Roundtable with Brett on the Latest Macro Trends
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
Roundtable with Brett on the Latest Macro Trends
-
Narrado por:
-
De:
In this roundtable edition of The Hustle Harder Show, James Gaskin and Kevin Werner are joined by Brett Sims, Head of Growth at Renovo Financial, for a high-level conversation on economic shifts, capital markets, and strategic growth. The trio dives into policy changes around Fannie & Freddie, inflation data, Fed leadership speculation, bond market concerns, and the importance of discipline amid volatility. Whether you're a seasoned investor or scaling your business, this episode offers tactical insights and measured perspectives to navigate uncertain times.
Key Points from This Episode
00:00 – Intro and Brett Sims joins the roundtable
01:29 – Brett’s role at Renovo and where he spends his time
02:27 – Bridging the street and capital markets perspectives
04:13 – Fannie & Freddie privatization back on the table
06:31 – Liquidity concerns and potential impact on interest rates
08:17 – Could Fannie/Freddie fund a US sovereign wealth fund?
10:06 – Moral hazard, underwriting discipline, and housing stability
13:09 – Is now the right time to shake up what’s working?
14:39 – Fed policy, Powell’s job security, and political pressure
16:30 – Shadow Fed president concept and market messaging
18:54 – PCE data, inflation outlook, and Fed strategy
21:36 – Jamie Dimon warns of bond market cracks
23:52 – Discipline in the bond market and political consequences
26:00 – Renovo’s culture of discipline and sustainable growth
29:22 – What discipline looks like for real estate investors
32:27 – Expanding with purpose: crawl, walk, run
34:45 – Advice: don’t be brave—be careful, be smart
36:55 – Find mentors, partner wisely, and grow responsibly
39:40 – Admitting what you don’t know and building thoughtfully
40:52 – Brief thoughts on the big budget bill and deficits
42:12 – Foreign investment risk and potential tax changes
44:10 – Rising cost of capital if foreign appetite slows
45:13 – Final thoughts: stay disciplined and stay focused
46:00 – Closing out and looking ahead to the next roundtable
Links
Renovo Financial - https://renovofinancial.com/
James Gaskin on LinkedIn - https://www.linkedin.com/in/james-gaskin-b675593/