Rates Were Hiked: Here’s What Investors Should Do Now
Summary
Hosts Dave Meyer, Henry Washington, James Dard, and Kathy Fegate analyze the Federal Reserve’s recent 25-basis-point rate hike and President Trump’s call for lower rates. The panel discusses how rising rates and persistent inflation are creating buying opportunities for long-term investors while challenging house flippers. They emphasize the importance of strict buy-box discipline, liquidity management, and exploring builder incentives in a market where prices are cooling in many metros but not crashing.
Topics discussed
Intro: Fed rate hike vs Trump's call for lower rates
Panel introductions and casual banter
Reactions to the 25bps rate hike and market predictions
Opportunities for buyers in a high-rate, low-demand market
Inflation drivers: Oil, AI boom, and long-term wealth
Flipper perspective: Canceled listings and inventory shrinkage
Why rates may stay high: Bond market and national deficit
Sponsor breaks: Insurance, STR loophole, and Avon card
Analysis: Why cutting rates to 1% would backfire
Strategy: Portfolio review, cost cutting, and paying points
Sponsor breaks: Airbnb co-hosting, Fundrise, LinkedIn, Gatorade
Discipline: Sticking to your buy box and managing liquidity
Creative exits: Cutting up deals and exploring multiple strategies
Builder incentives and final thoughts on market clarity
Sponsor break: Silicon Valley Bank and 1st Citizens
Sponsor break: Disney+ Toy Story 5
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