The Post-Trump Hangover: Wall Street, Interest Rates, and the Future of Kamala 174

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In episode 174 of the podcast, Rohan and Mr. Fong dive into the aftermath of the 2024 election episode 174 of the podcast, Rohan and Mr. Fong dive into the aftermath of the 2024 election, with Trump securing the presidency again and Kamala Harris's prospects seemingly fading. The conversation covers everything from the unexpected rise in the stock market post-election to Trump’s economic policies, including potential impacts on interest rates, inflation, and tariffs. They also touch on the surprising volatility in Bitcoin prices and the current state of the real estate market, particularly concerning commercial real estate loans in default.
In addition, they discuss San Francisco's mayoral race, with newcomer Daniel Lurion unseating London Breed, and the future of Kamala Harris in politics. The episode also explores shifts in the office space market, with companies like Amazon and Dell pushing for more in-office work and signs that the office leasing market may be stabilizing. Finally, they examine challenges in the life sciences real estate sector, particularly in cities like Boston, San Diego, and New York, as developers grapple with oversupply and weakening demand.
It’s an action-packed episode filled with insights on politics, economics, and real estate—plus some speculation about what’s next for Kamala Harris. on, with Trump securing the presidency again and Kamala Harris's prospects seemingly fading. The conversation covers everything from the unexpected rise in the stock market post-election to Trump’s economic policies, including potential impacts on interest rates, inflation, and tariffs. They also touch on the surprising volatility in Bitcoin prices and the current state of the real estate market, particularly concerning commercial real estate loans in default.
In addition, they discuss San Francisco's mayoral race, with newcomer Daniel Lurion unseating London Breed, and the future of Kamala Harris in politics. The episode also explores shifts in the office space market, with companies like Amazon and Dell pushing for more in-office work and signs that the office leasing market may be stabilizing. Finally, they examine challenges in the life sciences real estate sector, particularly in cities like Boston, San Diego, and New York, as developers grapple with oversupply and weakening demand.
It’s an action-packed episode filled with insights on politics, economics, and real estate—plus some speculation about what’s next for Kamala Harris.