{"podcast":{"title":"Liberty Lockdown","slug":"liberty-lockdown-469303","podcast_index_feed_id":469303,"rss_url":"https://anchor.fm/s/112e5d1a8/podcast/rss","website_url":"https://www.spreaker.com/podcast/liberty-lockdown--6423282","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/46020186/4508d0926cbc633a.jpg","author":"Clint Russell","episode_count":555,"summary":"A podcast for those that demand freedom Follow me on twitter @libertylockpod Please rate and review on apple podcasts, thank you!","last_synced_at":"2026-09-30T18:19:44.657102+00:00","page_url":"https://stenobird.com/podcast/liberty-lockdown-469303"},"episode":{"title":"Japan Just Crushed Your Home Value (No, Really. They Did)","slug":"japan-just-crushed-your-home-value-no-really-they-did","published_at":"2026-09-27T20:36:07+00:00","page_url":"https://stenobird.com/podcast/liberty-lockdown-469303/japan-just-crushed-your-home-value-no-really-they-did","show_page_url":"https://stenobird.com/podcast/liberty-lockdown-469303","url":"https://podcasters.spotify.com/pod/show/clint-russell/episodes/Japan-Just-Crushed-Your-Home-Value-No--Really--They-Did-e3pf9uk","audio_url":"https://anchor.fm/s/112e5d1a8/podcast/play/126379412/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-27%2F432764712-44100-2-721647d5368f5.mp3","summary":"Sponsor Info: 1. Download Kalshi. Use code LOCKDOWN to get $25 when you trade $25. https://kalshi.com/ 2. See if a gold IRA is the right move for you - go to Http://LockdownGold.com or text “Liberty" to 35052 to get your free guide from Augusta Precious Metals. The Fed hiked 25 basis points. Your 30-year mortgage did not wait for permission. In this Liberty Lockdown breakdown, Clint Russell explains why long-term rates ripped toward 7.5% before Kevin Warsh’s FOMC even moved, how the 10-year Treasury — not the overnight funds rate — prices your house payment, and why the yen carry trade, Bank of Japan hiking, and a $40 trillion national debt are starving the bid for U.S. duration. He walks through the lock-in effect, frozen transaction volume, forced sellers on HELOCs and bridge debt, and the quiet path from originations drying up to a credit shock and banking contagion. If rates stick or grind toward 8%, affordability dies a second death, builders will not build, and price discovery finally hits the inventory sitting on the sidelines. This is the housing, rates, and dollar map — plus why he’s holding dry powder in T-bills instead of chasing record-high stocks and record-high homes. 0:00 You won the 3.5% mortgage lottery 0:28 Why only 35% of people under 35 own a home 0:48 The Fed hike everybody already priced in 1:18 Inflation, Hormuz, and the first Warsh hike 2:05 The Fed does not set your mortgage rate 2:48 The 10-year just made a 2007 high 3:20 7.2% to 7.5% in a week 3:55 The yen is in your house payment 4:30 Yen carry trade: the world’s ATM is clogged 5:05 Japan stops subsidizing Washington’s deficit 5:40 Carry unwind → Treasuries sell off → mortgages rip 6:05 Energy shock, $40 trillion debt, global duration strike 7:20 The bond market hiked first. The Fed is…","meta_description":"Sponsor Info: 1. Download Kalshi. Use code LOCKDOWN to get $25 when you trade $25. https://kalshi.com/ 2. See if a gold IRA is the right move for you - go…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1855,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/liberty-lockdown-469303/episodes/japan-just-crushed-your-home-value-no-really-they-did/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/liberty-lockdown-469303/japan-just-crushed-your-home-value-no-really-they-did.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}