Could generative AI be the most revolutionary force since the steam engine?
Generative AI is transforming the landscape at a pace that rivals the Industrial Revolution. Think of it as upgrading from one brilliant research assistant to ten MIT physicists on demand. source
Market Recalibration: Taxes, Trade, and the Future of Finance with Jim Millstein
Willy was once again joined by Jim Millstein, Co-Chairman of Guggenheim Securities to discuss today’s hottest topics facing the market. They explored the revolutionary impact of AI, the truth about the sovereign debt market, implications of the Mar-a-Lago Accord, rising trade barriers, Jim’s insights on the potential privatization of Fannie and Freddie, and the warning bell he’s sounding for the U.S. Whether you’re a policymaker, lender, investor, or market observer, you won’t want to miss this dynamic and insightful discussion. Key Points In The Webcast: 00:00 Introduction 02:22 Willy introduces Jim Millstein 04:17 The biggest challenge in the market landscape today 06:46 Using AI for law and banking 09:53 Should firms create their own AI or integrate existing ones? 11:52 Being the U.S. Chief Restructuring Officer 14:13 Lessons from the AIG failure 18:31 Parallels between the U.S. and Argentina 24:57 Why is the U.S. dollar decreasing in value? 27:44 The soaring cost of U.S. debt financing 29:05 When growth can’t outpace the debt 32:33 Can we sell our way out of debt? 34:43 The limits of monetizing federal assets 39:17 The long-term consequences of U.S. debt 42:10 The implications of the Mar-A-Lago Accord 45:34 The need for fiscal consolidation 48:21 Treasury demand vs. bank lending 51:40 Is this the end of U.S. financial exceptionalism? 55:09 President Trump’s deals with the Middle East 58:46 Is reverting the tariff policy the solution? 01:00:19 The Freddie and Fannie conservatorship 01:05:09 Jim’s final thoughts GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines. Check out our previous videos: » Full playlist: https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk Apple Podcasts: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402 Spotify: https://open.spotify.com/show/1z3wDGMAjtscNhKWJfXs7L Follow us: » LinkedIn: https://www.linkedin.com/company/walker-&-dunlop/ » Facebook: https://www.facebook.com/WalkerDunlop » Twitter: https://twitter.com/WalkerDunlop » Instagram: https://www.instagram.com/walkerdunlop/ POSTING POLICY: Please bear in mind that this is a public and professional platform. We’ll do our best to ensure that our postings on this page comply with our standards, which prohibit content that: • is abusive, defamatory, threatening, or obscene • is fraudulent, deceptive, or misleading • violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another • contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code • contains the personal information of others, such as names, addresses, and telephone numbers • violates any law or regulation • is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards. source
Rental Ready: Best Value Paint, Floor & Blinds for Your Rentals
James Davis Disclaimer: The information shared in this [live stream -or- seminar] is intended for general informational purposes … source
Are coastal cities making a quiet comeback for savvy investors?
Coastal cities may no longer be “core” investments, but they’re catching the eye of opportunistic capital. Jay Parsons explains why some investors are betting on long-term recovery in hard-hit markets. source
US Federal Spending: US National Debt Trends and Causes
The US federal government’s deficit increased to $1.8 trillion in 2024. Although federal revenue increased, spending increased as well. 21.6% of government spending was to social security,13% was interest on debt. National defense, Medicare, and Medicaid were the other top spending categories. Learn more about revenue and spending and how they impact the deficit. Learn More: https://usafacts.org/answers/what-is-the-federal-governments-budget-deficit-or-surplus/country/united-states/ https://usafacts.org/answers/how-much-debt-does-the-us-have/country/united-states/ https://usafacts.org/just-the-facts/budget/ https://usafacts.org/articles/the-federal-budget-an-overview/ https://usafacts.org/articles/what-is-the-us-national-debt-and-how-has-it-grown-over-time/ https://usafacts.org/government-spending/ source
What’s driving America’s shift from owning to renting—and is it here to stay?
Single-family homes are simply out of reach for many Americans, especially in the neighborhoods they actually want to live in. Jay Parsons explains why build-to-rent is booming and why renting remains the more viable option for median-income earners. source
Are investors ready to move or still waiting for the next shoe to drop?
Jay Parsons shares why cautious optimism is creeping back into the market. Despite strong fundamentals, uncertainty continues to hold back capital deployment. source
Navigating The Shifting Rental Market Part 2 with Jay Parsons
Willy was once again joined by economist, strategist, and industry expert Jay Parsons – and you won’t want to miss his sharp, data-driven perspective on the rental housing landscape. He and Willy covered everything from the macroeconomic outlook and Fed policy to construction trends, core markets, immigration impacts, and Jay’s latest take on rates, spreads, and overall market sentiment. Key Points In The Webcast: 00:00 Introduction 01:51 How U.S. deals with China will affect real estate 03:14 Jay’s take on CPI 04:12 Would U.S.-China trade deals allow a Fed cut? 05:33 The rising cost of eggs 07:34 Does more people moving in mean more jobs? 10:25 Washington, D.C.: Bullish or bearish? 11:52 Jay’s outlook on D.C. vs. Virginia vs. Maryland 14:48 Oversupplied markets to watch out for 16:53 Rising demand for the Sunbelt mountain region 18:47 Markets with the most absorption 19:58 Low development in Chicago 21:00 The slowdown of Sunbelt migration 22:53 Cities dependent on migration vs. immigration 24:34 Factors for U.S. citizen migration 26:08 Coastal markets’ dependence on immigration 27:05 New York: Location for college grads 29:10 Costly single-family housing means more renters 33:10 Why location matters 34:14 The fragmentation of real estate sectors 38:02 Predictions on GDP growth under Trump 40:08 Is now the perfect time to sell? 43:40 Multifamily rent growth and cap rates 47:34 What’s the next thing to look into? GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts Related webcasts: Tune in on Wednesdays for fresh perspectives about leadership, business, the economy, commercial real estate, and more! #WillyWalker hosts a diverse network of leaders as they share the wisdom that cuts across industry lines. Check out our previous videos: » Full playlist: https://www.youtube.com/playlist?list=PL_QkMqEzOkzNmWUe9kpfRJ4213jIh6LNk Apple Podcasts: https://podcasts.apple.com/us/podcast/driven-by-insight/id1540843402 Spotify: https://open.spotify.com/show/1z3wDGMAjtscNhKWJfXs7L Follow us: » LinkedIn: https://www.linkedin.com/company/walker-&-dunlop/ » Facebook: https://www.facebook.com/WalkerDunlop » Twitter: https://twitter.com/WalkerDunlop » Instagram: https://www.instagram.com/walkerdunlop/ POSTING POLICY: Please bear in mind that this is a public and professional platform. We’ll do our best to ensure that our postings on this page comply with our standards, which prohibit content that: • is abusive, defamatory, threatening, or obscene • is fraudulent, deceptive, or misleading • violates the copyright, trademark, patent, trade secret, right of privacy, right of publicity, or other intellectual property right of another • contains or links to any virus, worm, Trojan horse, or other forms of malware or harmful code • contains the personal information of others, such as names, addresses, and telephone numbers • violates any law or regulation • is otherwise offensive. We expect users not to post content that violates our standards. We cannot monitor postings or discussions in advance, but we reserve the right to remove any posting that does not meet our standards. source
2025 Tenant Screening Crash Course for California
Jeff Faller | President, Apartment Owners Association of California, Inc. Disclaimer: The information shared in this [live stream -or- … source
Are soaring tariffs reshaping the future of global trade?
Steep tariffs don’t just slow trade; they risk a full U.S.-China decoupling. With both economies deeply intertwined, the ripple effects could be massive. source