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