Drunk Real Estate 101. Trump vs Powell
9 snips
Jul 3, 2025 The hosts dive into rising loan delinquency rates in commercial real estate, comparing them with stable single-family homes, all with a humorous twist. They celebrate their 100th milestone while discussing recent economic updates like inflation and job market dynamics. The conversation shifts to contrasting interest rate strategies of Jerome Powell and past leaders. They tackle the impact of tariffs on consumer prices, revealing how they affect retail profitability, and delve into the housing crisis shaped by high rates, plus strategies for real estate profitability.
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Fed Achieves Dual Mandate
- Inflation and employment are currently steady and within target ranges.
- The Fed has achieved its dual mandate of full employment and low inflation.
Tariffs Delay Inflation Effect
- Tariffs' impact on inflation is uncertain and delayed due to front-loaded inventory from Q1.
- Powell is cautious, preferring to wait for clearer tariff effects before adjusting rates.
Money Supply Drives Inflation
- Money supply growth is a key inflation driver, potentially more than tariffs.
- The government spending bill may hinder lowering interest rates, complicating Fed actions.