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