Episode
Tariff Shockwaves and Private Credit Stress Signals - 228
- Published
- Feb 24, 2026
- Duration seconds
- 1752
- Processing state
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Summary
This week on Investing with GoodLife Housing Partners — David and Rohan break down tariff-driven volatility, sticky inflation data, Fed tone shifts, and what it all means for real estate capital flows in 2026. Tariff Whiplash: Policy uncertainty around executive tariff authority triggered market volatility and raised questions about refund exposure and forward pricing risk. How should operators underwrite costs when policy can flip overnight?Inflation vs. Growth Tension: Recent data showed in...