In this bonus episode of The Land Development Podcast, host Ryan Glick is joined again by Peter Schiff, chief economist at Euro Pacific and chairman of Schiff Gold. They explore the current state of the U.S. economy, discussing inflation, interest rates, and why the rising price of precious metals is a warning sign. Schiff explains how government policies, especially under Trump, are fueling inflation even while claiming to fight it.
The conversation shifts to housing, where Schiff lays out the real impact of tariffs and inflation on construction costs and affordability. He believes we’re heading toward a housing supply crunch, driven by both rising costs and trapped homeowners with low mortgage rates. This, in turn, could lead to more people renting, but only in landlord-friendly areas where rent control isn’t a major risk.
Peter also discusses the growing presence of AI and why he believes we’re already in a tech bubble. He explains the difference between real innovation and speculative hype, and how inflated company valuations could lead to another financial fallout, just like the dot-com crash. He also makes a strong case for why the government and central banks are creating misleading economic signals to hide the true condition of the economy.
Closing out the episode, Peter shares actionable advice for real estate developers and investors, suggesting a focus on rental properties and international markets. He also offers predictions for the next 12–24 months, explaining why he believes the U.S. is already in a stealth recession that could worsen.
Ryan sits down with Peter Murphy Lewis to talk about how storytelling can help developers and builders attract better talent and build stronger teams. They break down simple, practical ways to use video and real stories to stand out in today’s labor market.
Keith Miller joins the show to talk about his focus on building attainably priced homes at scale in Montana, why he’s using factory-built housing, and what it really takes to bring new supply to fast-growing markets.
Ryan and Charles break down falling homebuyer demand, a heated TikTok debate on millennial housing choices, a proposed property tax hike in New York City, and what a shrinking U.S. population could mean for developers.