One Rental At A Time Worst Case Scenario
Mar 8, 2026
They debate stagflation risks and Fed officials’ worrying comments. They dig into weak jobs data and how revisions could change the picture. Rising oil, Kuwait production cuts, and global supply worries get a close look. The Iran conflict’s potential duration and economic fallout are discussed. Rapid AI mortgage approvals and international energy shortages also make the list.
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Stagflation Could Be The New Base Case
- Stagflation Is The Likely Base Case.
- Host warns recent Fed comments and rising oil above $90 make stagflation a realistic and worrying scenario for the economy.
Jobs Data Shows Multi Month Weakness
- Labor Market Shows Recent Weakness Not A Single Blip.
- Host highlights a negative 92,000 jobs print plus large revisions that turned December negative, suggesting multi-month softness.
Round Two With Ryan Pineda After Preparation
- Host Did A Second Round With Ryan Pineda And Felt More Prepared.
- The follow-up video was recorded before the Iran conflict and the host says he wasn't surprised or suckered this time.