Podcast
Drunk Real Estate
Hosted by J Scott, Mauricio Rauld, AJ Osborne, Kyle Wilson · EN
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.
21episodes
Episodes
Newest firstAll episodes
99. Can the Government Force Interest Rates Lower?
Jun 11, 202501:23:30Tap to summarizeEpisode 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!
Transcribe →98. Why the Bond Market Is Rejecting U.S. Debt
May 29, 202501:42:11Tap to summarizeEpisode 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!
Transcribe →97. Empty Ports, Price Surges & a Hidden Recession Signal
May 15, 202501:06:51Tap to summarizeEpisode 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!
Transcribe →96. GDP Down, Rate Cuts Delayed & CRE on Ice – What’s the Fed Waiting For?
May 8, 202501:33:48Tap to summarizeEpisode 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.
Transcribe →95. Is the Economy in Reverse? Tariffs, Job Cuts & Trade Trouble
May 1, 202501:38:24Tap to summarizeEpisode 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!
Transcribe →94. Trump’s Plan to Crash the Dollar? Inside the Mar-a-Lago Accord
Apr 24, 202501:17:48Tap to summarizeEpisode 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!
Transcribe →93. Bond Market Breakdown – Is the Fed Losing Control?
Apr 17, 202501:17:57Tap to summarizeEpisode 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! 🔗 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
Transcribe →92. What AI, China, and Tariffs Mean for Real Estate in 2025 w Guest Robb Almy
Apr 10, 202501:38:19Tap to summarizeAI 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!
Transcribe →E79. Breaking Down Biden’s Economy and Trump’s SEC Pick
Jan 9, 2025Tap to summarizeOn this episode of Drunk Real Estate, we take a deep dive into Joe Biden’s presidency and its impact on the U.S. economy. From inflation and national debt to job growth and real wages, we break down what presidents can and can’t control. We also explore: • How COVID-19 shaped the economic recovery • The role of AI and GDP growth in future job trends • The disconnect between rising wages and inflation • Why average Americans are still feeling the pinch Plus, we discuss Donald Trump’s pick for the Security and Exchange Commission, Paul Atkins. What does his past reveal about the future of the SEC and its influence on U.S. markets? Tune in for a lively conversation on the big economic questions, spiced up with a touch of humor and our signature Drunk Real Estate flair!
Transcribe →E49: Build, Grow & Scale Your Real Estate Business
May 29, 2024Tap to summarizeLearn more about the guys: J Scott: https://linktr.ee/jscottinvestor Mauricio Rauld: https://www.youtube.com/channel/UCnPedp0WHxpIUWLTVhNN2kQ AJ Osborne: https://www.ajosborne.com/ Kyle Wilson: https://www.bardowninvestments.com/
Transcribe →