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Ep 44: Built for Turbulence: Finance Planning in Motion

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Manage episode 481786654 series 2952308
Content provided by Jack Sweeney and Brett Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Sweeney and Brett Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This Planning Aces episode explores how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO Tim Arndt explains why e‑commerce triples warehouse demand and how real‑estate strategies must adapt. Genworth CFO Jerome Upton shows how disciplined leverage and balanced product exposure turn rate uncertainty into opportunity while guarding against inflationary claim spikes. Flexport CFO Stuart Leung reveals the weekly two‑hour operating cadence and scenario drills that keep freight flows nimble amid strikes, conflicts, and policy swings. Co‑host Brett Knowles connects the dots, urging planners to pair AI “agents” with dynamic rhythms that detect risk sooner and react faster.

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 481786654 series 2952308
Content provided by Jack Sweeney and Brett Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jack Sweeney and Brett Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This Planning Aces episode explores how finance leaders navigate volatility without drifting into political cross‑currents like tariffs. Prologis CFO Tim Arndt explains why e‑commerce triples warehouse demand and how real‑estate strategies must adapt. Genworth CFO Jerome Upton shows how disciplined leverage and balanced product exposure turn rate uncertainty into opportunity while guarding against inflationary claim spikes. Flexport CFO Stuart Leung reveals the weekly two‑hour operating cadence and scenario drills that keep freight flows nimble amid strikes, conflicts, and policy swings. Co‑host Brett Knowles connects the dots, urging planners to pair AI “agents” with dynamic rhythms that detect risk sooner and react faster.

  continue reading

44 episodes

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