The $400B Tech Boom Keeping America Out of Recession - 219

This week on Investing with GoodLife Housing Partners — Black Friday breaks spending records, the Fed edges toward a December rate cut, and data-center capital spending drives nearly all of America’s GDP growth. Holiday Spending Spike: U.S. shoppers spent $18B across Thanksgiving + Black Friday, yet economists warn it may mask weakening sentiment and higher borrowing. NYC’s “Blue Highway” Plan: The city pushes package delivery by water to reduce truck and road congestion — could industrial waterfront real estate make a comeback?Fed Cut Odds Jump: Market odds hit ~80% for a December rate cut; FOMC is unusually split, raising the chance of a rare stalemate? Data Centers = GDP Engine: Tech giants’ $400B+ in AI/data-center capex accounts for 92% of 2025 GDP growth. Is this sustainable or a bubble forming?Office Market Divergence: Manhattan Class A leasing hits a post-pandemic high while Century City restaurants and retail remain visibly weak. 🎧 Tune in now for Episode 219 — a deep dive into consumer strength, Fed uncertainty, and the data-center wave powering the U.S. economy.