2025 Economic Outlook with Mohamed El-Erian

Willy was once again joined by one of the world’s most respected economists, Mohamed El-Erian, to cover everything you need to know as we enter 2025. They discussed Fed predictions, inflation, interest rates, the impacts of the new administration, tariffs, labor markets, the AI revolution, geopolitics, the dominance of the U.S. markets, challenges for business leaders today, and so much more. Watch or listen to the replay. Key Points In The Webcast: 00:00 Introduction 02:41 The chances of a soft landing vs. a recession 05:21 The effects of lower rent on inflation 08:03 Why the inverse reaction to rate cuts? 10:43 Predictions on GDP growth 11:43 Will deregulation stimulate the economy? 13:45 The market response to a Trump presidency 16:44 How tech and AI will transform industries 19:53 Data centers and hyperscalers: Are we building too much? 23:11 Oil prices and the need for sustainable energy 25:16 The impact of disrupting oil trade 26:41 Is the Atlantic and the Pacific drilling a minor issue? 29:34 The concerns of a K-shaped economy 31:12 How Europe is stuck in a low-growth equilibrium 33:56 Labor productivity in Europe and the U.S. 37:08 U.S. interdependence with China and Europe’s economies 40:57 China’s impact on the reserve currency 43:39 Will Bitcoin replace the U.S. dollar? 47:00 Best investing practices 50:42 To invest now or not? 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

Market Update 2024 with Ivy Zelman, Kris Mikkelsen, and Aaron Appel

On the Walker Webcast, Willy was joined by Walker & Dunlop experts Ivy Zelman (https://www.zelmanassociates.com/abou…, Executive Vice President, Research and Securities, Kris Mikkelsen (https://www.walkerdunlop.com/what-mak…, Executive Vice President, Investment Sales, and Aaron Appel, Senior Managing Director, Capital Markets (https://www.walkerdunlop.com/what-mak…. They covered hot topics facing the CRE industry including the potential impacts of the impending wave of loan maturities over the next three years, value-add vs. opportunistic strategies, trends they see in each of the asset classes, their outlooks for 2024, and so much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. source

Trailblazing for an Equitable Future with Gloria Steinem

On this Walker Webcast, Willy sat down for an in-person interview with legendary feminist activist Gloria Steinem. She is best known as a pioneer of the women’s rights movement in the 1970s and has dedicated her life to promoting gender equality and social justice. She and Willy discussed anecdotes from her humble upbringing, the importance of bodily autonomy, major milestones of her life and career, the evolution of gender roles, what she’d tell her twenty-year-old self, and so much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. source