Drunk Real Estate

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!

The hosts debate whether the booming GDP is a mirage fueled by government spending, and what that means for the sluggish housing market. They delve into stagflation's complexities and the awkwardness of tariffs while revealing consumer behavior trends amid rising prices. A humorous take on the discrepancies in U.S. beer prices adds levity, alongside a lighthearted discussion on juicy political differences between Canada and America. Lastly, a candid look at housing market challenges highlights the struggle between seller expectations and buyer realities.

This discussion dives into the debate over whether Fannie Mae and Freddie Mac should be privatized, exploring potential impacts on mortgage rates and the housing market. The hosts also tackle the question of eliminating the Department of Education, analyzing how this could affect funding for local schools and real estate values. They humorously touch on challenges in educational administration and the consequences of federal involvement, all while keeping the conversation lively with personal anecdotes and witty banter.

Robert Helms, co-host of The Real Estate Guys radio show and a seasoned expert in real estate investing, dives deep into the recent surge in gold prices hitting $3,000. He explores the implications of a weakening U.S. dollar and the shifting landscape of safe-haven assets. The conversation contrasts gold's stability against Bitcoin's volatility, emphasizing gold's historical value and inflation hedging capabilities. They also discuss how these economic shifts might impact real estate investment strategies in the current market.