Episode 102: Trump’s Big Beautiful Bill Is Now Law—Here’s What Investors Need to Know

In this episode of Drunk Real Estate, the crew breaks down the newly signed “Big Beautiful Bill”—one of the most impactful pieces of legislation for real estate and economic policy in years.

We cover how the bill affects:

- Real estate tax breaks and capital gains
- Interest rates, debt structure, and investor incentives
- 1031 exchanges and passive income strategies
- The revived SEC Finder Rule—and how it could finally legalize capital raising referrals without a broker-dealer license

Whether you’re a syndicator, passive investor, or just trying to make sense of the changing economic landscape, this episode explains what the new law means for your bottom line.

🔗 All links & more episodes → https://www.drunkrealestateshow.com

📩 Subscribe to our daily economic newsletter: http://dredaily.com/

🎥 Check out AJ's Current Investment Opportunities: https://cedarcreekcapital.investnext.com/portal/

🧠 Learn more about syndication with Mauricio's Elite Syndicator Inner Circle: https://coachingwithmauricio.com

📚 Check out J Scott’s books: https://www.amazon.com/stores/author/B00KQK5PI6/allbooks

💼 Support Kyle & Ashley Wilson (BadAshInvestor): • Website: https://www.badashinvestor.com/

Episode 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

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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 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!

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
📷 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!

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!