The Rate Cut That Never Came — Are We Waiting Our Way Into a Recession? -199

Episode 199: The Rate Cut That Never Came — Are We Waiting Our Way Into a Recession?

In this milestone episode, David and Rohan of Good Life Housing Partners dive deep into the murky waters of inflation, interest rates, and economic uncertainty as the Fed prepares to make another big decision. With CPI and PPI data slightly better than expected — yet still not enough to trigger rate cuts — is Jerome Powell waiting too long?

We break down what the latest numbers really mean, debate whether fear-driven policy is paralyzing action, and explore how inaction could tip us into a recession if an external shock hits. Plus, we discuss ripple effects in the real estate world — from redemption struggles at Starwood REIT to a looming $10B affordable housing debt wall.

Also in this episode:

• Why New York’s broker fee ban might backfire
• The rise of luxury “urban country clubs” like Ballers
• Amazon’s $20B data center spree
• What Jeff Bezos' early moves can teach us about today's AI moment

And we wrap with some fun recs, including a late-90s thriller and an Audible murder mystery at a Patel motel.

Don’t miss this sharp, wide-ranging conversation at the intersection of money, markets, and human nature.