In this roundtable edition of The Hustle Harder Show, James Gaskin and Kevin Werner are joined by Brett Sims, Head of Growth at Renovo Financial, for a high-level conversation on economic shifts, capital markets, and strategic growth. The trio dives into policy changes around Fannie & Freddie, inflation data, Fed leadership speculation, bond market concerns, and the importance of discipline amid volatility. Whether you're a seasoned investor or scaling your business, this episode offers tactical insights and measured perspectives to navigate uncertain times.  Key Points from This Episode 00:00 – Intro and Brett Sims joins the roundtable 01:29 – Brett’s role at Renovo and where he spends his time 02:27 – Bridging the street and capital markets perspectives 04:13 – Fannie & Freddie privatization back on the table 06:31 – Liquidity concerns and potential impact on interest rates 08:17 – Could Fannie/Freddie fund a US sovereign wealth fund? 10:06 – Moral hazard, underwriting discipline, and housing stability 13:09 – Is now the right time to shake up what’s working? 14:39 – Fed policy, Powell’s job security, and political pressure 16:30 – Shadow Fed president concept and market messaging 18:54 – PCE data, inflation outlook, and Fed strategy21:36 – Jamie Dimon warns of bond market cracks 23:52 – Discipline in the bond market and political consequences 26:00 – Renovo’s culture of discipline and sustainable growth 29:22 – What discipline looks like for real estate investors 32:27 – Expanding with purpose: crawl, walk, run 34:45 – Advice: don’t be brave—be careful, be smart 36:55 – Find mentors, partner wisely, and grow responsibly 39:40 – Admitting what you don’t know and building thoughtfully 40:52 – Brief thoughts on the big budget bill and deficits 42:12 – Foreign investment risk and potential tax changes 44:10 – Rising cost of capital if foreign appetite slows 45:13 – Final thoughts: stay disciplined and stay focused 46:00 – Closing out and looking ahead to the next roundtable Links Renovo Financial - https://renovofinancial.com/  James Gaskin on LinkedIn - https://www.linkedin.com/in/james-gaskin-b675593/  

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