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 downโwithout 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:
๐ Why the recent jobs report may be more illusion than strength
๐ผ 600,000+ workers exiting the labor forceโwhat it means for inflation
๐ The Fed vs. the Treasury: Who's pulling the real economic levers?
๐ข The impact of all this on real estate, debt, and long-term investing
๐ค 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.
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