Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst.
In today’s episode, Paul Kedrosky explains why AI sits at the intersection of every force behind the biggest bubbles. He walks through why tokens are the fast…
Ivy Zelman, EVP and Co-Founder of Zelman, a Walker & Dunlop Company
Willy sat down with Ivy Zelman, Executive Vice President and Co-Founder of Zelman, a Walker & Dunlop Company, for her latest read on the U.S. housing market and the forces that could reshape housing demand for years to come.
They explored why Ivy believes the housing market may be more balanced th…
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649
Today’s guest is Inigo Fraser Jenkins, Chief Investment Strategist at AllianceBernstein.
In today’s episode, Inigo argues that the golden era of easy diversification and high real returns is ending. He defends US equity exceptionalism while declining to defend the dollar.
To close, he makes the …
FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650
Today’s guest is Robin Wigglesworth, editor of FT Alphaville at the Financial Times and the author of A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.
In today’s episode, Robin makes the case that bonds, not stocks, are the bedrock of finance and quietly built the modern world.…
The Housing Market's Demographic Reckoning (With Ivy Zelman)
In this episode, Liz Ann Sonders reflects on four decades on Wall Street, sharing timeless investing lessons that remain relevant in today’s market environment. Drawing on wisdom from legendary investors and classic books, she highlights the importance of humility, adaptability, and emotional disci…
Roger Ibbotson - Why Isn’t Everyone Rich? | #651
Today’s guest is Roger Ibbotson, a finance professor at Yale for four decades and founder of Ibbotson Associates.
In today’s episode, Roger shares a century of stock and bond data and how one dollar became fifteen thousand in large caps over a hundred years. He explains why most people never captu…
Dave Iben: The World Is on Sale While America Trades at a Premium | #652
In today's episode, Dave draws on 45 years and over 100 countries to argue why scarcity still matters in a world obsessed with infinite money and AI. He makes the case that the world trades at a discount while America sits at record valuations.
To close, Dave explains why undervalued commodities …
Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653
My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock.
In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He shows how specialize…
568: BiggerNews February: Analyst Who Predicted '07 Crash Sees "Yellow Flags" w/ Ivy Zelman
The housing market is an evolving beast that almost no one can accurately map. With so many investors on opposite sides of the fence when it comes to housing market crashes and corrections, it’s nice to hear the thoughts of someone who has accurately predicted past crashes. We’re honored to have Iv…
Aaron Appel, Kris Mikkelsen, & Ivy Zelman
Willy was joined by Walker & Dunlop experts Aaron Appel, Kris Mikkelsen, and Ivy Zelman for a candid discussion on the state of the market and what lies ahead.
Together, they examined how shifting interest rates are impacting commercial real estate valuations, financing, and transaction activity, …
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