itself.
1:03.9	Powell hints at easing.
1:05.3	Other Fed presidents warn more hikes could be coming.
1:07.7	Future markets?
1:08.8	They're already pricing in aggressive rate cuts. In fact,
1:11.9	they already have, even though inflation isn't dead. So here's the paradox. Record highs on the
1:17.8	board while the foundation looks unstable. It's a classic fog of finance moment. Headlines,
1:24.5	they don't lie. Experts don't agree. And people caught in the middle,
1:28.9	everyday investors are left staring at their accounts, wondering if they're sitting on a gold
1:33.8	mine or a ticking time bomb. And that's exactly where Mark, a client of mine, found himself.
1:40.0	Because Mark isn't dumb. He built a thriving online business from scratch.
	...

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