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.

📩 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
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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!