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 retail panic and the Fed’s silent struggle, this episode connects the dots that most people are missing.

🛳️ Empty port data from Long Beach & Los Angeles 💥 The 145% tariffs and how they’re already hitting costs 📉 Why the CPI data hasn’t caught up with reality 📦 How Amazon, Macy’s, and U.S. retailers are preparing for Q3 🧠 What this means for inflation, the Fed, and the risk of recession

Grab a drink and join the crew as we call out what’s not making the headlines—but should be.

📩 Subscribe to the daily economic newsletter: http://dredaily.com 🧠 Learn from Mauricio: https://coachingwithmauricio.com 📚 J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube: https://www.youtube.com/@AJOsborneOfficial 📷 BadAshInvestor on Instagram: https://www.instagram.com/badashinvestor

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