Episodios

  • 95. Is the Economy in Reverse? Tariffs, Job Cuts & Trade Trouble
    May 1 2025

    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!

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    1 h y 38 m
  • 94. Trump’s Plan to Crash the Dollar? Inside the Mar-a-Lago Accord
    Apr 24 2025

    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.

    🔗 Resources & Links Mentioned:

    📩 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!

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    1 h y 18 m
  • 93. Bond Market Breakdown – Is the Fed Losing Control?
    Apr 17 2025
    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 weaknessMargin calls, liquidity issues, and echoes of 2008Foreign holdings of U.S. debt: Is China fighting back with treasuries?How interest rate volatility could spill into the real estate marketThe 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! 🔗 Links & Resources 📩 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/ 👥 Connect with the Hosts 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 🍸 Follow Drunk Real Estate Instagram: https://www.instagram.com/drunkrealestateshow/?hl=en Website: https://www.drunkrealestateshow.com/ Facebook: https://www.facebook.com/61567789892814
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    1 h y 18 m
  • 92. What AI, China, and Tariffs Mean for Real Estate in 2025 w Guest Robb Almy
    Apr 10 2025

    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!

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    1 h y 38 m
  • 91. Is This Economic Boom an Illusion? GDP Growth vs. Housing Reality
    Apr 3 2025

    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/

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    1 h y 23 m
  • 90. Major Changes to Housing & Education—What You Need to Know
    Mar 27 2025

    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/

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    1 h y 21 m
  • 89. Gold vs. Bitcoin – Which Safe Haven Asset Wins?
    Mar 20 2025

    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

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    1 h y 39 m
  • 88. Recession Fears & The U.S. Dollar – Should Investors Be Worried?
    Mar 13 2025

    Episode 88: Tariffs, Trade Wars & a Wild New Citizenship Proposal

    This week on Drunk Real Estate, we break down Trump’s new tariffs, Canada’s shocking response, and a major legal shake-up for real estate investors.

    🗨️ What’s Inside:

    • The U.S. Dollar is Weakening: Why the dollar is dropping and what it means for real estate, inflation, and foreign investment.
    • Is Trump Weakening the Dollar? Could this be part of a bigger strategy to encourage U.S. manufacturing and exports?
    • Debt Refinancing Crisis: With 30% of U.S. debt coming due this year, how will the government manage refinancing at higher interest rates?
    • Trump vs. The Fed: If Trump wants lower interest rates, will he start putting pressure on the Fed?
    • Investor Strategies: Should real estate investors worry about a weakening dollar, or is this an opportunity?

    🔥 Grab a drink and join us as we debate trade wars, economic chaos, and crazy policy ideas.

    Resources Mentioned:

    Enjoyed the show? Leave us a review & share it with a friend—it helps more than you know!

    📩 Subscribe to our daily economic newsletter: DREDaily.com

    🎥 "The 2025 “Nightmare” Scenario That Could Collapse the US Economy": https://youtu.be/igSJlA0FBJM?si=HAkYlLoSWLzUJGGj

    📚 Learn more from Mauricio: www.coachingwithmauricio.com

    💼 Support Kyle and his wife Ashley's ventures:

    https://conferenceconnect.com/ https://www.badashinvestor.com/ https://www.youtube.com/channel/UC-wyOMIsiRnIgaOXuoDDiBg https://www.instagram.com/badashinvestor/

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    1 h y 38 m
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