Latest Interviews
Showing 106–120 of 1,573 transcripts.
Clear all filters- Bank of America22 min
Summit, yen-tervention, & US rates
Mark Cabana, Adarsh Sinha, Meghan Swiber
On May 15, global rates experienced bear steepening while equities and AI stocks reached new highs despite unresolved geopolitical tensions and a lack of new trade barriers following the U.S.-China summit. Market strategists forecast increased upside risk for U.S. rate hikes and maintain a tactical bullish view on the dollar, driven by unsustainable rate differentials and ongoing intervention pressures in Japan. Concurrently, expectations for new Federal Reserve Chair Warsh center on his potential to shorten the balance sheet's weighted average maturity and his anticipated dovish reaction to stagflation risks at the upcoming June FOMC meeting.
- Bank of America25 min
A changing Federal Reserve
Sphia Salim, Aditya Bhave, Mark Cabana, Alex Cohen, Kevin Warsh, Zviya Salim
Kevin Walsh's Senate confirmation hearing strategy prioritizes securing a mandate for steady rates by emphasizing AI-driven productivity gains and full employment while avoiding direct calls for rate cuts. Concurrently, market analysts anticipate a prolonged pause in monetary policy, with a baseline forecast of potential cuts in September and October contingent on softer labor data and fading tariff effects. Despite Walsh's intentions to unilaterally alter communication protocols and shorten the duration of the Fed's balance sheet, these structural shifts face significant hurdles in convincing FOMC colleagues or fundamentally altering the central bank's current trajectory toward a flat rate path.
- Bank of America22 min
K-shaped housing: regional and segment divergence emerges from inventory reset
TJ Thornton, Rafe Jadrusich, Robert Leonard
Rafe Jadrusich analyzes the divergent US housing market, where severe supply constraints in the Northeast drive high demand while oversupply in the Southeast and Texas erodes affordability and slows migration. This bifurcation extends to builders and the repair sector, as luxury and non-discretionary segments outperform entry-level markets and discretionary remodeling, driven by skilled labor shortages and shifting homeowner behaviors. Future sector outperformance depends on three key catalysts: the normalization of housing starts to reduce supply pressure, the stabilization of cost inflation, and robust job growth that sustains demand despite elevated mortgage rates.
- Y Combinator29 min
Zepto: How Two 17-Year-Olds Built India's Largest Seller Of Fruits and Vegetables
Aadit Palicha, Jared Friedman, Keval
Founded in 2020 by college dropouts Adit Ayyal and Keval Karia, Zepto revolutionized India's grocery sector by pivoting from a WhatsApp-based service to a proprietary 10-minute dark store delivery model. Operating as a massive logistics and supply chain network, the company now manages over 200,000 jobs and delivers tens of millions of monthly orders while leveraging AI to optimize forecasting and advertising revenue. With current expansion plans targeting India's top 50 cities, Zepto aims to replicate the scale of major global retailers like Walmart and cultivate a domestic consumer goods ecosystem.
- Milken Institute30 min
Backing What's Next: A Conversation with Serena Williams | Global Conference 2026
Serena Williams transitioned from angel investing to launching Starfire Ventures, a firm established to support underrepresented founders in sectors like financial services and technology. Under the leadership of General Partner Serena Williams and co-general partner Beth Farah, the firm differentiates itself by applying an "AI first" investment thesis while providing deep operational support to scale companies such as Isuzu. This strategic approach addresses the historical lack of capital allocation to women by combining institutional discipline with a mission to empower entrepreneurs serving "middle America."
- Goldman Sachs21 min
Has the AI rally gone too far?
Tony Pasquariello, Josh Schiffrin, Dominic Wilson, Tom
Market analysts Josh Shiffrin and Dominick Wilson assess a resilient global economy driven by record-high AI capital expenditure and robust US and Korean earnings, while identifying unresolved geopolitical tensions in Iran as the primary downside risk. Although speculative excesses have emerged in semiconductor sectors and credit markets remain tight, the consensus predicts the Federal Reserve will maintain a "watch and wait" stance with rate cuts unlikely until 2026 unless labor markets soften significantly. Consequently, investors are advised to hedge against energy supply shocks and position for a long-term dollarization trend as Asian markets outperform a lagging Europe.
- Goldman Sachs21 min
McLaren Racing's Lando Norris and Zak Brown: Building a High-Performance Team
Lando Norris, Zak Brown, Anthony Gutman
McLaren driver Lando Norris secured the 2025 Formula One World Drivers' Championship following a dramatic mid-season comeback, yet he recently missed a race start due to unprecedented power unit battery failures. As the team navigates 2026 regulatory changes that have widened the performance gap and altered vehicle dynamics, Norris and team principal Zak Brown are leveraging a collaborative "Papaya Rules" culture to translate driver feedback into rapid technical adaptations. This strategy aims to restore competitiveness against the "big four" constructors while ensuring the 900-person ecosystem maintains resilience against the complex, sophisticated nature of modern racing.
- a16z24 min
The Founders Who Left Tesla to Rebuild America | a16z
Erin Price-Wright, Turner Caldwell, Drew Baglino
Led by former Tesla executives Turner Caldwell and Drew Baglino, Mariana Minerals and Heron Power are building a vertically integrated domestic supply chain for critical minerals and solid-state power infrastructure to close a fifty-year capability gap with China. The companies deploy proprietary autonomous operating systems to accelerate refinery ramp-ups and modernize the grid, aiming to secure over 500 jobs while establishing a new industrial model that prioritizes physical assets over software algorithms. By co-locating manufacturing with energy generation and leveraging silicon carbide semiconductors, the initiative seeks to re-industrialize the U.S. economy through a "minerals mandate" that mobilizes private capital to rebuild the foundational infrastructure of AI dominance.
- Milken Institute34 min
Conversation with BlackRock CEO Larry Fink & Brookfield Corp CEO Bruce Flatt | Global Conference '26
Larry Fink, Bruce Flatt, Laurence D. Fink, Michael Milken
Bruce Flint of Brookfield and Larry Fink of BlackRock refuted private credit liquidity concerns while projecting a $10 trillion global infrastructure expansion driven by urgent shortages in power, compute, and defense-grade facilities. The executives detailed how hyperscalers are shifting from self-funding to external financing models, facilitating a massive capital transition where private credit and long-term asset managers fund AI data centers and autonomous security infrastructure. Furthermore, these leaders highlighted a structural evolution in retirement investing and asset consolidation, noting that consistent 12% annual returns and bespoke 50-year lock-up periods are essential to support this new "K-economy" where massive capital blocks outcompete traditional public equities.
- Milken Institute26 min
A Conversation with Venezuelan Democratic Leader Maria Corina Machado | Global Conference 2026
Maria Corina Machado, Fareed Zakaria
Nobel Peace Prize recipient María Corina Machado, having escaped Venezuela's repressive regime, advocates for a three-phase democratic transition that prioritizes electoral legitimacy, judicial restoration, and the privatization of the oil sector to address a $190 billion debt and 650% inflation. Her roadmap, supported by U.S. Secretary of State Marco Rubio, outlines a strategic framework involving debt restructuring with the IMF and the recruitment of the diaspora to rebuild infrastructure, while ensuring accountability for crimes against humanity through the International Criminal Court. Despite significant security challenges and international opposition from state actors like Russia and Cuba, Machado posits that the military's potential support and the nation's critical mineral reserves could facilitate a "nearshoring" economic boom and position Venezuela as a leader in artificial intelligence.
- Goldman Sachs25 min
Cracks in Private Credit
Howard Marks, Michael Arougheti, Amanda Lynam, Allison Nathan, Michael Arrighetti
After expanding to nearly $2 trillion in assets, the private credit market faces liquidity scrutiny driven by redemption requests against non-traded BDCs, though institutional capital remains insulated by lock-up structures. While exposure to software and AI sectors has raised concerns about potential defaults, experts like Howard Marks argue that senior lenders' first-lien positions and diversified portfolios remain resilient against systemic failure. Looking ahead, industry leaders predict a necessary credit cycle correction that will reallocate capital toward direct lending and opportunistic credit strategies, ultimately fostering a more circumspect investment environment.
- a16z29 min
Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
Andreessen Horowitz announced a record-breaking $15 billion fund while outlining a strategic mission to secure U.S. dominance in artificial intelligence against China's rapid technological convergence. The firm's leadership justified this geopolitical imperative by criticizing American media's risk-focused narrative and urging founders to prioritize national security over abstract ethical concerns. Internally, a centralized "benevolent dictatorship" model supports this aggressive expansion, aiming to reshape the venture capital landscape and accelerate the U.S. government's integration of technology into defense and manufacturing sectors.
Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber
Dara Khosrowshahi, Molly O'Shea, Barry Diller
Uber CEO Dara Khosrowshahi detailed a strategic pivot from deep losses to $10 billion in annual free cash flow, driven by a multi-service ecosystem that integrates Rides, Eats, and an expanded Travel suite. The platform recently launched new features including an Expedia hotel booking partnership, a "Shop For Me" procurement service, and AI-driven development tools designed to accelerate innovation while preparing for a future fleet of autonomous and air taxis. By aggregating third-party mobility providers and emphasizing cross-platform membership loyalty, Uber aims to outperform single-line competitors through increased user retention and global service accessibility.
- Milken Institute44 min
A Conversation with Tom Brady & Shaquille O'Neal | Global Conference 2026
Tom Brady, Shaquille O'Neal, Jim Gray, Michael Ferro, Jamie Salter, Mike Milken
Hosted by Jim Lampley to honor Mike Milken, a panel featuring Tom Brady and Shaquille O'Neal alongside business partners Jamie Salter and Michael Farrow explored the critical necessity of transitioning from sports to entrepreneurship. The athletes emphasized that enduring success requires obsessive preparation, resilience in the face of failure, and strategic partnerships that protect a legacy while addressing health and family values. Their dialogue extended to specific industry insights, including Brady's ownership strategies for the Las Vegas Raiders and O'Neal's championship predictions for the Spurs, all framed within the shared mission of the upcoming Hall of Excellence initiative.
- a16z29 min
The $100 Billion Promise: How NASA is Returning to The Moon | Jared Isaacman on The a16z Show
Jared Isaacman, Morgan Brennan
NASA Administrator Jared Isaacman has outlined an aggressive strategy to secure a permanent lunar base by the end of the current presidential term, aiming to compress launch cycles from years to months through budget reallocation and workforce restructuring. The plan prioritizes in-housing core competencies like Mission Control while leveraging commercial partners SpaceX and Blue Origin for iterative risk reduction ahead of 2028 crewed missions. This approach reframes lunar exploration as a national security imperative that serves as a critical proving ground for future nuclear-powered operations on Mars and Europa.