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 & what it really signals
- 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 is the episode where macro meets Main Street—and the consequences are huge.

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.

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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
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📷 BadAshInvestor (Ashley) → https://www.instagram.com/badashinvestor
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🎥 AJ’s YouTube channel → https://www.youtube.com/@SelfStorageIncome
🌐 AJ’s website → https://ajosborne.com

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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!

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

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