The Walker Webcast

Ivy Zelman, EVP & Co-Founder of Zelman and a Hall of Fame housing market analyst, shares her insights on today’s housing landscape. She discusses the effects of tariffs and inflation on construction and home improvement, alongside rising interest rates and changing consumer trends. Ivy dives into the housing affordability crisis faced by young adults, the impact of immigration on labor availability, and the promising role of AI in enhancing efficiency within the industry. Her expert analysis sheds light on the evolving market and future challenges.

Will Ahmed, founder and CEO of WHOOP, is revolutionizing health and performance through wearable technology. In this discussion, he reveals WHOOP's mission to enhance lifespan and recovery trends among athletes. They dive into how medical-grade capabilities are integrated into their products, affecting both casual users and professionals. The conversation also highlights the emotional impacts of data on behavior and the role of WHOOP in fostering family fitness dynamics, making health tracking a communal activity.

Kate Moore, Chief Investment Officer at Citi Wealth, shares her expertise on the current macroeconomic landscape. She discusses the reasons behind investor paralysis and shifting consumer behavior, emphasizing the implications of prolonged high interest rates on portfolios. Kate sheds light on faltering corporate confidence and the complexities of the labor market. Her insights on tax reform and the Fed's future provide a compelling view of what lies ahead for the economy.

Michael Levy, CEO of Crow Holdings, offers a wealth of insights from his impressive career in real estate finance. He shares his macro view on the commercial real estate market and emerging trends across asset classes. The discussion includes his transition from Wall Street to a family business, emphasizing the importance of aligning workplace culture with personal values. Michael also explores sustainable investment strategies, innovative approaches to construction, and the significance of legacy and trust in building long-term partnerships.

A renowned neurosurgeon shares insights on balancing transparency and compassion in patient care. They discuss the profound impact of brain tumors on patients and the emotional complexities of treatment. The conversation dives into groundbreaking technologies like brain-computer interfaces and their potential to revive lost abilities. Historical challenges in neurology, including societal prejudices faced by pioneers, also surface, illustrating the intersection of medicine and human experience.

Gillian Tett, an award-winning journalist, author, and Chair of the Financial Times’ Editorial Board, shares her unique insights on pressing global issues. She discusses the repercussions of the Trump presidency and its impact on tariffs. Tett delves into the shifting narratives surrounding ESG and contrasts global attitudes toward AI, highlighting cultural perceptions. Additionally, she examines the politicization of higher education and its implications for the future of commercial real estate post-pandemic. Her perspectives are both thought-provoking and timely.

Renowned economist Dr. Peter Linneman, Professor Emeritus at The Wharton School, provides keen insights into commercial real estate. He discusses the surprising optimism in Manhattan's office market and the impact of tariffs and oil prices on GDP. The complexities of the Consumer Price Index spark a light-hearted debate on inflation strategies from the Fed. He also explores challenges in multifamily housing and contrasts housing strategies in Houston and Los Angeles, all while addressing the employment landscape for new graduates.

Join Tommy Thompson, Wisconsin's longest-serving governor, known for his advocacy on welfare reform, alongside David Rubenstein, co-founder of the Carlyle Group and dedicated philanthropist. They discuss the significance of ethics and integrity in leadership, the harsh realities of military service, and the vital need for personal responsibility in tackling societal challenges. Listeners will gain insights into the transformative power of community engagement, the importance of preserving history, and how resilience shapes a robust democracy.

George Hincapie, a former pro cyclist turned entrepreneur, and Christian Vande Velde, now a cycling commentator and Peloton instructor, share their insights on competitive cycling and health. They discuss the evolution of rider physiology over two decades and their personal fitness regimens. The duo reflects on the excitement of the Tour de France, the challenges and risks of the sport, and their commitment to building a strong American cycling team. They also touch on their roles in mentorship and community building within the cycling world.

Jeff Bussgang, Co-Founder and General Partner at Flybridge Capital Partners and Senior Lecturer at Harvard Business School, shares his insights on the AI landscape and its impact on entrepreneurship. He discusses the importance of an abundance mindset in embracing new technologies and the ethical leadership necessary for innovation. Jeff emphasizes the need for businesses to adopt a culture of experimentation, adapt strategies for AI integration, and offers guidance for future professionals navigating this evolving field.