Drunk Real Estate

The hosts revisit their 2025 predictions, analyzing what they got right and what missed the mark. They dive into inflation trends, interest rates, and the current state of the housing market, revealing where buyers are struggling. The chat turns to personal anecdotes about Starlink internet and an upcoming property adventure in Dallas. With insights on gold, silver, and cryptocurrency, they also explore the impacts of AI and global conflicts. Additionally, they humorously touch on political betting and the quirks of achieving Wikipedia fame.

What if property taxes disappeared? The hosts delve into this provocative idea, exploring its potential effects on housing affordability and public funding. They debate the financial strains faced by homeowners and discuss creative alternatives to traditional tax structures. Insights into the impact on educational funding highlight the disparities driven by local property taxes. With a blend of humor and sharp observations, they tackle the complexities of taxation, community services, and the broader economic landscape.

The latest inflation numbers reveal a surprising uptick in the Consumer Price Index, sparking concerns about the true state of the economy. As consumer demand shows signs of slowing and credit usage drops, the hosts dig into how these factors could indicate deeper trouble ahead. They also examine how tariffs are influencing various sectors, and what high rates mean for real estate investors navigating this tumultuous landscape. It’s a blend of insightful economic analysis and casual banter about the realities of investing in today's market.

A new law, dubbed the 'Big Beautiful Bill,' is shaking up the real estate landscape with potential tax breaks and investor incentives. The SEC's revived Finder Rule could reward those raising capital without a broker-dealer license. Discussions also include how rent payment impacts credit scores, innovative investment structures, and the latest changes in TSA regulations. The hosts blend humor with insight, covering everything from goat landscaping to speculative team names for Philadelphia's new basketball squad.

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!