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Jay Scott
Economist and market analyst invited to unpack macroeconomic trends, inflation, labor markets, and implications for residential and commercial real estate investing.
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Sep 30, 2025
• 48min
This Small Group is Driving the Entire Economy (and They’re About to Stop)
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Jay Scott, an economist and market analyst, dives into the shifting landscape of the economy. He explains how post-2008 changes and massive debt are reshaping macroeconomic trends. Is a recession looming? Jay suggests the top 20% of earners drive the economy and could trigger downturns with slowing activity. He also discusses the potential for AI to deflate wages, impacting housing prices. Investors get a tailored risk-off playbook focused on conservative underwriting and the resilience of single-family home prices.
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