Post-election insights

In this episode of The ALX Show, hosts Josh Alexander and Patrick Dunne, explore the post-election real estate market landscape under Donald Trump's presidency. They offer insights into how new policies may affect bond yields, inflation, and the labor market. The episode examines anticipated changes in government policy and the potential effects on the real estate scene, especially in the DFW area. Tune in for a detailed discussion on economic indicators and market trends that could shape the future.

Key Highlights

• Analysis of the post-election real estate market and its implications for bond yields.
• Evaluation of treasury yields as key economic indicators amidst policy uncertainties.
• Insights into the labor market dynamics post-election and potential economic impacts.
• Discussion on the effects of Trump's policies on immigration and labor force in construction and real estate.
• Consideration of potential wage increases due to shifts in the labor market.

Quotes

• "Optimism is high. Everyone is expecting a pro-growth, pro-business policy." – Josh Alexander
• "This temporary blip of poor performance or a significant trend—next month’s job number will tell us a lot." – Patrick Dunne