Episode Details

This week on Investing with GoodLife Housing Partners — Rohan and David break down the Fed transition, hotter inflation data, new housing policy fights, and why the 2026 FIFA World Cup may not deliver the hotel boom many expected. 

• A new Fed era begins: Kevin Warsh has been officially confirmed by the U.S. Senate as the next Federal Reserve Chair, with Jerome Powell serving temporarily until the transition is complete.  What does a tighter inflation backdrop mean for the path of rates? 
• Inflation pressure is building again: April CPI rose 3.8% year over year, core CPI rose 2.8%, and PPI jumped 6.0%, keeping rate-cut hopes under pressure. 
• The consumer still looks surprisingly resilient: From restaurants to travel to high-end golf, the episode questions whether consumers are truly pulling back — or simply adjusting where they spend. 
• Housing policy turns toward Wall Street: The discussion covers proposed restrictions on institutional ownership of single-family rentals, including the build-to-rent debate under the 21st Century ROAD to Housing Act. Could policies aimed at helping buyers end up reducing rental supply? 
• FIFA’s hotel demand problem: Early reports show World Cup hotel bookings falling short in several U.S. host cities, raising questions about how much positive economic impact the tournament will actually generate. 

🎧 Tune in now for Episode 241 — a conversation on inflation, interest rates, housing supply, and the real-world limits of headline-driven economic expectations.