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.
J Scott, Mauricio Rauld, AJ Osborne, Kyle Wilson
The Drunk Real Estate podcast is a refreshing and entertaining addition to the world of real estate podcasts. Hosted by four knowledgeable and charismatic individuals, this podcast manages to strike the perfect balance between education and humor. From macroeconomic discussions to unique inside baseball insights, each episode offers valuable insights and lessons in an engaging manner. As a listener, I appreciate the lively atmosphere created by the hosts, making it feel like I'm having a conversation with friends rather than just listening to a podcast. Overall, The Drunk Real Estate podcast has quickly become one of my favorites.
One of the best aspects of The Drunk Real Estate podcast is how the hosts present complex macroeconomic content in an accessible way. They have a knack for breaking down intricate concepts and making them relatable to listeners without sacrificing accuracy or depth. It's clear that these four individuals are not only smart but also passionate about their fields of expertise. Additionally, they bring diverse perspectives to the table, which enhances the overall quality of discussions on topics such as real estate, finance, and the economy.
Another standout feature of this podcast is its ability to seamlessly blend education with entertainment. The hosts understand that keeping listeners engaged requires more than just delivering information. They infuse humor into their conversations, resulting in a dynamic and enjoyable listening experience. There's no boring banter here; instead, each host brings their unique personality and expertise to create a vibrant atmosphere that sets this podcast apart from others in its genre.
While there are many positive aspects to The Drunk Real Estate podcast, one potential downside could be its heavy focus on real estate and business-related topics. Although these subjects are undoubtedly relevant and valuable for those interested in those fields, it may limit its appeal to a broader audience who may be seeking more varied content. However, for those specifically interested in real estate or business discussions, this podcast offers unparalleled insights from industry experts.
In conclusion, The Drunk Real Estate podcast is a gem in the podcasting world. With its engaging and educational content, it manages to captivate listeners and provide them with valuable knowledge and perspectives on various real estate, economic, and financial topics. The hosts' expertise, humor, and chemistry make each episode a joy to listen to. Whether you're a seasoned professional or just starting out in the industry, this podcast is sure to entertain and inform. Cheers to The Drunk Real Estate podcast for creating such an enjoyable and insightful show!
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:
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.
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.
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:
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:
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?
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.
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:
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.
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.
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.
Episode 87: 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.
Episode 86: Recession Countdown—Will April 4th Be the Breaking Point? This week on Drunk Real Estate, we dive into a major recession warning, a surge in layoffs, and expert insights on raising capital in 2025.
Episode 85: Tariffs, Inflation, and Real Estate – What Investors Need to Know In this week's episode of Drunk Real Estate, we break down the latest economic curveballs hitting investors:
Episode 84: Sovereign Wealth Fund Madness + Argentina's Economic Gamble This week on Drunk Real Estate, we're digging into two wild stories with huge implications for the economy and your investments:
Are Trump's new tariffs in 2025 a brilliant negotiating tactic or a ticking time bomb for the economy? In this episode of Drunk Real Estate, we break down the impact of tariffs on trade, inflation, and—most importantly—real estate investing. We discuss:
This week on Drunk Real Estate, we're breaking down three major topics that are shaking up real estate and technology.
In Episode 81 of Drunk Real Estate, we dive into Donald Trump's first few days back in the White House and the sweeping executive orders that are already shaking up policies on immigration, energy, and global relations.
In this episode of Drunk Real Estate, we're tackling the hottest economic and real estate topics of 2025: Debt Ceiling Crisis: What happens if Congress fails to raise the debt limit? We break down the stakes, the politics, and what it all means for the U.S. economy. Housing Market Predictions: Dave Meyer from BiggerPockets shares data-driven insights into the single-family housing market, offering predictions for the next 12–24 months and advice for investors navigating these uncertain times. Kyle vs. AJ: Debt Ceiling Debate: Listen to Kyle and AJ's lively discussion about the flaws in the U.S. debt ceiling process, how it's used as a political tool, and its potential economic consequences. Grab a drink and join us for expert insights, sharp debates, and plenty of laughs! Links Mentioned: Subscribe to DREDaily.com for daily economic updates Watch AJ's YouTube video on rising mortgage interest rates: https://www.youtube.com/@UCEEEUa4Z7gJlPSAj-QlbuQw Check out Dave Meyer's work at BiggerPockets: https://www.youtube.com/@UCVWDbXqQ8cupuVpotWNt2eg biggerpockets.com/resources Support Kyle and Ashley's ventures. She's like, really cool: https://www.youtube.com/@UC-wyOMIsiRnIgaOXuoDDiBg https://www.badashinvestor.com/ https://www.instagram.com/badashinvestor/
On 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!
In this episode of Drunk Real Estate, the crew kicks off the new year with their highly anticipated predictions for 2025. From recession forecasts and inflation debates to calling out the best and worst-performing real estate asset classes, no topic is off-limits. Highlights include: Will 2025 bring a recession or economic growth? Predictions for mortgage rates and home prices. Which asset class will dominate—and which will crash? The influence of AI, inflation, and geopolitical changes on the real estate market. Stock market outlook: Is another surprise rally on the horizon? Grab a drink, tune in, and join Kyle, Mauricio, AJ, and Jay as they dive into bold predictions, hilarious tangents, and spirited debates. Got your own predictions? We'd love to hear them—reach out on social or leave us a review! Cheers to 2025!
Why is Canada's housing market in such turmoil? In this episode, we uncover the perfect storm driving Canada's affordability crisis. From surging immigration and a housing supply shortage to sky-high interest rates and foreign investment policies, we break down how these factors intertwine to create one of the most pressing economic issues in the country. We also explore: Trudeau's role in Canada's economic divergence. How Canada's housing market compares to the U.S. The ripple effects of speculative real estate and ghost towns. Is there hope for recovery, or are these problems here to stay? Tune in to hear our take on the future of housing in Canada!
The economy, healthcare, and CTA! In this episode of the pod, we get an economic update, we delve into the inefficiencies and the issues with the healthcare system, and we find out if we need to still file our Corporate Transparency Documents. Grab your favorite drink and join us for discussion on three important economic issues that impact us all. Don't miss out!
In this episode of Drunk Real Estate, we take a hard look at two major moves from Trump that could shake the economy: his immigration and deportation plans and his push for more influence over the Federal Reserve. We discuss the potential effects on key industries like agriculture, construction, and hospitality, as well as the real estate market and housing availability. Will these policies create opportunities or chaos for investors? And what happens to the Fed's independence if Trump gets his way? Grab a drink and join us as we debate these hot-button issues with our signature mix of expertise, humor, and a touch of irreverence.
In Episode 74 of Drunk Real Estate, the crew dives into two of the most controversial topics in the economic and political landscape today: Trump's proposed tariffs: Are these just another tax on consumers, or a strategic move in global trade? Elon Musk's Department of Government Efficiency (DOGE): Can Musk and Vivek Ramaswamy really dismantle bureaucracy and cut $2 trillion in federal spending? This fiery debate tackles: ✔️ The ripple effects of tariffs on inflation, trade wars, and consumer prices. ✔️ Whether Elon's DOGE initiative could reshape how government works. ✔️ How these policies impact real estate investors and the economy at large. It's an episode full of heated exchanges, bold ideas, and deep dives into topics that matter for anyone interested in the intersection of real estate, politics, and economics. Grab your headphones, settle in, and enjoy the ride with your favorite crew from Drunk Real Estate! PLUGS: -Bulk book orders (25+) get a FREE HOUR with Mauricio! https://a.co/d/j6ZtAFQ -Check out AJ's Educational content and podcasts on his YouTube! https://www.youtube.com/@SelfStorageIncome -Follow Kyle's Wife- BadAshInvestor on Instagram! She's cuter than all of the guys. https://www.instagram.com/badashinvestor/?hl=en -AJ's Book: Growing Wealth In Self Storage 2.0 https://a.co/d/4OXjQ61
In this episode of Drunk Real Estate, we explore the potential impact of a Trump presidency on the world of real estate syndications. From possible SEC changes affecting who qualifies as an accredited investor to the revival of bonus depreciation and shifts in economic policy, we break down what syndicators and investors might expect if Trump returns to office. Join us for an in-depth discussion on the future of real estate under these potential new policies and how they could shape the industry. Follow BadAshInvestor on Instagram! She's cuter than all of the guys. https://www.instagram.com/badashinvestor/?hl=en Check out AJ's podcasts, educational videos, his beard and more here! https://www.youtube.com/@SelfStorageIncome We recommend working with Mauricio if you're trying to avoid being sued: premierlawgroup.net
The crew dives deep into the aftermath of the recent election and what it means for real estate, investors, and the broader economy. They break down topics like Trump's surprising win, the possibility of inflation spikes, and the role of media bias in shaping public opinion. Expect lively debates on economic strategies, the implications for the 10-year Treasury, and how Trump's policies could impact tariffs, immigration, and healthcare reform. With AJ Osborne, Mauricio Rauld, and J Scott at the table, this episode offers expert insights for anyone invested in real estate, finance, and the future of the economy. Chapters 00:00 – Intro and Election Shock: Setting the Stage 03:30 – Trump's Win: Media Narratives and Surprising Election Results 08:20 – Economic Outlook: Inflation, the 10-Year Treasury, and Stock Market Reactions 15:10 – Media Bias and Voter Disconnect: AJ's Data Insights 20:30 – Domestic vs. Global Stability: Is the World in Chaos? 25:40 – The Role of Immigration in Economic Policy 30:25 – Tariffs and Trade Tactics: Will Trump's Approach Work? 37:15 – Healthcare Reform: What We Still Don't Know About Trump's Plans 46:40 – Real Estate Impact: Expected Tax Reforms, Depreciation, and SEC Changes 55:30 – Wrap-Up: Panel Thoughts on the Election's Long-Term Impacts
In Episode 71 of Drunk Real Estate, the team unpacks the latest in the real estate market, starting with two puzzling headlines: Why are existing home sales hitting record lows while new home sales are climbing? AJ Osborne and the crew dive into the numbers, dissecting the impact of high mortgage rates on buyers and how homebuilders are adjusting to keep sales up. Plus, Mauricio explains new government regulations on property ownership transparency, exploring how these rules could affect investors. Join us for a fun, informative episode as we break down the market's shifting trends and share a few Halloween-inspired laughs! Key Highlights: Contrasting headlines on existing vs. new home sales High mortgage rates and their effect on housing demand How homebuilders are using incentives to boost sales New FinCEN rules for tracking property ownership When alcohol and four brilliant real estate minds mix, you get the Drunk Real Estate Podcast! Join us each week as Kyle Wilson, J Scott, Mauricio Rauld, and AJ Osborne delve deep into the week's current events in investing, economics, finance and more. J Scott - www.JScott.com Kyle Wilson- www.bardowninvestments.com Mauricio Rauld- www.youtube.com/@mauriciojrauld AJ Osborne's Podcast https://www.ajosborne.com/podcasts/aj-osborne-podcast
In Episode 70 of Drunk Real Estate, the crew dives into some of the hottest topics in real estate today! AJ Osborne and the team debate the effectiveness of automated property management software and discuss how AI is transforming the industry. They also tackle the rising influence of political shifts on real estate markets—how red and blue states are evolving and what that means for investors. Are you keeping up with the automation trend in property management? How will political swings impact your next investment decision? Tune in for a lively conversation packed with insights and laughter! Key Highlights: -The pros and cons of automated property management -AI's growing role in property operations -Political shifts in red and blue states and their effects on real estate laws -Updates on real estate investing in Texas, Idaho, Florida, and more When alcohol and four brilliant real estate minds mix, you get the Drunk Real Estate Podcast! Join us each week as Kyle Wilson, J Scott, Mauricio Rauld, and AJ Osborne delve deep into the week's current events in investing, economics, finance and more. J Scott - www.JScott.com Kyle Wilson- www.bardowninvestments.com Mauricio Rauld- www.youtube.com/@mauriciojrauld AJ Osborne- www.ajosborne.com & www.youtube.com/@SelfStorageIncome
In this episode of Drunk Real Estate, we talk about the current state of the economy and whether Florida real estate values are likely to take a hit after the recent two hurricanes! Starting with the economy, have we achieved a soft landing with respect to inflation? Is price growth likely to stay down, or are we in for future inflation? And then, what's up with Florida? After two hurricanes, is the insurance market now insolvent? Will the government step in? Or will insurance prices spike and drive out homeowners from the state? #economy #ratehike #interestrates #podcast #inflation #insurance #florida #realestate #investing #biggerpockets #jscott #drunkrealestate #realestateinvestingpodcast #realestateinesting Topic Timestamps: 0:00 Cancun Intro 4:00 Inflation Soft Landing 34:56 Hurricane/Insurance Madness 1:07:26 Top Ten & Games Connect with the guys: J Scott: http://www.JScott.com Mauricio Rauld: @mauriciojrauld AJ Osborne: https://www.ajosborne.com/ Kyle Wilson: https://www.bardowninvestments.com/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
Learn 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/
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