Drunk Real Estate

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.

Dive into the wacky world of conspiracy theories with a comedic twist! The hosts rank the top ten theories, from the JFK assassination to moon landing doubts. Enjoy lighthearted banter over drinks and summer traditions. They tackle controversial topics like vaccines and public trust, while contemplating the mysteries of extraterrestrial life and ancient wonders. A spirited debate unfolds around the credibility of evidence and mainstream narratives, making you question everything from government transparency to smartphone privacy!

Episode 99: Bond Buybacks, Job Market Illusions & the Fed’s Standstill This week on Drunk Real Estate, the crew tackles one of the biggest questions in the current economy: Can the government actually bring interest rates down—without the Fed’s help? As the Treasury prepares for its first bond buyback program in over two decades, we unpack what that really means, how it differs from quantitative easing, and whether it’s a sign of quiet panic behind the scenes. We also cover: 📉 Why the recent jobs report may be more illusion than strength 💼 600,000+ workers exiting the labor force—what it means for inflation 📊 The Fed vs. the Treasury: Who’s pulling the real economic levers? 🏢 The impact of all this on real estate, debt, and long-term investing 🤖 Plus: is AI the fix for the labor market... or a major risk? As always, grab a drink and join us for unfiltered takes, sharp insights, and a brutally honest breakdown of where the economy is heading. 📩 Get our daily economic newsletter → http://dredaily.com 🧠 Mauricio’s coaching → https://coachingwithmauricio.com 📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube → https://www.youtube.com/@AJOsborneOfficial 📷 Follow BadAshInvestor → https://www.instagram.com/badashinvestor 🎙️ Enjoying the show? Leave a review and share it—it helps a ton!

The podcast dives into the chaos of the U.S. debt markets, exploring why bond auctions are failing and the implications for real estate investors. With national debt soaring past $36 trillion, the discussion includes Moody’s downgrade and the Fed’s struggle with rising interest rates. They connect global forces shaping bond demand, and examine the risks of a debt spiral. Personal anecdotes and light-hearted moments add humor, while analyzing how fiscal policies are impacting wealth distribution and housing trends adds depth.

Empty ships are flooding U.S. ports, leading to a looming crisis as retailers brace for a staggering 40% rise in import costs due to new tariffs. The hosts dive into the impact on logistics and consumer prices, revealing a disconnect between inflation reports and real-world economic pressures. They also highlight the challenges retailers like Amazon and Macy's face in this turbulent environment. Amidst the humor, they emphasize the need for transparent government spending and the importance of diversifying supply chains in today's unpredictable market.

Dive into the surprising drop in GDP and ponder why the Fed is hesitating on rate cuts. Discover the state of the commercial real estate market and the looming risks of rising debt. The hosts mix humor with insight, discussing trade shifts and economic forecasts while sipping their favorite drinks. There’s even a whimsical debate about men versus gorillas, ensuring a lighthearted touch amidst the serious economic discussions. Get ready for an entertaining take on current market dynamics!

Episode 95: Tariffs, Layoffs & a Slowing Economy – Are We Already in Trouble? This week on Drunk Real Estate, we unpack the growing signs that the economy might already be in the early stages of a slowdown or recession. From empty shipping ports and declining imports to rising tariffs, inflation pressure, and layoffs, the data is painting a confusing—but concerning—picture. We discuss: 📉 What’s really driving weak GDP projections 🛳️ Why U.S. ports are shockingly empty right now 💼 Where layoffs may be coming next—from trucking to government 🌎 How global trade patterns are shifting away from China 💵 The long-term effects of tariffs on inflation, prices, and real estate Grab a drink and join us for the facts behind the headlines, with the usual dose of sarcasm, strong opinions, and surprisingly smart takes. 📩 Get the daily economic rundown: http://dredaily.com 📚 J Scott’s Books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 Watch AJ’s YouTube channel: https://www.youtube.com/@SelfStorageIncome 🧠 Mauricio’s coaching & resources: https://coachingwithmauricio.com 📷 Follow BadAshInvestor on Instagram: https://www.instagram.com/badashinvestor 🎙️ Like what you hear? Leave a 5-star review and share the episode—it helps more than you know!

Explore the clash between Trump and the Federal Reserve, as they consider the implications of a potential Mar-a-Lago Accord to weaken the dollar. Discover whether Trump can legally remove the Fed Chair and what that means for economic stability. Delve into tariffs, inflation, and the historical context of currency accords while the hosts share humorous takes on economics and personal experiences with drinks. It’s a wild ride through potential impacts on the global economy and the future of U.S. manufacturing!

The conversation heats up around surging bond yields and concerns of a cooling treasury market. As China might be dumping U.S. debt, there's a lively debate on how leveraged trades could shake the global economy. The hosts unravel the odd relationship between rising bond yields and falling stock prices, while exploring potential ramifications on real estate and mortgage rates. With fears reminiscent of 2008 lurking, will the Fed's strategies be enough to stabilize the situation? Join in for a mix of humor, insight, and financial angst!

Robb Almy, an AI expert and investor focusing on real estate, dives deep into how AI is revolutionizing the industry. He discusses both the opportunities and risks presented by automation, questioning whether small investors will be left behind. The conversation also touches on the implications of tariffs and the evolving trade dynamics with China. Almy sheds light on the potential impact of AI on employment, suggesting it may bridge labor shortages while also posing significant challenges to the job market. It's an insightful blend of humor and economic predictions!