On this special episode of the Walker Webcast, recorded live at the Walker & Dunlop Summer Conference, guest host Gary Pinkus — Walker & Dunlop board member and former Chairman of McKinsey & Company — sits down with Gillian Tett, award-winning journalist, author, Chair of the Financial Times’ Editorial Board, and Provost of King’s College, Cambridge.
You won’t want to miss Gillian’s unique perspective on everything from the global repercussions of the Trump presidency and the use of tariffs as a political lever, to shifting ESG narratives, varying attitudes about AI worldwide, the politicization of higher education, and what all this means for the future of real estate.
Key Points In The Webcast:
00:00 Introduction
05:21 Gary Pinkus introduces Gillian Tett
07:19 Gillian’s education and professional experience
08:56 The link between anthropology, human behavior, and economics
12:10 How the first Trump presidency was a surprise
18:12 Why the economic world view is under attack
25:43 How is ESG impacting the zeitgeist shift?
30:02 Where the Fed and interest rates are headed
38:28 The effect of SLR on interest rates
40:41 How the U.S. is forcing countries to buy government debt
43:14 Addressing Jerome Powell rumors
45:29 Discussing the $137 billion in tariffs
51:37 Where does the U.S. stand in the world now?
56:13 Why the U.S. fiscal problems will explode dramatically
57:23 The politicization of higher education
01:02:06 Are researchers returning to their home countries?
01:06:34 AI, human connection, and trust
01:13:49 The future of real estate
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