Episode 101: Trump, Powell & the Housing Market Power Struggle This week on Drunk Real Estate, the crew dives deep into the growing tension between President Trump and Fed Chair Jerome Powell as both sides battle over the future of interest rates—and what it means for your mortgage, investments, and the U.S. housing market. We break down: 🏠 How interest rates are shaping the single-family housing market 📉 Powell’s refusal to cut rates (yet)—is he waiting too long? 🇺🇸 Trump’s aggressive p...
Jul 03, 2025•1 hr 30 min•Season 1Ep. 101
Jun 19, 2025•1 hr 42 min
Episode 99: Bond Buybacks, Job Market Illusions & the Fed’s Standstill This week on Drunk Real Estate , the crew tackles one of the biggest questions in the current economy: Can the government actually bring interest rates down—without the Fed’s help? As the Treasury prepares for its first bond buyback program in over two decades, we unpack what that really means, how it differs from quantitative easing, and whether it’s a sign of quiet panic behind the scenes . We also cover: 📉 Why the rec...
Jun 11, 2025•1 hr 24 min•Season 1Ep. 99
Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed’s Next Move In this week’s episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward. With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what’s really happening behind the headlines—and why the Fed may b...
May 29, 2025•1 hr 42 min•Season 1Ep. 98
Episode 97: Empty Ships, Soaring Tariffs & the Supply Chain Squeeze This week on Drunk Real Estate , we unpack the economic storm forming at U.S. ports—where incoming ships are arriving nearly empty, and retailers are bracing for a 40% increase in import costs due to new tariffs on Chinese goods. While inflation headlines cool off, the real pressure is building where it matters most: logistics, trade, and the price tags on everything we buy. From shipping slowdowns and job risk at ports to r...
May 15, 2025•1 hr 7 min•Season 1Ep. 97
Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market This week on Drunk Real Estate , we’re diving deep into the Q1 GDP shock, the Fed’s continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing. With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts, delayed refinancing, and rising CRE debt risks are quietly reshaping the economy. - GDP miss: ...
May 08, 2025•1 hr 34 min
Episode 95: Tariffs, Layoffs & a Slowing Economy – Are We Already in Trouble? This week on Drunk Real Estate , we unpack the growing signs that the economy might already be in the early stages of a slowdown or recession . From empty shipping ports and declining imports to rising tariffs, inflation pressure, and layoffs , the data is painting a confusing—but concerning—picture. We discuss: 📉 What’s really driving weak GDP projections 🛳️ Why U.S. ports are shockingly empty right now 💼 Where...
May 01, 2025•1 hr 38 min•Season 1Ep. 95
Episode 94: Trump, The Fed & The Mar-a-Lago Accord – Is the Dollar at Risk? In this episode of Drunk Real Estate , we dive into the rising tension between Donald Trump and the Federal Reserve , and the growing speculation about a radical new economic plan—the so-called Mar-a-Lago Accord . Is Trump planning to intentionally weaken the U.S. dollar through tariffs and monetary policy? Can he actually fire Fed Chair Jerome Powell ? And what would it mean for the global economy, interest rates, a...
Apr 24, 2025•1 hr 18 min•Season 1Ep. 94
Episode 93! In this week’s episode of Drunk Real Estate , the team dives into the surging bond yields, collapsing liquidity , and growing fears that the U.S. treasury market is flashing major warning signs . Is China dumping U.S. debt? Are leveraged bond trades putting the global economy at risk? And how will this all impact real estate investors, mortgage rates, and Fed policy? 🔥 In this episode: Why bond yields are rising—even as the market signals weakness Margin calls, liquidity issues, and...
Apr 17, 2025•1 hr 18 min•Season 1Ep. 93
AI Is Changing Real Estate—But Who Wins? In Episode 92 of Drunk Real Estate , we’re joined by AI expert and investor Robb Almy to break down how artificial intelligence is already reshaping real estate. From automated investing to property analysis, AI is creating massive opportunities—and big risks. Are small investors being left behind? Is AI deflationary or the cure for labor shortages? And how close are we really to Artificial General Intelligence (AGI)? We cover it all—plus a wild economic ...
Apr 10, 2025•1 hr 38 min•Season 1Ep. 92
The economy is on fire—at least according to the latest GDP numbers. But is this growth real, or is it just a result of massive government spending? And how does it impact the housing market, which is showing signs of slowing down? In this episode of Drunk Real Estate , we break down the big economic headlines, including the surprising GDP surge and what it means for investors, homeowners, and renters. Is this an opportunity—or a disaster waiting to happen? We also dive into how government polic...
Apr 03, 2025•1 hr 23 min•Season 1Ep. 91
Episode 90: Should Fannie & Freddie Go Private? Plus, The Education Debate This week on Drunk Real Estate , we dive into two major policy debates that could reshape the housing market and the education system as we know them. 🗨️ What’s Inside: Fannie Mae & Freddie Mac—Should They Be Privatized? These mortgage giants have been government-backed since 2008 , but there’s growing debate over whether they should return to private control. Would this mean higher mortgage rates and tighter len...
Mar 27, 2025•1 hr 21 min•Season 1Ep. 90
Episode 89: Gold Surges to $3,000 – What’s Next for Investors? This week on Drunk Real Estate , we break down the record-breaking surge in gold prices , why the U.S. dollar is weakening, and whether gold or Bitcoin is the best safe-haven asset right now. 🗨️ What’s Inside: Gold Hits $3,000! What’s driving this massive rally, and is it just getting started? The U.S. Dollar is Falling: Why a weaker dollar is pushing gold prices higher—and what it means for inflation. Recession Warning? Business an...
Mar 20, 2025•1 hr 39 min•Season 1Ep. 89
Episode 88: Tariffs, Trade Wars & a Wild New Citizenship Proposal This week on Drunk Real Estate , we break down Trump’s new tariffs, Canada’s shocking response, and a major legal shake-up for real estate investors. 🗨️ What’s Inside: The U.S. Dollar is Weakening: Why the dollar is dropping and what it means for real estate, inflation, and foreign investment. Is Trump Weakening the Dollar? Could this be part of a bigger strategy to encourage U.S. manufacturing and exports? Debt Refinancing C...
Mar 13, 2025•1 hr 38 min•Season 1Ep. 88
Episode 87: Tariffs, Trade Wars & a Wild New Citizenship Proposal This week on Drunk Real Estate , we break down Trump’s new tariffs, Canada’s shocking response, and a major legal shake-up for real estate investors. 🗨️ What’s Inside: New Tariffs Are Here! Trump just announced major tariffs on Canada, China, and Mexico —how will this impact supply chains, real estate, and inflation? Canada’s Unexpected Move: Could Canada actually cut off electricity to U.S. states in retaliation? China Strik...
Mar 06, 2025•1 hr 26 min•Season 1Ep. 87
Episode 86: Recession Countdown—Will April 4th Be the Breaking Point? This week on Drunk Real Estate , we dive into a major recession warning, a surge in layoffs, and expert insights on raising capital in 2025 . 🗨️ What’s Inside: Recession Alert: Jay makes a bold prediction—April 4th could mark the beginning of a major downturn. Is he right? Layoffs & Market Fears: From government job cuts to corporate downsizing, are we about to see a wave of unemployment? Consumer Confidence Collapse: Bus...
Feb 27, 2025•1 hr 27 min•Season 1Ep. 86
Episode 85: Tariffs, Inflation, and Real Estate – What Investors Need to Know In this week’s episode of Drunk Real Estate , we break down the latest economic curveballs hitting investors: 🗨️ What’s Inside: Tariffs Are Back: How Trump’s latest tariff moves on steel, lumber, and other goods could drive up costs for builders and investors. Will this slow new housing supply or crush deals? Inflation Update: January CPI and PPI numbers are heating up—what does this mean for interest rates and the Fe...
Feb 20, 2025•1 hr 24 min•Season 1Ep. 85
Episode 84: Sovereign Wealth Fund Madness + Argentina’s Economic Gamble This week on Drunk Real Estate , we’re digging into two wild stories with huge implications for the economy and your investments: 🗨️ U.S. Sovereign Wealth Fund? The government wants to start investing taxpayer dollars in stocks, real estate, and even TikTok. Is this the future of America—or a fast track to disaster? 🗨️ Argentina’s Radical Reforms President Javier Milei slashed government spending by 35%, crushed inflation,...
Feb 13, 2025•1 hr 16 min•Season 1Ep. 84
Are Trump’s new tariffs in 2025 a brilliant negotiating tactic or a ticking time bomb for the economy? In this episode of Drunk Real Estate , we break down the impact of tariffs on trade, inflation, and—most importantly—real estate investing. We discuss: 🛑 Trump’s Trade Moves – How will tariffs on Mexico, Canada, and China impact the U.S. economy this year? 🏗️ Multifamily Market Update – Will distress hit harder in 2025, or are lenders still playing “extend and pretend”? 📈 Interest Rates &...
Feb 06, 2025•1 hr 23 min•Season 1Ep. 83
This week on Drunk Real Estate, we’re breaking down three major topics that are shaking up real estate and technology. 🗨️ Topics Covered: Fed Update: AJ recaps the latest Federal Reserve meeting, breaking down Jerome Powell’s key comments and what they mean for interest rates, inflation, and the economy. Landlords vs. Price Gouging Laws: Mauricio dives into California’s controversial rent control and price gouging laws, explaining how they impact landlords and what this could mean for the futur...
Jan 30, 2025•1 hr 28 min
In Episode 81 of Drunk Real Estate , we dive into Donald Trump’s first few days back in the White House and the sweeping executive orders that are already shaking up policies on immigration, energy, and global relations. 🗨️ What We Cover : Trump’s bold return: A breakdown of his day-one executive orders and what they mean for the U.S. economy and international policies. The TikTok ban saga: With a 75-day extension, we unpack the controversy and what might happen next. National energy emergency:...
Jan 23, 2025•1 hr 17 min•Season 1Ep. 81
In this episode of Drunk Real Estate , we’re tackling the hottest economic and real estate topics of 2025: Debt Ceiling Crisis : What happens if Congress fails to raise the debt limit? We break down the stakes, the politics, and what it all means for the U.S. economy. Housing Market Predictions : Dave Meyer from BiggerPockets shares data-driven insights into the single-family housing market, offering predictions for the next 12–24 months and advice for investors navigating these uncertain times....
Jan 16, 2025•1 hr 30 min•Season 1Ep. 80
On this episode of Drunk Real Estate, we take a deep dive into Joe Biden’s presidency and its impact on the U.S. economy. From inflation and national debt to job growth and real wages, we break down what presidents can and can’t control. We also explore: • How COVID-19 shaped the economic recovery • The role of AI and GDP growth in future job trends • The disconnect between rising wages and inflation • Why average Americans are still feeling the pinch Plus, we discuss Donald Trump’s pick for the...
Jan 09, 2025•1 hr 26 min•Season 1Ep. 79
In this episode of Drunk Real Estate, the crew kicks off the new year with their highly anticipated predictions for 2025. From recession forecasts and inflation debates to calling out the best and worst-performing real estate asset classes, no topic is off-limits. Highlights include: Will 2025 bring a recession or economic growth? Predictions for mortgage rates and home prices. Which asset class will dominate—and which will crash? The influence of AI, inflation, and geopolitical changes on the r...
Jan 02, 2025•1 hr 15 min•Season 1Ep. 78
Why is Canada’s housing market in such turmoil? In this episode, we uncover the perfect storm driving Canada’s affordability crisis. From surging immigration and a housing supply shortage to sky-high interest rates and foreign investment policies, we break down how these factors intertwine to create one of the most pressing economic issues in the country. We also explore: Trudeau’s role in Canada’s economic divergence. How Canada’s housing market compares to the U.S. The ripple effects of specul...
Dec 19, 2024•1 hr 13 min•Season 1Ep. 77
On this episode of Drunk Real Estate, we give an economic update, touch base on the Corporate Transparency Act and tackle the shocking story of the UnitedHealthcare CEO shooting. We unravel the deep issues of the American insurance industry. From skyrocketing premiums and bloated administrative costs to the socioeconomic impact of medical debt, we break down why the system feels broken. Plus, our hosts share insights into how healthcare lobbies shape policies, the role of insurance companies in ...
Dec 12, 2024•1 hr 22 min
In this episode of Drunk Real Estate, we take a hard look at two major moves from Trump that could shake the economy: his immigration and deportation plans and his push for more influence over the Federal Reserve. We discuss the potential effects on key industries like agriculture, construction, and hospitality, as well as the real estate market and housing availability. Will these policies create opportunities or chaos for investors? And what happens to the Fed's independence if Trump gets his ...
Dec 05, 2024•1 hr 21 min•Season 1Ep. 75
In Episode 74 of Drunk Real Estate , the crew dives into two of the most controversial topics in the economic and political landscape today: Trump’s proposed tariffs : Are these just another tax on consumers, or a strategic move in global trade? Elon Musk’s Department of Government Efficiency (DOGE) : Can Musk and Vivek Ramaswamy really dismantle bureaucracy and cut $2 trillion in federal spending? This fiery debate tackles: ✔️ The ripple effects of tariffs on inflation, trade wars, and consumer...
Nov 21, 2024•1 hr 39 min•Season 1Ep. 74
In this episode of Drunk Real Estate , we explore the potential impact of a Trump presidency on the world of real estate syndications. From possible SEC changes affecting who qualifies as an accredited investor to the revival of bonus depreciation and shifts in economic policy, we break down what syndicators and investors might expect if Trump returns to office. Join us for an in-depth discussion on the future of real estate under these potential new policies and how they could shape the industr...
Nov 14, 2024•1 hr 28 min•Ep. 73
The crew dives deep into the aftermath of the recent election and what it means for real estate, investors, and the broader economy. They break down topics like Trump's surprising win, the possibility of inflation spikes, and the role of media bias in shaping public opinion. Expect lively debates on economic strategies, the implications for the 10-year Treasury, and how Trump's policies could impact tariffs, immigration, and healthcare reform. With AJ Osborne, Mauricio Rauld, and J Scott at the ...
Nov 07, 2024•1 hr 11 min
