Latest Interviews
Showing 16–27 of 27 transcripts.
Clear all filters- All-In Podcast1h 25m
E97: SPAC updates, public/private market overview, Putin's end game & more
Putin, Chamath, Calacanis, Friedberg, Jake, Nick, David, Jason, Sacks
Chamath Palihapitiya announced the liquidation of his IPOD and IPOF SPACs to return capital to investors, citing an unsustainable market environment where valuation gaps and volatility have frozen exits for late-stage private companies. He forecast a catastrophic "washout" for the broader SPAC sector while criticizing systemic failures in venture capital diligence and ESG frameworks that obscure financial reality. The discussion further addressed looming geopolitical risks, including escalation in Ukraine and protests in Iran, arguing that institutional decay and demographic shifts are driving instability that requires a nuanced diplomatic approach rather than intervention.
- All-In Podcast1h 24m
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
Chamath, Calacanis, Friedberg, TheZachEffect, Biden
Former Twitter security head Peter Zatko has submitted whistleblower allegations to federal authorities claiming executives concealed security vulnerabilities and bot counts, a revelation that may substantiate Elon Musk's legal challenges regarding the social media platform's acquisition. The discussion further contrasts these corporate security failures with President Biden's unilateral student loan forgiveness plan, which critics argue creates a fiscal imbalance while failing to address underlying tuition inflation. Finally, the analysis touches on recent midterm election trends and emerging microbiome research suggesting that artificial sweeteners may harm glycemic control and gut health.
- Milken Institute1h 1m
From Aid to Investment: New Models in Development Finance
Glenn Yago, Richard Blum, Michael Kashani, Jonathan Medved, Stephanie von Friedeburg, Aubrey Ruby, Chukwu The Ugu, Elizabeth Hausler, Henry Lee
The Global Conference convened to address the $5 trillion to $7 trillion annual investment gap required to achieve the UN Sustainable Development Goals by shifting from traditional humanitarian aid to sustainable financing models that attract private capital. Key outcomes included the launch of a $10 billion Asset Management Company, the democratization of venture capital through a platform enabling $10,000 minimum investments, and strategic policy shifts in Israel and Africa to establish new development finance institutions and regional digital infrastructure. By integrating advanced technologies like AI-driven healthcare and satellite census data with novel financial instruments such as green and gender bonds, the event established a framework for scaling impact investing while maintaining financial returns.
- Milken Institute53 min
Acid Rain to Asset Reign: The Business Case for Investing in Climate Change Technology
Spyros Kouvelis, Gísli Hauksson, Richard Mattison, Sabrina McCormick, Alisa Swidler, Peter, Abid Kamali, Hannah
A panel of experts and investors addressed the critical "valley of death" between climate policy and implementation by highlighting the shift of global investment gravity toward China and showcasing deep drilling technologies that could make geothermal energy viable worldwide. Case studies of the Lake Chad humanitarian crisis and the Belo Monte Dam illustrated the urgent need to link ocean conservation and robust ESG data to prevent massive financial and social losses. The session concluded with strategic recommendations for integrating these factors into fiduciary duties, utilizing the upcoming EU green taxonomy to de-risk private capital and align short-term market actions with long-term sustainable development goals.
- Milken Institute1h 0m
Healthy Living Equals Healthy Aging: How Where We Live, Work and Play Can Impact Our Longevity
Anand Parekh, Catherine Anderson, Frank Diana, Omar Nagji, Allison Silberberg, Pattie Dale Tye
Industry leaders from Humana, Lyft, UnitedHealthcare, and the City of Alexandria convened to address the critical intersection of aging demographics and healthcare access, highlighting how transportation barriers and social isolation drive significant health disparities. The panel detailed strategic partnerships that integrate non-clinical services like housing stability and food security into core care models, demonstrating measurable successes in reducing missed medical appointments and improving community health metrics. By advocating for regulatory agility and cross-sector data integration, these stakeholders outlined a roadmap for shifting from reactive treatment to preventative, community-centric solutions that support healthy life extension.
- Milken Institute1h 2m
Global Cities Roundtable: Economic Dynamics from China to California
Henny Sender, Kevin Klowden, Perry Wong
A panel discussion analyzes urbanization as a critical economic strategy for China, contrasting its infrastructure-led growth model with the bureaucratic and political obstacles hindering modernization in the U.S. and India. The conversation highlights divergent regional trajectories, noting how cities like Guiyang and Shenzhen have successfully reinvented themselves through strategic investment and entrepreneurial flexibility while others face stagnation from structural rigidity or talent outflows. Ultimately, the analysis emphasizes that long-term viability depends on a city's capacity to continuously adapt its industrial base and governance to evolving technological and global market demands.
- Milken Institute57 min
Institutional Investing: The Model for the Future
Nobel Gulati, Mark Konyn, Hugh O'Reilly, Piau-Voon Wang, Bryan Yeo
Industry leaders from GIC, AIA, OP Trust, and NOAA Holdings convened to address structural challenges such as low returns and data overload, proposing that strategic asset allocation and liability-driven approaches yield superior outcomes over traditional manager selection. The panel highlighted a significant shift toward insourcing capabilities, technological integration via satellite and AI, and workforce diversification to maintain agility amidst an expected market consolidation by 2037. Ultimately, participants forecast a future where homegrown Asian institutions leverage retail savings and alternative data to drive performance while ESG integration becomes a non-negotiable standard for long-term sustainability.
- Milken Institute54 min
The First 100 Days—and the Next 1,000
Carol Lee, Paul Atkins, William Bennett, Richard Haass, Chris Liddell, Andrew Liveris, Bill Bennett
The Office of American Innovation has engaged over 200 business leaders to advance a growth agenda focused on deregulation, legislative reforms like the Financial Choice Act, and workforce modernization to address manufacturing and STEM skills gaps. Concurrently, the administration is restructuring foreign policy by shifting toward fair trade negotiations and withdrawing from the Trans-Pacific Partnership while utilizing executive orders to lower regulatory costs for the automotive and banking sectors. Although fiscal concerns persist regarding deficits and political challenges remain from both congressional factions, the strategy emphasizes a transition from consultation to active policy implementation intended to secure a permanent voice for job creators.
- Milken Institute58 min
How Technology Trends Will Impact Your Portfolio
Scarlet Fu, Nathaniel Barker, Christopher Bartel, Bill Brady, Alex Griffiths, Stephanie von Friedeburg
Experts forecast that the automotive industry will undergo a decade of radical transformation driven by electric vehicles and autonomous technology, creating a market where Tesla's valuation rivals legacy manufacturers while investors increasingly favor supply chain components over traditional automakers facing distress. Parallel disruptions in fintech, retail, and education are reshaping global commerce through mobile banking adoption, direct-to-consumer models, and AI-driven personalized learning, though these sectors face significant hurdles regarding regulatory oversight and valuation risks. By 2035, despite a surge in EV adoption, internal combustion engines will remain dominant in the global vehicle fleet, cementing a transition period defined by infrastructure gaps and the strategic shift from ownership to utility-based services.
- Milken Institute1h 3m
The Puzzle of Personnel: Recruiting and Retaining Talent
Rich Colgard, Greg Capelli, Wei-Li Chong, Kay Foster Cheek, Paul McKinnon, Larry Kaiser
Industry leaders and researchers address a critical U.S. workforce disconnect where four million unfilled jobs coexist with thirty million unemployed individuals due to credentialism barriers and outdated training pipelines. Organizations such as Apollo Education Group and Onyx Pharmaceuticals are implementing simulation-based matching, decision science, and non-traditional benefits to assess innate capability and align talent strategies with business outcomes. These strategic shifts aim to resolve demographic mismatches, reduce high turnover rates, and replace traditional credentialism with data-driven methods that prioritize skill verification over formal degrees.
- Milken Institute1h 15m
Impact Investing in Israel Roundtable
Lorin Fife, Alan Hoffmann, Carl Kaplan, Yaron Neudorfer, Izzy Tapoohi, Davida Lachman-Messer, Shari Birenbach
This panel featured industry leaders including Didi Lachman, Lorraine Alexander, and Alan Hoffman, who advocated for impact investing as a necessary vehicle to scale social funding in Israel by leveraging the 95% of foundation assets not required for annual grants. Key speakers presented diverse financial instruments ranging from social impact bonds and social venture funds to earmarked Israel Bonds, projecting that these mechanisms could generate the required 7% returns while addressing inequalities among underserved populations. The discussion concluded with a roadmap for establishing a social investment bank and standardizing impact measurements to overcome institutional conservatism and mobilize public-private partnerships.
- Milken Institute55 min
The Awesome Responsibility of Leadership: A Conversation with Harry Reid and Eric Cantor
Harry Reid, Eric Cantor, Michael Milken
Senators Harry Reid and Eric Cantor discussed urgent challenges to federal biomedical funding, public health, and education while outlining a bipartisan strategy for comprehensive immigration reform ahead of the July 4th recess. Reid emphasized the severe impact of sequestration on research institutions and nutrition programs, whereas Cantor advocated for technology-driven wellness initiatives and proposed an "ag worker" immigration measure alongside STEM visa retention. The leaders concluded by pledging continued collaboration through a joint trip to the NIH, future joint fundraising in their home states, and the pursuit of an immigration bill that offers a pathway to citizenship while maintaining the rule of law.