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!

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!

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.

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!

Episode 94: Trump, The Fed & The Mar-a-Lago Accord – Is the Dollar at Risk?

In this episode of Drunk Real Estate, we dive into the rising tension between Donald Trump and the Federal Reserve, and the growing speculation about a radical new economic plan—the so-called Mar-a-Lago Accord.

Is Trump planning to intentionally weaken the U.S. dollar through tariffs and monetary policy? Can he actually fire Fed Chair Jerome Powell? And what would it mean for the global economy, interest rates, and real estate investors if he does?

We cover: 🔹 Trump vs. Powell – can the president legally remove the Fed Chair? 🔹 How tariffs may be used to trigger a soft dollar policy 🔹 The theory behind the “Mar-a-Lago Accord” and a U.S.-led economic realignment 🔹 What it all means for inflation, U.S. debt, and housing

Grab a drink and get ready—this could be the start of a global monetary reset.

📩 Daily economic newsletter → http://dredaily.com 🧠 Mauricio’s coaching → https://coachingwithmauricio.com 📷 BadAshInvestor (Ashley) → https://www.instagram.com/badashinvestor 📚 J Scott’s books → https://www.amazon.com/stores/author/B00KQK5PI6/allbooks 🎥 AJ’s YouTube channel → https://www.youtube.com/@SelfStorageIncome 🌐 AJ’s website → https://ajosborne.com

🎙️ If you’re enjoying the show, leave a 5-star review and share with a friend—it helps more than you know!

Episode 93! In this week’s episode of Drunk Real Estate, the team dives into the surging bond yields, collapsing liquidity, and growing fears that the U.S. treasury market is flashing major warning signs.

Is China dumping U.S. debt? Are leveraged bond trades putting the global economy at risk? And how will this all impact real estate investors, mortgage rates, and Fed policy?

🔥 In this episode:

• Why bond yields are rising—even as the market signals weakness
• Margin calls, liquidity issues, and echoes of 2008
• Foreign holdings of U.S. debt: Is China fighting back with treasuries?
• How interest rate volatility could spill into the real estate market
• The Fed’s next move—and whether it’ll be enough

🎙️ Like the show? Leave a review and share it with a friend—it helps a ton!

📩 Subscribe to our daily economic newsletter: http://dredaily.com/ 🎥 Watch AJ's latest YouTube content: https://www.youtube.com/@SelfStorageIncome 🧠 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/

AJ Osborne • LinkedIn: https://www.linkedin.com/in/aj-osborne/ • Website: https://www.ajosborne.com • Instagram: https://www.instagram.com/ajosborne/?hl=en • Newsletter: https://www.selfstorageincome.com/newsletter?utm_source=youtube&utm_medium=description&utm_campaign=ajopod • Self Storage Starter Pack: https://www.selfstorageincome.com/start-podcast

J Scott • LinkedIn: https://www.linkedin.com/in/jscottinvestor/ • Website: https://jscott.com

Ashley (BadAshInvestor) • LinkedIn: https://www.linkedin.com/in/badashinvestor/

Mauricio Rauld • LinkedIn: https://www.linkedin.com/in/mauriciorauld/ • Instagram: https://www.instagram.com/mauriciorauld/?hl=en • Book: https://a.co/d/j6ZtAFQ

Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Website: https://www.drunkrealestateshow.com/ Facebook: https://www.facebook.com/61567789892814

AI Is Changing Real Estate—But Who Wins?

In Episode 92 of Drunk Real Estate, we’re joined by AI expert and investor Robb Almy to break down how artificial intelligence is already reshaping real estate. From automated investing to property analysis, AI is creating massive opportunities—and big risks.

Are small investors being left behind? Is AI deflationary or the cure for labor shortages? And how close are we really to Artificial General Intelligence (AGI)? We cover it all—plus a wild economic ride that includes tariffs, rare earth minerals, China, and a shaky market reaction.

🍻 What You’ll Hear:

• How AI is disrupting real estate and who stands to benefit

• Why AI could lower costs—but wipe out jobs

• The difference between automation and real intelligence

• Will AI consolidation push out small investors?

• Tariff battles, China, and the future of global supply chains

• Jay’s shockingly accurate recession prediction

📩 Get smarter every day with our economic newsletter: DREDaily.com

🧠 Follow Robb Almy’s AI + Real Estate blog: AIRealEstateNavigator.com

🎥 Watch AJ's latest YouTube video https://www.youtube.com/@SelfStorageIncome

💼 Coaching & Capital Raising:

• CoachingWithMauricio.com

• Instagram: @BadAshInvestor

If you’re enjoying the pod, hit follow and leave a review—it helps a ton!

The economy is on fire—at least according to the latest GDP numbers. But is this growth real, or is it just a result of massive government spending? And how does it impact the housing market, which is showing signs of slowing down? In this episode of Drunk Real Estate, we break down the big economic headlines, including the surprising GDP surge and what it means for investors, homeowners, and renters. Is this an opportunity—or a disaster waiting to happen?

We also dive into how government policies are influencing real estate, the hidden risks behind the numbers, and what moves smart investors should be making right now.

Tune in for: 🟢 The truth behind the GDP boom 🏡 What’s really happening in the housing market 📉 Where the economy could be headed next

Join us for another unfiltered discussion—Drunk Real Estate style! 🍻

🎧 Please leave a review if you enjoy the show!

📩 Join our daily economic newsletter: DREDaily.com 

💼 Support the Crew:

🎥 Watch AJ's latest YouTube video https://www.youtube.com/ ⁨@SelfStorageIncome⁩ 

📚 Learn more from Mauricio: CoachingWithMauricio.com 

💼 Support Kyle and his wife Ashley's ventures: https://www.badashinvestor.com/  https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg  https://www.instagram.com/badashinvestor/ 

Episode 90: Should Fannie & Freddie Go Private? Plus, The Education Debate

This week on Drunk Real Estate, we dive into two major policy debates that could reshape the housing market and the education system as we know them.

🗨️ What’s Inside:

• Fannie Mae & Freddie Mac—Should They Be Privatized? These mortgage giants have been government-backed since 2008, but there’s growing debate over whether they should return to private control. Would this mean higher mortgage rates and tighter lending?

• Would Mortgage Rates Skyrocket? How much of today’s low-interest lending depends on government guarantees, and what happens if that disappears?

• The Department of Education Debate—Should It Be Eliminated? Trump and some policymakers argue that education should be left to the states—what happens if the Dept. of Education is shut down?

• The Impact on School Funding & Real Estate: With property values closely tied to school districts, how would cutting federal funding affect local schools, home prices, and investors?

🔥 Expect bold takes, real estate insights, and plenty of drinks as we break down these major policy debates.

📩 Stay Informed: Subscribe to our daily economic newsletter → DREDaily.com

🎥 Watch AJ’s viral YouTube breakdown → https://www.youtube.com/watch?v=igSJlA0FBJM&t=189s&pp=0gcJCXcA-SJGOe9V

💼 Support the Crew:

Mauricio’s Coaching Program → CoachingWithMauricio.com  

Conference Connect → https://conferenceconnect.com/ 

Episode 89: Gold Surges to $3,000 – What’s Next for Investors?

This week on Drunk Real Estate, we break down the record-breaking surge in gold prices, why the U.S. dollar is weakening, and whether gold or Bitcoin is the best safe-haven asset right now.

🗨️ What’s Inside:

• Gold Hits $3,000! What’s driving this massive rally, and is it just getting started?
• The U.S. Dollar is Falling: Why a weaker dollar is pushing gold prices higher—and what it means for inflation.
• Recession Warning? Business and consumer sentiment are crashing—are investors running to safety?
• Gold vs. Bitcoin: Does crypto really challenge gold as the best inflation hedge?
• How This Affects Real Estate: What falling Treasury yields and rising gold prices could mean for mortgage rates.

🔥 Grab a drink and join us for bold takes, expert insights, and a deep dive into the latest market shifts.

Resources Mentioned:

📩 Stay Informed: Subscribe to our daily economic newsletter → DREDaily.com 

🎥 Watch AJ’s latest YouTube breakdown "Is the Government FORCING a Recession?" → https://youtu.be/Wtea76vzu7o?si=qAHAoziMlFlngbn8

💼 Support the Crew:

Mauricio’s Coaching Program → CoachingWithMauricio.com

Conference Connect (For VC Investors & Raising Capital) → https://conferenceconnect.com

Kyle’s Wife, BadAsh Investor → Instagram: @badashinvestor