Episode

Inflation Cools, Markets Climb, and Why Investors Still Don’t Believe the Rally | Money Moves

Podcast
Millionaire Mindcast
Published
Feb 11, 2026
Duration seconds
3788
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not_requested
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https://podcasters.spotify.com/pod/show/millionaire-mindcast/episodes/Inflation-Cools--Markets-Climb--and-Why-Investors-Still-Dont-Believe-the-Rally--Money-Moves-e3euamd
Audio
https://anchor.fm/s/105c8b1d4/podcast/play/115337357/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-11%2F417879866-44100-2-8a5afd40b8a91.mp3
JSON
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Markdown
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Summary

In this episode of Money Moves, Matty A. and Ryan Breedwell unpack the latest inflation data, shifting interest rate expectations, and why markets continue climbing a wall of worry. With CPI cooling and economic data coming in steadier than expected, the guys break down what this means for the Fed’s next move — and why rate cuts may be closer than investors think. They also explore the strange dynamic where “good news” creates hesitation in markets that have been conditioned for volatility. The conversation dives into crypto’s renewed momentum, stock market resilience, and how institutional capital is positioning in this cycle. Matty and Ryan explain why sentiment often lags reality, how fear keeps investors sidelined during rallies, and why long-term wealth is built through discipline, not prediction. They also touch on housing affordability, capital rotation, liquidity cycles, and why being early feels uncomfortable — but often pays the most. If you’re trying to understand where markets go next and how to stay positioned without getting shaken out, this episode delivers clarity and context. Topics Covered Latest CPI data and inflation trend Rate cut probabilities and Fed expectations Why markets climb a “wall of worry” Institutional vs. retail positioning Crypto momentum and liquidity cycles Housing affordability and rate sensitivity Investor psychology in late-cycle rallies Why long-term discipline beats short-term reactions 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 FREE Financial X-Ray: Text "XRA…