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Roundtable with Brett on the Latest Macro Trends
In this roundtable edition of The Hustle Harder Show, James Gaskin and Kevin Werner are joined by Brett Sims, Head of Growth at Renovo Financial, for a high-level conversation on economic shifts, capital markets, and strategic growth. The trio dives into policy changes around Fannie & Freddie, inflation data, Fed leadership speculation, bond market concerns, and the importance of discipline amid volatility. Whether you're a seasoned investor or scaling your business, this episode offers tactical insights and measured perspectives to navigate uncertain times.
Key Points from This Episode
00:00 – Intro and Brett Sims joins the roundtable
01:29 – Brett’s role at Renovo and where he spends his time
02:27 – Bridging the street and capital markets perspectives
04:13 – Fannie & Freddie privatization back on the table
06:31 – Liquidity concerns and potential impact on interest rates
08:17 – Could Fannie/Freddie fund a US sovereign wealth fund?
10:06 – Moral hazard, underwriting discipline, and housing stability
13:09 – Is now the right time to shake up what’s working?
14:39 – Fed policy, Powell’s job security, and political pressure
16:30 – Shadow Fed president concept and market messaging
18:54 – PCE data, inflation outlook, and Fed strategy
21:36 – Jamie Dimon warns of bond market cracks
23:52 – Discipline in the bond market and political consequences
26:00 – Renovo’s culture of discipline and sustainable growth
29:22 – What discipline looks like for real estate investors
32:27 – Expanding with purpose: crawl, walk, run
34:45 – Advice: don’t be brave—be careful, be smart
36:55 – Find mentors, partner wisely, and grow responsibly
39:40 – Admitting what you don’t know and building thoughtfully
40:52 – Brief thoughts on the big budget bill and deficits
42:12 – Foreign investment risk and potential tax changes
44:10 – Rising cost of capital if foreign appetite slows
45:13 – Final thoughts: stay disciplined and stay focused
46:00 – Closing out and looking ahead to the next roundtable
Links
Renovo Financial - https://renovofinancial.com/
James Gaskin on LinkedIn - https://www.linkedin.com/in/james-gaskin-b675593/
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By James GaskinIn this roundtable edition of The Hustle Harder Show, James Gaskin and Kevin Werner are joined by Brett Sims, Head of Growth at Renovo Financial, for a high-level conversation on economic shifts, capital markets, and strategic growth. The trio dives into policy changes around Fannie & Freddie, inflation data, Fed leadership speculation, bond market concerns, and the importance of discipline amid volatility. Whether you're a seasoned investor or scaling your business, this episode offers tactical insights and measured perspectives to navigate uncertain times.
Key Points from This Episode
00:00 – Intro and Brett Sims joins the roundtable
01:29 – Brett’s role at Renovo and where he spends his time
02:27 – Bridging the street and capital markets perspectives
04:13 – Fannie & Freddie privatization back on the table
06:31 – Liquidity concerns and potential impact on interest rates
08:17 – Could Fannie/Freddie fund a US sovereign wealth fund?
10:06 – Moral hazard, underwriting discipline, and housing stability
13:09 – Is now the right time to shake up what’s working?
14:39 – Fed policy, Powell’s job security, and political pressure
16:30 – Shadow Fed president concept and market messaging
18:54 – PCE data, inflation outlook, and Fed strategy
21:36 – Jamie Dimon warns of bond market cracks
23:52 – Discipline in the bond market and political consequences
26:00 – Renovo’s culture of discipline and sustainable growth
29:22 – What discipline looks like for real estate investors
32:27 – Expanding with purpose: crawl, walk, run
34:45 – Advice: don’t be brave—be careful, be smart
36:55 – Find mentors, partner wisely, and grow responsibly
39:40 – Admitting what you don’t know and building thoughtfully
40:52 – Brief thoughts on the big budget bill and deficits
42:12 – Foreign investment risk and potential tax changes
44:10 – Rising cost of capital if foreign appetite slows
45:13 – Final thoughts: stay disciplined and stay focused
46:00 – Closing out and looking ahead to the next roundtable
Links
Renovo Financial - https://renovofinancial.com/
James Gaskin on LinkedIn - https://www.linkedin.com/in/james-gaskin-b675593/