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  1. Milken Institute39 min

    Game Changers: Innovation and Evolution in Sports | Milken Institute Global Conference 2024

    Heather Brooks Karatz, Michele Kang, Marc Lasry, Candace Parker, Ryan Spoon, Masai Ujiri

    Candice Parker, Michelle Kwan, and Masai Ujiri joined Mark Lautner and Ryan Smith to analyze the shifting sports investment landscape, highlighting Parker's transition into ownership and Kwan's multi-club valuation strategy for women's leagues. The panel identified a critical capital shortage in team acquisitions while forecasting a 400% valuation surge in women's sports driven by undervaluation and a global demographic shift toward Africa. These speakers outlined a five to ten-year roadmap for capturing subsequent media deal cycles and expanding digital engagement, positioning ownership expertise as the essential differentiator for future market success.

  2. The Economist23 min

    The big gag: Hong Kong’s crackdown on freedom

    June Mendoza, Rosie Bloor, Emma Irving, Simon Rabinovich, Anne Rowe

    Following the 2020 national security law and subsequent Article 23 implementation, Hong Kong authorities have secured 14 convictions out of 17 defendants in the "Hong Kong 47" trial while arresting activists for social media posts, effectively aligning the territory's political freedoms with mainland China. Concurrently, the US startup ecosystem is experiencing a surge in business formation that has increased by approximately 80% since 2020, driven by a geographical shift toward smaller cities and a pivot toward AI-focused ventures despite tight interest rates. In the cultural sector, British artist June Mendoza died at age 99 after a career defined by painting over 400 likenesses of subjects ranging from royalty to strangers, often utilizing barter systems to exchange her art for goods.

  3. The Economist22 min

    I, Claudia: Mexico’s new leader

    Claudia, Jason Palmer, Rosie Bloor, Sarah Burke, Kinley Salmon, Erin Braun, Daniela Levine-Cava, Dr. Rick Spinrad

    Claudia Sheinbaum secured Mexico's presidency as the nation's first female leader, inheriting a legacy marked by Andrés Manuel López Obrador's polarizing reforms and a Morena coalition poised to gain a two-thirds majority in Congress. Concurrently, NOAA forecasts a hyperactive 2024 Atlantic hurricane season driven by record sea surface temperatures and a shifting El Niño pattern, creating severe risks for major landfalls and potential disruptions to the November U.S. election timeline. In media developments, Rosie Bloor joined The Economist Intelligence as a co-host, bringing decades of international correspondent experience to focus on human-centric storytelling amid these global events.

  4. a16z26 min

    7 Ways to Boost Retention (Both Pre- and Post-AI)

    Bryan Kim

    Experts identify seven distinct, cost-efficient retention methodologies that can elevate Day 30 retention rates from a standard 20% to an exceptional 35%. These mechanisms range from accelerating speed-to-value and implementing feature-gated onboarding to leveraging smart notifications, maintaining user streaks, and utilizing AI-driven personalization. By adopting strategies like designing reciprocity and granting status to power users, companies can transform user acquisition costs into sustainable growth while avoiding the "bird forest" pitfall of exhaustible demand.

  5. The Economist21 min

    Out on a ledger: Trump convicted

    Trump, Ora Okunbiyi, Jason Palmer, Sumi, Kenneth Werner, John McDermott

    Former President Donald Trump became the first U.S. ex-president criminally convicted on 34 felony counts, a verdict he attributes to political retaliation while likely facing a suspended sentence and using the outcome to bolster his fundraising ahead of the November election. Simultaneously, South Africa's African National Congress lost its parliamentary majority for the first time since 1994, forcing President Cyril Ramaphosa into difficult coalition negotiations between pragmatic centrist partners and populist allies. In personnel news, The Economist's Auret van der Merwe transitioned from on-air host to its Africa correspondent in Lagos to lead coverage of the continent's emerging business and cultural landscape.

  6. Milken Institute34 min

    Harnessing the Power of David Beckham’s Global Brand | Milken Institute Global Conference 2024

    David Beckham, Jamie Salter, Michael Milken

    Authentic Brands Group has solidified its status as a global leader in brand management by expanding its portfolio to include high-profile estates and the David Beckham partnership, while simultaneously driving a 25% revenue share from its new entertainment division, Studio 99. This strategic collaboration, finalized in 2022 after a decade of negotiations, leverages Beckham's 164 million social followers to accelerate content production and support Inter Miami CF's rise in Major League Soccer through the strategic acquisition of Lionel Messi. Looking ahead, the partnership aims to capitalize on the 2026 World Cup to establish soccer as the United States' premier sport, with ABG targeting substantial growth in its asset-light media model over the next five years.

  7. Y Combinator26 min

    Startup Experts Discuss Doing Things That Don't Scale

    Paul Graham

    Paul Graham's 2013 essay "Do Things That Don't Scale" challenges Silicon Valley orthodoxy by urging early-stage founders to manually solve immediate user problems before prioritizing technical infrastructure, a strategy exemplified by companies like Airbnb and DoorDash. This approach prioritizes rapid learning and product-market fit over theoretical scalability, allowing startups to validate demand through direct customer engagement while avoiding the pitfalls of building unwanted solutions. Although manual operations risk trapping founders in consultancy models, successfully transitioning to automation after securing initial traction provides a critical competitive advantage by ensuring software development addresses genuine market needs.

  8. The Economist28 min

    The Intelligence: Rishi Sunak’s report card

    Rishi Sunak, Jason Palmer, Ora Ogunbiyi, Matthew Holhouse, Ana Lankas, Katrin Braik

    Britain's July 4th general election concludes Rishi Sunak's technocratic yet polarizing tenure, pitting a disunited Conservative Party struggling with a twenty-point polling deficit against a disciplined Labour opposition amidst a global security landscape resembling the Cold War. Concurrently, Latin America faces a homicide crisis driven by shifting drug markets, prompting Ecuador to adopt El Salvador's "iron fist" military strategies despite expert warnings that the region's wealthy, diversified gangs differ fundamentally from the impoverished extortion networks previously targeted. In a third distinct domain, climate-induced ice melt is altering the Earth's rotation by redistributing mass toward the equator, a phenomenon that temporarily offsets core-driven acceleration and delays the technical need for a negative leap second in global timekeeping systems.

  9. Goldman Sachs27 min

    Can private equity bounce back?

    Alex Blostein, Allison Nathan, Mike Nickols, Gina Lytle

    Following a period of exceptional growth, the private equity industry is navigating a cyclical reversion marked by subdued returns and a record $2.5 trillion in dry powder, driven by a valuation gap between buyers and sellers and limited institutional capital availability. Goldman Sachs projects a shift toward multi-asset platforms and global expansion, with firms increasingly relying on private credit, secondary markets, and GP-led continuation funds to manufacture returns and provide liquidity in a higher-rate environment. This consolidation trend suggests that future market success will depend on diversification and operational value creation rather than financial leverage, as the sector matures and normalizes its growth trajectory.

  10. Goldman Sachs31 min

    Eli Lilly CEO Dave Ricks on revolutionizing healthcare and medicine

    Dave Ricks, John Waldron

    Eli Lilly CEO Dave Ricks outlines a strategic pivot from the current GLP-1 obesity drug boom to a 2030s focus on brain health and gene therapy, backed by a plan to double R&D spending to $11 billion annually. The company is accelerating development cycles by 50% through a global "follow the sun" manufacturing model and investing heavily in AI-driven discovery to overcome traditional productivity curves, while simultaneously scaling production capacity tenfold to meet demand. To secure future growth, Lilly is shifting toward talent-focused acquisitions and diversifying intellectual property protections against regulatory and political headwinds as it targets the treatment of neurodegenerative diseases and chronic conditions.

  11. Goldman Sachs28 min

    Is China’s rebound for real?

    Hui Shan, Kinger Lau, Alison Nathan, Kendra Lau

    Goldman Sachs attributes the recent 30% rally in Chinese offshore equities and 15% domestic gain to strong Q1 GDP growth, direct "national team" market intervention, and a strategic policy shift that has successfully priced out fears of a property crash. While investors remain cautious due to pending housing reforms and escalating US tariffs on green technology, analysts project a near-term 10% upside for the CSI 300 index driven by conservative valuations and anticipated earnings improvements in the internet and consumer sectors. The firm maintains a constructive outlook on A-shares over offshore markets, anticipating that domestic policy easing and governance reforms will outpace geopolitical headwinds in the coming months.

  12. Goldman Sachs22 min

    How AI, the energy transition, and the future of work are shaping impact investing

    Brian Singer, Greg Shell, Alison Nathan

    Goldman Sachs researchers Brian Singer and Greg Schell articulate a strategy for the $2 trillion sustainable investment market that rejects the premise of trading financial returns for societal impact. Their "concentric circles" approach targets private companies in healthcare, education, and financial inclusion, utilizing $50 million to $150 million buyout checks to drive decarbonization and social mobility. By evaluating success through dual financial and impact metrics, the firm positions impact investing as a commercial mechanism to unlock the estimated $7 trillion annual capital gap while delivering robust returns.

  13. Goldman Sachs37 min

    Jay Shetty on mindfulness in the workplace

    Jay Shetty, Jacqueline Arthur, Jack Arthur

    Jay Shetty transforms traditional mindfulness into a scalable business strategy by integrating neuroscience-backed practices into corporate culture, drawing on his own journey from multiple rejections by major firms to success at Accenture. He advocates for structural shifts such as shorter meeting blocks and specific sleep hygiene protocols to enhance decision-making speed and clarity, citing high-performance athletes and executives who credit mental training as a core success factor. By reframing goal-setting around internal growth rather than external outcomes, Shetty enables organizations to replace escape mechanisms with intentional elevation, turning mental health management into a driver of sustainable organizational thriving.

  14. Goldman Sachs38 min

    Harvard’s former president Drew Faust on making “necessary trouble”

    Drew Faust, Drew Gilpin Faust, David Solomon

    Former Harvard University President Drew Faust details her transformation from a girl raised in segregated Virginia to a civil rights activist and historian in her new memoir, *Necessary Trouble: Growing Up at Mid-Century*. The book chronicles her early resistance to gender norms, her pivotal travels to East Germany and the American South that solidified her commitment to racial equality, and her participation in major 1960s protests alongside figures like John Lewis. Faust concludes by contrasting her era's battles for personal freedom with modern higher education's challenges, which now require navigating deep ideological divides and global conflicts within diverse campus communities.

  15. Goldman Sachs22 min

    Is the UK economy finally turning the corner?

    Jari Stehn, Charlotte Keenan, Alison Nathan

    Goldman Sachs projects a 0.6% UK GDP growth for the year, driven by falling headline inflation and a likely Bank of England rate cut in June that diverges from US Federal Reserve timing. Despite this recovery trajectory, the economy faces structural headwinds including a 5% output gap from Brexit, tight labor supply caused by shifting immigration patterns, and significant financing hurdles for the 99% of private enterprises that are small businesses. While political consensus on fiscal consolidation remains strong across both major parties, persistent wage growth and educational mismatches continue to constrain productivity and investment within the SME sector.