JF3860: Economic Uncertainty, Inflation Risks, and the Real Estate Outlook ft. John Silvia

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Best Ever CRE

Realestatepodcast, Entrepreneurship, Business, Realestate, Investing, Realestateinvesting, Realestateinvestingpodcast

4.8 • 983 Ratings

🗓️ 30 March 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of The Horizon, John Chang interviews economist John Silvia to discuss economic uncertainty, inflation risks, and their implications for real estate investors. Silvia highlights concerning trends, including slowing consumer spending, falling consumer sentiment, and the potential for a negative GDP print in the first quarter. He also analyzes the impact of new tariffs, which could raise inflation and weaken economic growth, leading to a higher risk of recession. The discussion turns to the Federal Reserve's response, with Silvia predicting potential rate cuts despite inflation pressures. The episode closes with a look at investment opportunities in commercial real estate and a cautiously optimistic outlook for the next three years. Sponsors: Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Vanta.
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0:56.4	slash UK slash AI for people. Welcome back, best ever listeners to the horizon where you can join
1:02.3	my conversation with a top commercial real estate expert. These are people I've known for years
1:07.9	and they're the people I call for insights on what's really going on in the industry.
1:13.1	You may have noticed that we've shifted my podcast drop date to Sundays, so you can get these
1:18.8	insights before you start your week. Now, this week I'm joined by John Sylvia, the former chief
1:25.6	economist of Wells Fargo, and before that, John was the chief
1:29.0	economist for the U.S. Senate Banking, Housing, and Urban Affairs Committee. In this episode,
1:35.6	we'll talk about tariffs, trade, and how confidence levels will shape the economy this year,
	...

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