Category: Wisdom

Post-Election Playbook with Isaac Boltansky

Willy was joined by Isaac Boltansky, Director of Policy Research at BTIG, on the Walker Webcast. Isaac is responsible for coordinating his firm’s Washington policy analysis and forecasting how potential policy shifts could impact investors, corporations, and other market participants. So, what is he predicting? He and Willy covered a range of topics shaping the political and economic landscape, including the privatization of Fannie Mae and Freddie Mac, border security and immigration enforcement, regulatory consumer finance, the U.S.’ investment in defense, energy policy, tariff proposals, geopolitical relations, his outlook on Fed cuts, new administration Cabinet picks, and so much more. Key Points In The Webcast: 00:00 Introduction 01:15 Willy introduces Isaac Boltansky 02:24 Was Trump’s victory a surprise? 03:24 What the election spending says about our democracy 04:35 How the election placed pressure on current issues 06:52 Possible deals to be made post-election 09:28 The impact of a Trump administration on the FTC 10:34 Capping credit card interest charges 12:34 The privatization of Fannie and Freddie 15:25 Illegal immigration and the outsourcing of the prison system 18:18 Why has the Bitcoin narrative changed? 21:51 Will consumer finance laws be overturned or implemented? 23:30 The overall spending on national defense 26:11 Pushing for more drilling: Its impact on climate change 30:01 Global trade and the increase in tariffs 33:41 Are we putting too much pressure on China? 36:24 Fed cuts and Jerome Powell finishing his term 38:35 The economic impact of the United States on the world 40:27 The ideal candidate for Treasury Secretary 43:15 Will tax policy be changed with legislation? 46:51 GSE privatization: How will it work? 50:31 Fannie and Freddie warrant expiration and the capital gap 56:22 Private capital investing in Fannie and Freddie 58:01 Multifamily as a high-return business 01:01:01 The effect of the Basel III pause 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

What is inflation?

Inflation is an overall increase in the prices of goods or services in an economy. #facts #learn #foryou #fyp #usafacts #usgov #govdata #opendata #learning #education #inflation #economy See the data: https://usafacts.org/articles/what-is-inflation-and-how-is-it-measured/ Subscribe for JUST the facts! source

Shaping the Future of Housing with Ryan Marshall

Willy was joined by Ryan Marshall, President and CEO of PulteGroup, Inc., one of the nation’s largest home builders. Ryan has his finger on the pulse of the housing market, so what are the key trends and opportunities he’s seeing? Ryan and Willy discussed his transition into the role of CEO at PulteGroup, Inc., the company’s number one driver of value, the importance of the consumer, disruptions and opportunities in the home building space, what builders are doing to address the housing supply shortage, opportunities he’s seeing in markets across the U.S., how he instills a team-first mentality throughout the company, and much more. Key Points In The Webcast: 00:00 Introduction 01:17 Willy introduces Ryan Marshall, President and CEO of PulteGroup Inc. 02:56 Transitioning from senior executive to CEO 04:42 Working with Bill Pulte and his influence 08:02 The balance of pulling back growth and earning 11:02 Having healthy gross margins in a competitive industry 13:35 The focus on design and quality without degradation 18:24 Any tech that can transform the industry? 22:21 Affordability for new home buyers 28:15 The characteristics of home buyers 29:37 Should we be building more homes? 32:28 How many more homes do we need to close the gap? 35:34 The current housing dynamic and what can change 39:56 Investing in Portland 41:42 Last acquisition done and opportunities to consolidate 45:26 How will tariffs affect the housing market? 47:59 Ryan Marshall’s plans for PulteGroup 51:27 The importance of a team-first mentality 53:40 Moving from Detroit to Atlanta 55:00 Is being a cowboy and farm life an option? 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

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