The Walker Webcast

Ryan Marshall, President and CEO of PulteGroup, Inc., shares insights from his 15-year journey with the company. He discusses how demographic shifts are reshaping homebuilding, highlighting the importance of wellness in Del Webb communities. Ryan tackles housing challenges like affordability and the evolving role of Fannie Mae and Freddie Mac. He emphasizes innovative strategies for smart land acquisition and the need to attract younger retirees with new amenities, all while navigating the impacts of immigration policies and market dynamics.

Join Jonathan Reckford, CEO of Habitat for Humanity International and recognized leader in the nonprofit sector, as he shares his inspiring journey from corporate success at Marriott and Disney to a fulfilling mission in affordable housing. He discusses the global housing crisis, emphasizing the importance of property rights and community development. With anecdotes on leadership rooted in humility and mentorship, Reckford highlights innovative solutions like MicroBuild and the need for shifting perceptions around housing and energy.

In this engaging discussion, Marc Porat, a visionary at the nexus of technology and society, delves into the breathtaking evolution of artificial intelligence. He highlights how AI is revolutionizing personalized medicine, potentially transforming healthcare and extending lifespans. The conversation also touches on the ethical dilemmas of achieving artificial general intelligence, as well as the implications of AI and quantum computing on global power dynamics. Prepare to be fascinated by the future possibilities—and challenges—shaping our world!

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.