Truce or Trap? Market Swings on Trump's Deadline & Crypto Mortgages | Money Moves

·43 min·4 clips

Trump's tweets about wiping Iran off the map are sending shockwaves through global markets just hours before his 8 p.m. deadline.

The episode opens with host Matt Aitchison framing the Iran-U.S. conflict as a historic market-moving event, highlighting Trump's tweets and an 8 p.m. deadline as key drivers. Guest Ryan shares his personal market timing, having deployed client capital last Thursday just before a rally on positive news. They dissect Trump's tweets, including one about wiping Iranian civilization off the planet, as posturing likely aimed at anchoring negotiations. A breaking CNN report is discussed, indicating a potential US-Iran deal expected tonight, which caused oil to drop and stock futures to turn green. The host argues that retail investors are driving market dips due to fear, while institutional money is betting on an extension or ceasefire. Ryan debunks Iran's announcement to move away from the petrodollar, emphasizing New York's dominance in global trading. The conversation shifts to investment advice, stressing the importance of having and sticking to a plan, and considering dollar-cost averaging during volatility. They analyze CPI expectations, with Ryan predicting a sub-3% reading, and discuss Powell's concerns about zero net private sector job creation. The host expresses skepticism about stagflation and maintains a prediction for rate cuts in July. A new crypto mortgage product from Coinbase and Fannie Mae is introduced, allowing Bitcoin as collateral for down payments. They touch on rising CMBS delinquency rates and the commercial real estate distress cycle. The episode wraps with final thoughts urging listeners to have a clear investment plan and consider deploying sidelined cash.

As heard by us

A volatile market discussion that links geopolitical headlines, online fear, and the discipline of staying with an investment plan.

Markets are moving through geopolitical uncertainty, and the episode treats that volatility as more than background noise. A possible deal or ceasefire pushes prices higher, while Trump's tweets and posturing keep the direction hard to read.

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Why you'd press play

You want a calmer plan for market whiplash when conflict news, AI-made clips, FOMO, and fear start driving the bus.

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