One Rental At A Time It is The Economy STUPID
Nov 8, 2025
The hosts dive into the complexities of the K-shaped economy and rising economic stress. They discuss moderating service inflation and the implications of recent election results, particularly in New York. Insights on the government shutdown highlight its impact on auto sales and GDP. Consumer sentiment takes a surprising dip, raising concerns for holiday spending. They also touch on rising layoffs and the normalization of delinquencies post-pandemic. Plus, Michael Burry's bearish bets against AI stocks stir up intrigue.
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Economy Showing Stress Fractures
- The economy is showing significant stress fractures and a K-shaped recovery is obvious.
- Michael Zuber warns the hidden weaknesses are starting to come home to roost, so buckle up.
Monitor Service Inflation Carefully
- Watch service inflation closely because the US economy is service-dominated and service inflation matters most.
- Be cautious since official service inflation data are limited due to the government shutdown, leaving policymakers 'in a fog.'
Real Roof Bids Fell Dramatically
- Michael Zuber shares real-estate repair quotes where roof bids dropped from $15k–$25k to sub-$10k or $9,500.
- He reports negotiating harder and expects 10–15% reductions in repair and maintenance costs in his portfolio.