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!
Popular Podcasts
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The Clay Travis and Buck Sexton Show
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.