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93. Bond Market Breakdown – Is the Fed Losing Control?

Drunk Real Estate

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Intro

In this chapter, the speaker humorously recounts their frustrating experience of traveling to Canada with firearms, detailing the mix-ups and strict regulations faced at the airport. The narrative serves as a light-hearted segue into the podcast episode, addressing a recent scheduling conflict.

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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 echoes of 2008
Foreign holdings of U.S. debt: Is China fighting back with treasuries?
How interest rate volatility could spill into the real estate market
The Fed’s next move—and whether it’ll be enough

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🔗 Links & Resources

📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@SelfStorageIncome 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/

👥 Connect with the Hosts

AJ Osborne • LinkedIn: https://www.linkedin.com/in/aj-osborne/ • Website: https://www.ajosborne.com • Instagram: https://www.instagram.com/ajosborne/?hl=en • Newsletter: https://www.selfstorageincome.com/newsletter?utm_source=youtube&utm_medium=description&utm_campaign=ajopod • Self Storage Starter Pack: https://www.selfstorageincome.com/start-podcast

J Scott • LinkedIn: https://www.linkedin.com/in/jscottinvestor/ • Website: https://jscott.com

Ashley (BadAshInvestor) • LinkedIn: https://www.linkedin.com/in/badashinvestor/

Mauricio Rauld • LinkedIn: https://www.linkedin.com/in/mauriciorauld/ • Instagram: https://www.instagram.com/mauriciorauld/?hl=en • Book: https://a.co/d/j6ZtAFQ

🍸 Follow Drunk Real Estate

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