Decoding the Investment Landscape with Kate Moore
Willy was once again joined by Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock, to cover the issues that are shaping the current investment landscape and influencing market trends. She and Willy discussed her view of the current global economic landscape, the latest investment trends driving growth across the sectors, the impact of insurance costs, AI opportunities and how BlackRock is staying ahead of the technology curve, her predictions on inflation and rate cuts, strategies for investors on navigating market volatility and managing risk, and much more. Key Points In The Webcast: 00:00 Introduction 01:23 Willy introduces Kate Moore 03:12 Early beginnings in investment banking 04:41 Kate’s love for sci-fi and reading 07:49 Significant movement in data points 10:49 Is the worst behind us in corporate earnings? 13:11 Mega cap concentration in S&P: A cause for concern? 16:42 Equity market predictions for 2024 elections 19:44 Will the election outcomes move the markets? 26:00 The future of the dollar and international trading post-election 31:46 The state of consumer health 37:16 The big inflationary pressure on food 39:21 To raise or cut rates? 43:45 BlackRock investments on climate change 48:18 Investing in data centers and AI-adjacent industries 51:05 What’s next for cybersecurity companies? 53:02 BlackRock’s general investment thesis 55:38 Is Bitcoin catching up on the U.S. dollar? 56:42 Will BlackRock ever invest in Bitcoin? 58:12 What’s Kate looking forward to this summer? 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
Insights With Willy Walker
While it’s clear that we’re living through an uncertain time in history, there’s one thing Willy is confident in – the strength of our country to get through challenging times. On this Walker Webcast, we featured Willy’s opening remarks from W&D’s Summer Conference in Sun Valley. Listen to his take on consumer confidence, housing prices, asset classes including hospitality and office, the impact that climate change is having on your bottom line, single and multifamily housing starts, the impact of AI, impactful global leaders, and much more. Key Points In The Webcast: 00:00 Introduction 02:56 The state of the market: An overview 05:01 The unpredictability of the present 07:32 Optimism for the US economy: Data and numbers 09:43 Why are people still pessimistic about the future? 13:00 Trump vs. Biden’s decisions and the economic effects 16:58 The volatility index: past and present 18:56 How the CMBS market depends on volatility 20:58 Inflation, Fed action, and CPI movement 26:04 The need for a normalized yield curve 29:06 Will ten-year rates crash down with the Fed? 30:24 The link between hospitality and office rates 32:05 277 Park Avenue and JP Morgan refinancing 33:54 Promising data on housing and cash-in refi 38:15 Is there a premium for selling a portfolio? 40:55 Rescue capital: Where it is now 42:30 Housing insurance costs 43:57 Housing supply: single and multifamily 45:43 Capital market growth in relation to REITs 46:27 CRE private equity: The big get bigger 47:16 Amazon stock: then and now 50:02 The AI framework: Shapers, makers, and takers 51:59 Four people who will make an impact 2024-2025 55:40 Thank you for making W&D successful! 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
Michael Duffy, Opinions editor at large, the Washington Post
On the latest Walker Webcast, Willy was joined by Michael Duffy, journalist, opinions editor at large at the Washington Post, and bestselling author. Michael and Willy discussed anecdotes from his book, The Presidents Club: Inside the World’s Most Exclusive Fraternity (https://www.amazon.com/Presidents-Clu…, encounters and interviews he’s had with past United States Presidents, what he is expecting in the primaries, predictions for the 2024 election, 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
The Rise of F1 with Joshua Robinson and Jonathan Clegg
Willy was joined by Wall Street Journal reporters and authors of The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest-Growing Sport (https://www.amazon.com/Formula-Rogues-Geniuses-Reengineered-Fastest-Growing/dp/0063318628), Joshua Robinson and Jonathan Clegg. They covered key topics from the book, including the pivotal moments and figures that reshaped F1’s trajectory, the technology and engineering advancements that revolutionized the sport, how F1’s sudden arrival in the US was actually decades in the making, and the strategies that have propelled it to become the globe’s fastest-growing sport. Key Points In The Webcast: 00:00 Introduction 01:31 Willy introduces Jonathan Clegg and Joshua Robinson 03:04 Bernie Ecclestone’s legacy 07:15 The evolution of public interest in F1 11:14 The origin of the name and company’s mantra 15:54 F1’s changing leadership dynamics 19:41 The most noteworthy laps in F1 history 22:42 What draws audiences to F1? 25:07 How safety has improved over the years 28:02 The impact of the Saudi investment 30:16 Bernie Ecclestone’s focus and turning down Russia 34:26 The effect of big automobile brand presence 40:21 The financial support of automobile brands 42:34 How “Drive to Survive” transformed F1 44:58 F1 drivers becoming household names 47:02 The Liberty era and how it reinvented the sport 49:42 The downside of becoming a TV product 53:48 Monetizing a spectacle: Does it make it better? 57:04 Will Saudis move on to live golf? 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
Women in Leadership: A Unified Voice
Is Taylor Swift an athlete? According to former Under Armour CEO, Stephanie Linnartz, the answer is YES. Hear more about her passion for encouraging young girls to play sports and the benefits that sports have on children in today’s increasingly technological world on a recent #WalkerWebcast with Willy Walker. Interested in videos like this? Subscribe to our channel and visit our website at www.walkerwebcast.com! #TaylorSwift #Athletes #UnderArmour #WomenInLeadership #WeAreWD source
Heading for Default? Gregory Makoff, Senior Debt Management Expert
Willy was joined by Gregory Makoff, a Senior Fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School and an expert on sovereign debt management. He previously worked as a banker specializing in debt restructuring, advised the U.S. Department of the Treasury, and recently authored a book, Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring. He and Willy discussed the details of Argentina’s decades-long sovereign debt litigation, the U.S. financial situation and what we can learn from Argentina to prevent a national crisis, the negative fiscal impact of the growing partisan divide, the U.S. economy’s influence on global debt, 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. Key Points In The Webcast: 00:00 Introduction 01:42 Willy introduces Gregory Makoff 03:13 Can President Milei save the Argentine economy? 06:14 Learning from Carlos Menem’s reforms in the ‘90s 10:50 The implications of pegging currency to the US dollar 14:50 Encouraging foreign investment into Argentina 21:48 The Elliott Management holdout and Thomas Grecia 26:12 Ted Olson’s argument in the Elliott Management case 33:33 Did Mauricio Macri make an economic impact? 38:02 Sovereigns can’t file for bankruptcy 41:44 US and Argentina: comparing economies 44:01 Why is the US’s debt ratio more concerning than China’s? 46:03 Why the US should avoid repeating Argentina’s mistakes 50:32 The need for centrists in office 53:31 An economic crash isn’t imminent but possible 56:20 Is crypto a viable competitor as a reserve currency? 59:13 Will President Milei get re-elected? 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 Podcast: Apple » 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
Role of a Lifetime with Jeffrey Wright, Award-Winning Actor
Movie buff or not, you’re going to want to tune into our latest episode of the Walker Webcast. Willy was joined by award-winning actor Jeffrey Wright. He has won a Tony, Emmy, AFI, Golden Globe, 2024 Indie Spirit Award, and is nominated for an Academy Award this year for his performance in American Fiction (https://www.mgm.com/movies/american-f…. He and Willy discussed the stories behind some of the most memorable films of his career, learning to perform under pressure, the importance of collaboration in the film industry, what’s next for his career, and 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
Shaping the Future of Housing with Ryan Marshall
Ryan Marshall, CEO of PulteGroup, emphasized the importance of company culture and having a “team-first mentality” with Willy Walker on this week’s #WalkerWebcast. Interested in these types of videos? Subscribe to our channel for more! #Workplaces #Office #Culture #WeAreWD source
Leaning into Structural Advantages to Deliver Outsized Real Estate Growth with Robert Reffkin
Willy was joined by Robert Reffkin, the Founder and CEO of real estate tech company Compass, Inc., live from the 2024 Zelman & Associates Housing Summit. He and Willy discussed topics including Robert’s humble upbringing and how it led him down the path to entrepreneurship, pivotal moments that shaped his career, combatting negativity and lessons learned through hardship, Compass’ investment in technology, intricacies of the real estate market, Robert’s vision for the company and where it will be in twenty years, and much more. Key Points In The Webcast: 00:00 Introduction. 01:14 Running the Boston Marathon. 02:38 Life in Oakland and his family lineage. 05:13 Studying in Columbia and going to McKinsey. 09:11 Becoming a White House fellow. 11:32 Working for Goldman Sachs in the Great Financial Crisis. 16:43 Being a disc jockey in the Bay Area. 17:22 Compass’ tagline and the easiest way to success. 19:30 Building a broker-centric firm. 22:42 How integration becomes innovation. 26:47 Can you build culture with contractors? 28:30 The power of a repeat and referral business. 31:08 Where’s Compass at in terms of scaling? 34:07 What impacts agent retention? 36:17 Investing in tech creates competitive advantage. 37:48 Robert’s 30/30 vision: Explained. 40:21 Everything is culture. 41:25 Making a company feel small at heart. 42:47 How culture is built in-person. 43:45 Robert’s biggest team and the reason for success. 45:55 Will price compression happen in Compass? 49:39 The importance of creating homeowner value. 51:17 The stability of Compass’ business model. 52:31 Analyzing Compass’ competition. 57:02 The future of Compass. 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
Multifamily Market Forecast with Ben Schall
What sets AvalonBay apart from the competition? Willy Walker was joined by Ben Schall, chief executive officer and president of AvalonBay, to discuss how the company is leveraging AI, how they stay nimble amid interest rate uncertainty, and so much more. Like videos like these? Subscribe to our channel and visit our website at www.WalkerDunlop.com for more! #DataCenters #Data #Investment #WeAreWD source