Sept. 10, 2025

Rate Cuts, Market Momentum & Hidden Housing Opportunities | Money Moves

Show Notes

In this week’s episode of Money Moves, Matty A and Ryan break down the latest economic shifts, market signals, and investment opportunities you need to know about. From the Fed’s looming rate cuts to gold’s record highs and the evolving crypto landscape, the guys share timely insights to help you navigate today’s markets with confidence.

What You’ll Learn in This Episode:

(00:00:00 – 00:02:00) Life beyond money — Tahoe recap, family, and the ROI of meaningful experiences.
(00:02:00 – 00:04:00) Last week’s economic data: weak jobs report, jobless claims, and why the Fed is almost certain to cut rates (likely 25 bps, not 50).
(00:04:00 – 00:07:00) Market optimism: big earnings on deck, GDP growth outlook, and why Q4 could fuel years of expansion.
(00:07:00 – 00:15:00) Inflation watch: PPI & CPI explained, and the BLS job revision that erased 911,000 jobs — the largest in U.S. history.
(00:15:00 – 00:23:00) Confidence crisis in economic data and its ripple effect on institutional investors and policy.
(00:23:00 – 00:27:00) Gold at $3,600/oz: why it still matters for AI, quantum computing, and portfolio diversification.
(00:23:00 – 00:30:00) Nasdaq moves toward blockchain-based stock listings. Crypto outlook: Ethereum vs Bitcoin and what the long game looks like.
(00:30:00 – 00:37:00) Global instability: France’s government collapse, UK post-Brexit struggles, and how bad policies choke investment (feat. Kevin O’Leary).
(00:37:00 – 00:40:00) Markets at all-time highs with $7.4T in money market funds waiting to re-enter. Could this spark a new multi-year bull run?
(00:40:00 – 00:46:00) U.S. housing insights: price declines in 39 metros, rising foreclosures, climate-driven insurance risks, and why this is a window of opportunity for strategic investors.
(00:46:00 – end) Looking ahead: preparing for Q4, 2026 outlook, and details on the upcoming Napa event + portfolio reviews.