# Tariff Shockwaves and Private Credit Stress Signals - 228

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Text version: https://stenobird.com/podcast/investing-with-goodlife-real-estate-news-investing-tips-current-events-1292607/tariff-shockwaves-and-private-credit-stress-signals-228.md
Podcast: [Investing with GoodLife | Real Estate News, Investing Tips, & Current Events](https://stenobird.com/podcast/investing-with-goodlife-real-estate-news-investing-tips-current-events-1292607)
Published: 2026-02-24T23:00:00+00:00
Episode link: https://www.buzzsprout.com/2393706/episodes/18742270-tariff-shockwaves-and-private-credit-stress-signals-228.mp3
Audio file: https://www.buzzsprout.com/2393706/episodes/18742270-tariff-shockwaves-and-private-credit-stress-signals-228.mp3
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Duration seconds: 1752

## Resource

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...

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## Transcript

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