Fed’s Hidden Agenda: Cut Before a Crash?
Ken McElroy Show
Ken McElroy
4.8 • 692 Ratings
🗓️ 5 June 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
With inflation rising, real estate freezing, and global trust in the U.S. dollar eroding, the Fed may be forced to cut rates sooner than expected — not out of strength, but out of desperation. In this episode, Ken and Danille break down the hidden consequences of tariffs, political jockeying at the Fed, and why the next rate move could unleash both opportunity and chaos.
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ABOUT KEN: Ken is the author of the bestselling books The ABC’s of Real Estate Investing, The Advanced Guide to Real Estate Investing, and The ABC’s of Property Management. With over two decades of experience in real estate investing, Ken McElroy is passionate about sharing the good life by helping real estate investors grow and prosper. This podcast is a place for Ken to discuss numerous topics connected to real estate investing, including finance, budgeting, the entrepreneur mindset, and creating passive income. Ken offers a wealth of personal experiences, practical advice, success stories, and even some informative setbacks, all presented here to educate and inspire. Whether you’re a new or seasoned investor, the information and resources on this channel will set you on a path where you and your investments can thrive.
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Transcript
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| 0:00.0 | The Fed seems to be changing its tune on interest rates. |
| 0:04.6 | Well, they have to. |
| 0:06.0 | Like, the real estate market is fluctuating right now. |
| 0:10.6 | Well, it's not even that. |
| 0:11.9 | It's, you know, Chris Waller on Monday met in South Korea. |
| 0:17.7 | And he's, you know, trying to be one of the next elected to really help. |
| 0:21.6 | Yeah, he's trying to place power in a year, right? |
| 0:23.6 | Yeah, but it was interesting because, you know, he basically said, you know, they would consider cutting rates starting in the fall as long as, you know, inflation continues to go down. |
| 0:33.6 | He didn't say once I hit 2%, he just said once inflation continues to go down, |
| 0:38.8 | if the labor market seemed robust, et cetera, et cetera. And he kind of was being really positive about |
| 0:46.5 | everything. He even mentioned the tariffs and how, you know, while there will be inflation from |
| 0:51.3 | those, it's temporary and they don't have in. Transitory. Come on. But I also just think that in general, it's he's trying to put a |
| 1:00.8 | spin. And we talked about this on our podcast a few weeks ago where because these interest rates |
| 1:06.8 | are going up, the Fed is going to have to cut rates. So now we're hearing them change their |
| 1:11.8 | tune. And it could be because he's trying to vie for Powell's position. But it also could be |
| 1:17.5 | because they know they have to lower rates. So they're trying to paint this sunny picture of a |
| 1:22.7 | environment where you would lower rates to justify. Yeah. So let's back up a little bit. Everyone believes that |
| 1:30.6 | inflation is, you know, pending, right? The real estate market is in flux. Of the top 50 markets that |
| 1:38.4 | Redfin monitors, only seven are considered sellers markets right now. So, so we've gone from having more sellers and buyers. |
| 1:47.8 | So the listing, the amount of listings is almost at two million |
| 1:51.6 | and the buyers is 1.5, let's say, somewhere in there. |
| 1:55.2 | There's like a half a million more sellers |
... |
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