Latest Interviews
Showing 1–3 of 3 transcripts.
Clear all filters- Milken Institute41 min
Investing in Economic Mobility: Building a Path to Opportunity | Global Conference 2026
Michael Milken, Ted Cruz, Brad Gerstner, Kevin Hassett
The "Invest America Act" mandates the automatic creation of direct-ownership investment accounts for millions of children, a program championed by Senator Ted Cruz and economists like Kevin Hassett as a vehicle for "Opportunity Conservatism" rather than government redistribution. Supported by massive private philanthropy from figures such as the Dells and Ray Dalio, the initiative allows tax-free annual contributions up to $5,000 with projected account values reaching $700,000 by age 35. By targeting the bottom of the income distribution, the White House aims to cultivate a nationwide constituency of young investors while driving a political shift toward expanding personal capital ownership beyond current eligibility thresholds.
- All-In Podcast40 min
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Brad Gerstner, Gavin Baker, Kelly Rodriques, Chamath, Jason, Friedberg, Naval, Thomas Lafont, Keller
In Q1 2025, the private market established secondary trading as a primary exit mechanism for late-stage companies like Anduril and SpaceX, with employee transactions accounting for 31% of primary venture activity as shares shifted to a premium valuation. Institutional players such as Schwab and Vanguard are democratizing access through regulated interval funds, prompting a structural shift where venture capital firms actively manage capital recycling to return liquidity to limited partners. While panelists identify AI infrastructure and space logistics as key investment areas within a "parabolic" but fundamentally sound market, they also warn of emerging regulatory pressures and the risks of retail investors lacking the discipline to navigate cyclical drawdowns.
How The Rarest Company On Earth Raised $75M from Altimeter
John Maslin, Brad Gerstner, Erik Kriessmann, Rajeev Misra, Molly O'Shea
Vulcan Elements has secured a $65 million Series A round to accelerate its mission of decoupling U.S. rare earth magnet supply chains from China by developing sovereign refining and manufacturing capabilities. The company, led by CEO John Maslin and supported by an advisory board including former Deputy National Security Advisor Nadia Shadlow, is already operating at over 95% capacity while fulfilling Defense Department contracts for critical military and emerging physical AI technologies. With new funding, Vulcan plans to announce a second facility and triple its engineering workforce to meet a projected 10x surge in global demand by 2027 as mandated by recent federal legislation requiring verified domestic provenance for defense hardware.