The Walker Webcast

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.

Amor Towles, a New York Times best-selling author celebrated for 'A Gentleman in Moscow' and 'Rules of Civility,' joins a close friend for a captivating conversation. They discuss the adaptation of Towles' literary works into film, touching on the balance of narrative essence and visual storytelling. Towles shares unique personal anecdotes that inspired his latest collection, 'Table for Two,' and reflects on the importance of discipline in his writing process. Listeners also get a sneak peek at his upcoming novel, offering a blend of creativity and insight.

Jim Millstein, Co-Chairman of Guggenheim Securities and former chief restructuring officer at the U.S. Treasury during the 2008 crisis, shares his insights on critical market issues. He discusses the transformative impact of AI, compares U.S. sovereign debt challenges to historical crises, and analyzes the implications of the Mar-a-Lago Accord on economic policy. Millstein also highlights the urgent need for fiscal policy re-evaluation, shedding light on rising trade barriers and the potential privatization of Fannie and Freddie as key discussion points.

Jay Parsons, an economist and housing industry expert, provides a data-driven lens into the multifamily housing market amidst changing economic climates. He discusses the impact of international trade uncertainties on the housing sector and the Federal Reserve's strategies in response to inflation. The conversation dives into post-pandemic demand shifts for apartments versus office spaces, migration trends, and the role of tariffs in construction costs. Jay offers keen insights on investment opportunities and evolving rental dynamics across different regions.

General David Petraeus, a retired four-star U.S. Army general and former CIA director, explores pressing global issues. He delves into the Ukraine conflict, analyzing its military strategies and impacts on Europe. Petraeus also highlights the geopolitical dynamics in the Middle East, addressing Israel's security challenges and nuclear negotiations with Iran. Additionally, he discusses U.S.-China trade relations, emphasizing tariffs and economic implications. His insights reflect a deep understanding of complex international relations and military strategy.

Dr. Ben Ebert, President and CEO of Dana-Farber Cancer Institute and a leading cancer researcher, shares insights on the future of oncology. He discusses the importance of collaboration in Boston's cancer research ecosystem and how institutions work together to foster innovation. Ebert also delves into groundbreaking technologies, like blood biopsies and AI, set to transform cancer detection and treatment. His hope for the next five years focuses on advancements in understanding blood cancers and the role of community support in driving research funding.

In this enlightening chat, Chris Cassidy—President & CEO of the National Medal of Honor Museum, former NASA astronaut, and decorated Navy SEAL—shares his remarkable journey from the battlefield to space. He dives into overcoming fear, the importance of quiet leadership, and the rigorous daily workouts required in orbit. Cassidy reveals the complexities of transitioning from military life to guiding a museum honoring valor, alongside personal anecdotes that illuminate the challenges of space travel and the essence of teamwork.

Dr. Peter Linneman, a distinguished economist and Professor Emeritus at The Wharton School of Business, joins the conversation to dissect pressing economic issues. They delve into the potential impacts of tariffs on GDP and inflation, alongside the complexities of the housing market facing skyrocketing prices. The discussion also highlights the disconnect between economic sentiment and reality, scrutinizing retail sales statistics. Listeners are urged to focus on economic fundamentals amid market volatility and evolving consumer dynamics.

Dive into the intriguing world of finance as Tom Michaud unpacks the complexities of tariff uncertainties and trade dynamics. Explore the challenges small businesses face in a shifting economic landscape. The conversation also tackles the evolving realm of crypto and stablecoins, alongside the current trends in mergers and acquisitions. Plus, get insights on how oil prices and inflation expectations are intertwined, and discover the necessity of financial strategies to navigate market volatility.

Aaron Appel, a Senior Managing Director specializing in Capital Markets, joins Kris Mikkelsen, an Executive VP in Investment Sales, and Ivy Zelman, an EVP focusing on Research and Securities. They dive into the complexities of the commercial and housing markets, discussing the impact of tariffs and the interplay between demand and supply. They emphasize a cautious optimism in the market's recovery, the resilience of luxury real estate in Florida, and changing cap rates in multifamily investments. They also explore the benefits of recent regulatory changes for landlords.