Player FM - Internet Radio Done Right
12 subscribers
Checked 4d ago
추가했습니다 two 년 전
J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
들어볼 가치가 있는 팟캐스트
스폰서 후원
S
Smart Travel: Upgrade Your Getaways

1 Cash or Miles? The 2025 Points Valuations That Could Change How You Travel 42:36
42:36
나중에 재생
나중에 재생
리스트
좋아요
좋아요42:36
Get fresh NerdWallet data on what your points and miles are really worth in 2025 — and why the answer might change how you book travel. Should you take a $650 flight voucher or 32,500 miles? How much are your points and miles actually worth? Hosts Sally French and Meghan Coyle break down the latest NerdWallet valuations to help you make smarter redemption choices. But first, they cover the week’s biggest travel headlines, including Southwest Airlines’ new partnership with EVA Air, Frontier’s companion certificate promotion and status match, and JetBlue opening up award bookings with Condor Airlines. Then, travel Nerd Craig Joseph joins Meghan to discuss NerdWallet’s latest airline, hotel, and credit card point valuations, with tips and tricks on comparing loyalty programs, maximizing transfer partners, and deciding when cash is more valuable than points. They also discuss the impact of devaluations, how close-in bookings can save you points, and why premium cabins can sometimes offer outsized redemption value. Plus: Craig’s hot take on airport lounges. Card benefits, terms and fees can change. For the most up-to-date information about cards mentioned in this episode, read our reviews: Is the Frontier Airlines World Mastercard Worth Its Annual Fee? https://www.nerdwallet.com/article/travel/is-the-frontier-airlines-world-mastercard-worth-its-annual-fee Citi Strata Credit Card Review: Solid Rewards for No Annual Fee https://www.nerdwallet.com/reviews/credit-cards/citi-strata Citi Double Cash Review: A Solid Choice for Everyday Spending https://www.nerdwallet.com/reviews/credit-cards/citi-double-cash Citi Custom Cash Card Review: Low-Maintenance 5% Cash Back https://www.nerdwallet.com/reviews/credit-cards/citi-custom-cash Citi Strata Premier: Big Rewards Across Top Spending Categories https://www.nerdwallet.com/reviews/credit-cards/citi-strata-premier Is the New Alaska Atmos Summit Card Worth a $395 Annual Fee? https://www.nerdwallet.com/article/travel/is-the-alaska-airlines-atmos-summit-card-worth-its-annual-fee Resources discussed in this episode: Airline Miles vs. Cash Calculator https://www.nerdwallet.com/article/travel/calculator-should-you-book-a-flight-with-cash-or-miles How Much Are Travel Points and Miles Worth in 2025? https://www.nerdwallet.com/article/travel/airline-miles-and-hotel-points-valuations Want even more tips and tricks to get the most out of your travel dollars? Subscribe to TravelNerd , our free newsletter designed to help you crack the code on spending less on your travel. In this episode, the Nerds discuss: points and miles valuation, airline miles value, hotel points value, credit card points value, Southwest EVA Air partnership, Frontier Companion Certificate, JetBlue Condor award booking, Citi American Airlines transfer, Amex Membership Rewards value, Capital One points value, Bilt points value, Hyatt points value, Hilton points value, Marriott points value, Wyndham points value, IHG points value, Alaska miles value, JetBlue points value, American Airlines miles value, United miles value, Southwest points value, Virgin Atlantic miles value, ANA miles value, Avianca LifeMiles value, best way to use Amex points, best way to use Citi points, best way to use Capital One points, use cash or points for flights, last minute award flight value, premium cabin redemption value, economy flight points value, airline devaluation, hotel point devaluation, cash vs points travel booking, when to transfer credit card points, how to maximize travel rewards, and NerdWallet points and miles calculator. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Drunk Real Estate
모두 재생(하지 않음)으로 표시
Manage series 3482894
J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
What do you get when you combine alcohol with four brilliant real estate minds talking about investing, economics, finance and current events? You get Drunk Real Estate! Join us each week as Kyle Wilson, J Scott, Mauricio Rauld and AJ Osborne delve deep into the week's current events.
…
continue reading
110 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3482894
J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J Scott, Mauricio Rauld, AJ Osborne, and Kyle Wilson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
What do you get when you combine alcohol with four brilliant real estate minds talking about investing, economics, finance and current events? You get Drunk Real Estate! Join us each week as Kyle Wilson, J Scott, Mauricio Rauld and AJ Osborne delve deep into the week's current events.
…
continue reading
110 에피소드
모든 에피소드
×D
Drunk Real Estate
1 109. Inflation Is Cooling, But Is Real Estate Still in Trouble? with Ashley Wilson and Danille McElroy 1:15:50
1:15:50
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:15:50
In Episode 109 of Drunk Real Estate, Ashley Wilson (Kyle Wilson's wife) and Danille McElroy join the crew! They dive into the shifting landscape of real estate and the broader economy in 2025. From cooling inflation to potential Fed rate cuts, and from a surging stock market to struggles in commercial real estate, this episode unpacks where investors should keep their eyes right now. We cover: Latest CPI report and what slowing inflation really means The Fed's upcoming decisions on interest rates and market expectations How Wall Street optimism contrasts with real estate investor caution The ongoing challenges in commercial real estate and lending Regional differences in housing markets across the U.S. Whether 2025 is shaping up to be a year of opportunity or more risk With drinks in hand 🍷🥃, we break down the numbers, debate the trends, and deliver insights for anyone navigating today's unpredictable market. 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn how to be a syndication pro with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
1 108. From Hollywood to $600M in Apartments: Charlie Koznick on Multifamily's Future 1:30:29
1:30:29
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:30:29
In this episode of Drunk Real Estate , Kyle and Mauricio sit down with Charlie Koznick, Chief Investment Officer at MC Companies, who made the leap from Hollywood actor to leading one of the largest multifamily portfolios in the country. We discuss: Charlie's unique path from TV sets to real estate boardrooms Why MC Companies is investing $600M+ in Class A multifamily while others sit on the sidelines The current state of the multifamily market, absorption rates, and rent growth How interest rates, supply, and demand are shaping opportunities in 2025 Long-term strategies investors should consider in today's uncertain economy Grab a drink and join us for insights, laughs, and straight talk about the future of real estate investing. 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/ 🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
1 107. 4 Fed Rate Cuts? The CRE Market Shocker Ahead 1:26:17
1:26:17
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:26:17
The Fed may be gearing up for four interest rate cuts in 2025—but what does that mean for commercial real estate? In this week's Drunk Real Estate , the guys break down the latest interest rate outlook, explore how rate cuts have historically affected CRE, and debate whether lower rates will actually solve the sector's biggest problems. We'll cover: Why 4 cuts this year could shake investor confidence How rate cuts impact property values, financing, and cap rates The risks of moving too quickly with monetary policy Practical takeaways for commercial real estate investors in 2025 Whether you're an active CRE investor, a passive LP, or just watching the market, this episode will give you the insights you need to navigate what could be a historic shift in real estate. 🍪 Sponsor: This episode is brought to you by Smooch — Send a Smooch. Share the Love. The ultimate over-the-top cookie gift—handcrafted, indulgent, and made to be shared (or not… we won't judge). 👉 Order yours now: https://smoochcookie.com/ 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
1 106. Fake Jobs Data & When Real Estate Deals Go Bad 1:47:43
1:47:43
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:47:43
Episode 106 – Fake Jobs Data & When Real Estate Deals Go Bad This week on Drunk Real Estate , we break down two major headlines shaking confidence in the market: 📉 The Jobs Data Scandal – Massive revisions to the July jobs report led to the firing of the BLS Commissioner. We unpack what this means for the veracity of government data, its impact on interest rates, and why it's making investors and analysts nervous about the economy. 🏘️ Real Estate Syndications Gone Wrong – More syndicators are losing LP money, but that doesn't always mean fraud. We discuss the difference between a bad deal and a bad actor, and how investors can better evaluate deals, sponsors, and risk in today's high-stakes environment. This episode is a must-listen if you're trying to understand the economy, preserve your capital, and make smarter real estate decisions in 2025. 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/ 🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
1 105. Our 2025 Predictions Revisited: What We Got Right (and Wrong) 1:08:58
1:08:58
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:08:58
Episode 105: Revisiting Our 2025 Predictions – Mid-Year Market Check-In We're six months into 2025, and it's time to see how our January predictions have held up. In this episode of Drunk Real Estate , the crew revisits every bold call—what we nailed, what we missed, and what the latest market data is telling us now. We break down: 📉 Inflation and interest rates – Did the Fed move like we thought? 🏠 Housing market trends – Where buyers and investors are feeling the pain 🏢 Commercial real estate check-in – The surprising mid-year story 💼 Investor sentiment – Are people pulling back, or finding opportunities? 🔮 Updated predictions – What we see coming for the rest of 2025 Grab a drink and join us for real talk, market insight, and a few strong opinions about where this economy is heading. 🎙️ Enjoying the show? Leave a 5-star review and share it with a friend—it helps us grow! 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/ 🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
Episode 104: What If Property Taxes Disappeared? In this episode of Drunk Real Estate , the crew explores a wild but surprisingly logical idea: What if we eliminated property taxes on homes? Would it make housing more affordable—or bankrupt your local school district? The guys dig into the real-world economic impacts, how this would shift the incentives for homeowners and investors, and whether we could realistically replace that revenue in a way that works. Expect sharp takes, creative alternatives, and a no-holds-barred discussion on whether property taxes are a necessary evil or a broken system ripe for reform. 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor) https://www.badashinvestor.com/ 🍸Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
1 103. Why the Consumer Price Index is Important + What This Weeks Update Means for Investors 1:09:44
1:09:44
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:09:44
Episode 103: CPI Surprise, Demand Collapse, and Real Estate Fallout In this week's episode of Drunk Real Estate , the guys react in real-time to the latest CPI inflation numbers, digging into why the headlines don't tell the full story—and why inflation may be worse than it looks. They unpack signs of slowing consumer demand, falling credit usage, and businesses absorbing inflation—all of which point to deeper trouble ahead. The second half dives into what this means for the real estate market, from price cuts and investor strategy to how high rates and hidden costs are impacting deals right now. If you're navigating this economy as an investor, this is your unfiltered update. 🔗 All links & more episodes → https://www.drunkrealestateshow.com 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814…
D
Drunk Real Estate
1 102. The Big Beautiful Bill Is Law – What It Means for Investors 1:35:41
1:35:41
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:35:41
Episode 102: Trump's Big Beautiful Bill Is Now Law—Here's What Investors Need to Know In this episode of Drunk Real Estate , the crew breaks down the newly signed "Big Beautiful Bill"—one of the most impactful pieces of legislation for real estate and economic policy in years. We cover how the bill affects: - Real estate tax breaks and capital gains - Interest rates, debt structure, and investor incentives - 1031 exchanges and passive income strategies - The revived SEC Finder Rule—and how it could finally legalize capital raising referrals without a broker-dealer license Whether you're a syndicator, passive investor, or just trying to make sense of the changing economic landscape, this episode explains what the new law means for your bottom line. 🔗 All links & more episodes → https://www.drunkrealestateshow.com 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/ 🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley Wilson (BadAshInvestor): • Website: https://www.badashinvestor.com/…
D
Drunk Real Estate
1 101. Trump vs. Powell: Who's Controlling Interest Rates? 1:30:14
1:30:14
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:30:14
Episode 101: Trump, Powell & the Housing Market Power Struggle This week on Drunk Real Estate, the crew dives deep into the growing tension between President Trump and Fed Chair Jerome Powell as both sides battle over the future of interest rates—and what it means for your mortgage, investments, and the U.S. housing market. We break down: 🏠 How interest rates are shaping the single-family housing market 📉 Powell's refusal to cut rates (yet)—is he waiting too long? 🇺🇸 Trump's aggressive push for a 2-point rate drop 📊 Is inflation really under control—or just hiding in housing? 💵 Why consumer spending, M2 money supply & GDP trends matter more than ever 🔥 The Fed's real concern: a 2025 inflation surprise or political blowback? Grab a drink and join the crew for unfiltered commentary on the rate war, economic signals, and how it all trickles down to your wallet. 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • YouTube: https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg • Instagram: https://www.instagram.com/badashinvestor/…
D
Drunk Real Estate
1 100. They Don't Want You to Know This… (Our Favorite Conspiracies) 1:41:35
1:41:35
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:41:35
Episode 100: Conspiracy Theories, Economic Truth Bombs & a Lot of Whiskey We made it to 100 episodes—and we're celebrating by going completely off the rails. This week on Drunk Real Estate, the crew cracks open their favorite conspiracy theories, from economic manipulation to UFOs, and who really runs the world? Expect hot takes, hard laughs, and a few theories that sound just a little too real. Whether you're a skeptic or a tinfoil hat collector, this one's for you. 🔗 Links & Resources 📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@AJOsborneOfficial 🧠 Learn more about syndication with Mauricio: https://coachingwithmauricio.com 📚 Check out J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 💼 Support Kyle & Ashley (BadAshInvestor): • Website: https://www.badashinvestor.com/ • Instagram: https://www.instagram.com/badashinvestor/ 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Facebook: https://www.facebook.com/61567789892814 Website: https://www.drunkrealestateshow.com/…
D
Drunk Real Estate
1 99. Can the Government Force Interest Rates Lower? 1:23:30
1:23:30
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:23:30
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!…
D
Drunk Real Estate
Episode 98: Are We Hitting a Wall? Rising Debt, Bond Market Chaos & the Fed's Next Move In this week's episode of Drunk Real Estate, we dive into the growing storm in the debt markets and what it means for real estate investors, the U.S. economy, and interest rates going forward. With U.S. debt exploding past $36 trillion, bond auctions failing, and interest payments projected to hit $1 trillion annually, the crew breaks down what's really happening behind the headlines—and why the Fed may be nearing a breaking point. We cover: - Moody's downgrade and its message to investors - Why 20- and 30-year bonds are being rejected by the market - The Fed's balance sheet roll-off and its unintended consequences - Could a debt spiral force the Fed to reverse course on QT? - Why Japan, Germany & global forces are quietly reshaping bond demand - What the SOFR curve is telling us about long-term rates - How all of this ties back to commercial real estate, cap rates, and refinance risk This episode connects the macro puzzle pieces—from treasury stress to real estate fallout—in the way only Drunk Real Estate can. 📩 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/@SelfStorageIncome 📷 BadAshInvestor → https://www.instagram.com/badashinvestor 🎙️ Enjoying the show? Leave a review and share it—it helps more than you know!…
D
Drunk Real Estate
1 97. Empty Ports, Price Surges & a Hidden Recession Signal 1:06:51
1:06:51
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:06:51
Episode 97: Empty Ships, Soaring Tariffs & the Supply Chain Squeeze This week on Drunk Real Estate , we unpack the economic storm forming at U.S. ports—where incoming ships are arriving nearly empty, and retailers are bracing for a 40% increase in import costs due to new tariffs on Chinese goods. While inflation headlines cool off, the real pressure is building where it matters most: logistics, trade, and the price tags on everything we buy. From shipping slowdowns and job risk at ports to retail panic and the Fed's silent struggle, this episode connects the dots that most people are missing. 🛳️ Empty port data from Long Beach & Los Angeles 💥 The 145% tariffs and how they're already hitting costs 📉 Why the CPI data hasn't caught up with reality 📦 How Amazon, Macy's, and U.S. retailers are preparing for Q3 🧠 What this means for inflation, the Fed, and the risk of recession Grab a drink and join the crew as we call out what's not making the headlines—but should be. 📩 Subscribe to the daily economic newsletter: http://dredaily.com 🧠 Learn from Mauricio: https://coachingwithmauricio.com 📚 J Scott's books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ's YouTube: https://www.youtube.com/@AJOsborneOfficial 📷 BadAshInvestor on Instagram: https://www.instagram.com/badashinvestor 🎙️ If you enjoy the show, leave a 5-star review and share it—it helps more than you know!…
D
Drunk Real Estate
1 96. GDP Down, Rate Cuts Delayed & CRE on Ice – What's the Fed Waiting For? 1:33:48
1:33:48
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:33:48
Episode 96: GDP Miss, Fed Paralysis & a Frozen Real Estate Market This week on Drunk Real Estate , we're diving deep into the Q1 GDP shock, the Fed's continued delay on rate cuts, and why the commercial real estate market is stalled but not yet crashing. With inflation cooling and employment softening, many expected the Fed to pivot—but Powell seems stuck in neutral. Meanwhile, global trade shifts, delayed refinancing, and rising CRE debt risks are quietly reshaping the economy. - GDP miss: What went wrong—and what it might mean - Why Powell isn't cutting rates yet, even with softening inflation - Commercial real estate is frozen—what's keeping it from breaking? - Import surges, trade distortions, and recession warning signs - What investors need to watch in Q2 and beyond Grab a drink and join the crew for unfiltered insight on markets, policy, and the strange macro environment we're in.…
D
Drunk Real Estate
1 95. Is the Economy in Reverse? Tariffs, Job Cuts & Trade Trouble 1:38:24
1:38:24
나중에 재생
나중에 재생
리스트
좋아요
좋아요1:38:24
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!…
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.




















