E228 - Tariff Shockwaves and Private Credit Stress Signals - 228

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 inflation running hotter than expected while GDP growth moderated — reinforcing the “higher for longer” rate narrative. Does this delay meaningful rate cuts?Fed Tone Shi...