David Steinbach

David Steinbach, Global Chief Investment Officer at Hines, joins to discuss market corrections and economic uncertainties. They delve into the bear case for the S&P 500, questioning the sustainability of current valuations. Steinbach highlights how global tariff pauses might impact demand. The conversation also navigates the evolving economic landscape post-COVID, emphasizing the importance of resilient supply chains. With a touch of humor, they use skiing metaphors to illustrate the need for adaptability in the unpredictable market terrain.

Featuring top industry leaders like EY's CEO and media group founders, the podcast delves into consulting demand shifts, AI evolution, housing market challenges, real estate investments, AI technology impact, regulatory changes, and global supply chain dynamics, offering valuable insights for business navigation in a rapidly changing environment.