Mohamed El-Erian, President of Queens' College at Cambridge University and a chief economic advisor at Allianz, dives into pressing economic issues as we approach 2025. He tackles Fed predictions, inflation, and the labor market while highlighting the transformative impact of AI on finance. El-Erian examines the geopolitical tensions driving oil prices and the implications of a K-shaped recovery on income disparity. He emphasizes the necessity of challenging complacency in investments and the evolving landscape of global finance amidst these turbulent changes.

Willy Walker dives deep into pressing real estate issues, including the privatization of Fannie and Freddie and the rise of build-to-rent models. He shares insights on back-to-office plans and surprising market shifts expected in 2025. The discussion also traverses personal anecdotes about food, travel ambitions, and nostalgic music that shaped resilience. Geopolitical dynamics and economy intertwine as the conversation examines housing policies and market predictions. Plus, there's some light-hearted banter on AI's role in job security and creativity.

Ben Schall, CEO of AvalonBay Communities, shares insights from his extensive career in real estate. He discusses AvalonBay's strategic move toward suburban markets and the impact of AI on customer interactions. Ben reflects on the importance of company culture and the organization's commitment to integrity. Additionally, he forecasts trends in the multifamily market for 2025, the rising gap between renting and homeownership, and the burgeoning Build-to-Rent sector, all while navigating today's economic challenges.

Isaac Boltansky, Managing Director and Director of Policy Research at BTIG, delves into the intricate dance of finance and politics. He predicts shifts in Fannie Mae and Freddie Mac's privatization, while addressing the impact of border security on immigration policy. Isaac discusses the evolving landscape of consumer finance and the implications of recent election outcomes on governance. The conversation also touches on the rising interest in digital assets like Bitcoin and the upcoming tax policy challenges, highlighting the interconnection between economic strategies and political dynamics.

Join Jay Parsons, Principal and Head of Investment Strategy at Madera Residential, as he shares his deep insights into the multifamily market. He reflects on the 2024 rental landscape, addressing rising interest rates, inflation, and the Fed's policies. Jay discusses the recent St. Paul rent cap's unintended consequences on construction and affordability. He also offers strategies for maintaining occupancy amidst new supply and analyzes the differences between Sunbelt and coastal markets. Dive into his economic outlook and understand the complexities of current housing challenges!

Ryan Marshall, President and CEO of PulteGroup, Inc., leads one of America's largest home builders. In this engaging conversation, he discusses the ever-evolving housing market and the company’s pivot towards value creation after the financial crisis. Ryan reveals insights on the challenges of rising costs, buyer demographics, and the urgent need for more housing supply. He shares his personal journey to CEO and emphasizes the importance of fostering a team-first culture while exploring lucrative markets like Denver and Salt Lake.

Frans Johansson, a bestselling author and entrepreneur known for his insights on innovation and diversity, shares his journey of developing an agile mindset. He reflects on his childhood experiences that shaped his understanding of cultural differences and the importance of diverse perspectives. The conversation delves into how playing Dungeons and Dragons fosters creativity, the impact of AI on business adaptability, and the necessity of inclusive teams for driving innovation. Frans emphasizes that successful ideas often emerge from combining existing concepts and learning from diverse viewpoints.

Ginni Rometty, former IBM CEO, discusses the synergy between innovation and risk-taking in leadership. Gloria Steinem shares insights on the power of self-esteem and connection, while Stephanie Linnartz emphasizes the critical support needed for young female athletes. Christina Wallace advocates for a portfolio life approach to balance career and personal aspirations. Mary Erdoes highlights market sentiment and risk management in asset management, paving the way for a conversation on effective leadership and empowering women in various fields.

David Petraeus, a retired four-star U.S. Army general and former CIA director, shares his extensive insights on global power dynamics and geopolitical tensions. He discusses the shifting landscape post-9/11, emphasizing the rise of great power rivalries and regionalism. Petraeus delves into U.S.-China relations, technological innovations in warfare, and the humanitarian crisis in Gaza. He also highlights how military strategies can be applied to business leadership, emphasizing adaptability under pressure and the importance of teamwork in high-stakes environments.

Marc Ganzi, CEO of DigitalBridge, dives into the intricacies of the digital infrastructure landscape. With over 25 years of experience, he discusses his unique path merging telecommunications and real estate. The conversation highlights the evolution of mobile technology from 1G to 5G and the rise of small cell networks. Ganzi also addresses the critical balance between public and private cloud solutions, the environmental impact of data centers, and the competitive AI race, emphasizing the importance of data security for innovation.