Millionaire Mindcast Rate Cuts, Tariffs & Trillions: Why the Market's Booming & What's Next for Crypto, Housing & Your Wealth | Money Moves
In this jam-packed episode, Matty A and Ryan Breedwell break down the Fed’s latest interest rate predictions and what Wall Street's betting on for the back half of 2025. They cover the booming stock market, Trump’s bold tariff plays and their real economic impact, and why Bitcoin may be taking a back seat to Ethereum in the crypto space. Plus, they tackle the big, beautiful bill moving through Congress, how crypto is now being counted toward real estate lending, and the looming ripple effects for investors and small business owners alike.
If you want to understand the direction of markets, inflation, and crypto regulation—and what it all means for your portfolio—this is a must-listen.
Timestamps:
00:00 – Fed outlook: rate pause in July, first cut likely in September
02:00 – Why aggressive rate cuts might backfire
04:00 – Powell’s balancing act & political pressure
06:00 – Trump’s massive global interest rate comparison
08:00 – Breakdown of tariff revenue & impacts on inflation
11:00 – Domestic production shift = long-term economic win
13:00 – Real estate + stock market synergy = true wealth
15:00 – "Big Beautiful Bill" clears Senate – what it means
17:00 – Tax cuts on tips, small biz wins, W2 vs corp benefits
19:00 – Why omnibus bills suck & how politicians weaponize them
22:00 – Elon vs Trump, Massey vs establishment – a brewing primary battle
24:00 – Cutting spending vs driving more economic growth
25:00 – Pat Bet-David's take on capitalism and state policy
27:00 – California business exodus: policy fallout
28:00 – S&P and Nasdaq hit all-time highs—why the market’s surging
30:00 – Domestic equities: overlooked and underweighted
31:00 – Oracle & Palantir: why they’re leading the charge
33:00 – Bitcoin vs Ethereum: Ryan’s strong stance
36:00 – Tom Lee’s Ethereum fund strategy vs MicroStrategy’s Bitcoin bet
39:00 – Fannie Mae & Freddie Mac greenlight crypto as mortgage asset
42:00 – Crypto’s bridge to real estate just got real
43:00 – Housing updates: mortgage rates dip, multifamily struggles
44:30 – Why the second half of 2025 looks bullish
45:00 – Napa Wealth Mastermind Announcement – Sept 23–26
47:00 – Eddie Murphy wisdom: stop fearing, start living
What You’ll Learn:
When the Fed is most likely to start cutting rates—and why it matters
How Trump’s tariffs are actually impacting inflation, GDP, and trade
Why tariffs may spark a resurgence in U.S. manufacturing jobs
The truth behind omnibus bills and political manipulation
Why Ethereum may be the smart long-term crypto bet over Bitcoin
How crypto is now playing a real role in real estate lending decisions
Notable Quotes:
“Tariffs have worked out very well—and the critics are now backpedaling hard.” – Matty A
“If Tom Lee is choosing Ethereum over Bitcoin, that tells you everything you need to know.” – Ryan Breedwell
“It’s time people stop fearing, and start living. You get 75 summers—don’t waste them.” – Eddie Murphy (via Holy Man)
“This bill fuels capitalism, not kills it—and that’s why the market loves it.” – Matty A
Calls to Action:
Text “XRAY” to 844.447.1555 to get your portfolio reviewed
Text “DEALS” to 844.447.1555 to get access to top investment opportunities
Follow @officialmattya on Instagram for daily wealth-building content
Visit: Shop.MillionaireMindcast.com – Wealth-building resources & gear
Want In On Our Private Napa Mastermind?
Text “NAPA” to 844.447.1555 to apply for the 2025 Wealth Builder Experience Only 15 seats available — 6 already claimed!
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