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/