Latest Interviews
Showing 391–405 of 1,563 transcripts.
Clear all filters- All-In Podcast1h 8m
E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood
Calacanis, Friedberg, Sacks, Brian Armstrong, Biden, Chamath Palihapitiya
Hosts Jason Calacanis, David Friedberg, Chamath Palihapitiya, Rain Man, and David Sacks convened to discuss the geopolitical implications of the Wuhan lab leak theory and the strategic necessity of decoupling US pharmaceutical manufacturing from China. The group analyzed the fragmentation of the global internet, the erosion of traditional media through direct-to-consumer models, and the emergence of biotech breakthroughs like KRAS-targeting therapies and CAR-T treatments. Concurrently, the episode outlined a shifting fiscal landscape marked by rising national debt, aggressive tax reforms, and the consolidation of media assets by Big Tech as traditional telcos retreat to infrastructure roles.
- Milken Institute1h 2m
The Future of Everything: How Technology is Changing the World
Staci Warden, Michael Milken, Rajeev Misra, Drhuv Saxena, Yakir Gola
Hosted by Stacey Worden, this session features Milken Institute Chairman Mike Milken alongside SoftBank CEO Rajiv Misra and CEOs Drew Saxena and Yakir Gola to analyze how the pandemic accelerated global technological transformation in supply chains, healthcare, and finance. The discussion details significant operational shifts, such as ShipBob's infrastructure for small e-commerce businesses and GoPuff's micro-fulfillment network, while highlighting how reduced costs of capital and AI integration are lowering barriers for new market entrants. Panelists conclude that digital adoption and remote work trends are permanent, creating enduring value in life sciences and human capital despite emerging supply chain congestion.
- All-In Podcast1h 23m
E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
Elon, Chamath, Calacanis, Friedberg, Jason, Stanley Druckenmiller, David Sacks
David Sacks detailed Elon Musk's culturally impactful *SNL* appearance and a viral monologue joke, while also criticizing CDC guidance on outdoor transmission and alleging political collusion with teachers' unions. Macroeconomic analysts Stanley Druckenmiller and Sacks condemned federal overstimulation and California's misallocated surpluses as drivers of inflation and labor shortages. The conversation further explored a potential "Netscape moment" for synthetic biology, highlighting breakthroughs in stem cell therapy and nitrogen-fixing microbes alongside critiques of traditional media's declining influence.
- All-In Podcast1h 22m
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
Caitlyn Jenner, David Sacks, David Friedberg
David Sacks and Chamath Palihapitiya critique pandemic-era policies for relying on excessive conservatism that hindered economic recovery and eroded public trust, while highlighting the critical link between obesity and mortality. The discussion further outlines a shifting political landscape driven by a bipartisan consensus on antitrust enforcement, predicting the breakup of major technology monopolies by 2030 to address threats to democracy. Concluding with observations on local governance, the hosts contrast the safety and reopening trends in Austin against San Francisco, citing the Caitlyn Jenner gubernatorial campaign as a focal point for redefining public safety priorities.
- Milken Institute1h 1m
Walking the Talk: Investing in the Future of Black Banks, Entrepreneurship, and Opportunity
Eugene Cornelius, Jr, Henry Childs II, Emanuel Friedman, Tracy Gray, Joseph Haskins, Jr., Aron Betru
This panel examines the systemic barriers preventing Black entrepreneurs from accessing capital and reveals that closing the racial wealth gap could unlock $1.6 trillion in US economic potential. Experts advocate for a strategic shift from traditional inclusion to innovation by leveraging $9 billion in government-funded preferred stock to mobilize $90 billion in community lending and aggregating pension capital for diverse asset managers. The discussion concludes with a call to build a self-sustaining minority economy driven by global export opportunities, artificial intelligence, and direct financing models rather than reliance on historically exclusionary systems.
- Milken Institute1h 0m
Finance as a Force for Good
Ben White, Kate Barton, Mark Machin, Jeffrey M. Solomon, Andrew Weinberg
Panelists discuss a widening divergence between ebullient financial markets and weak economic fundamentals, driven by $27 trillion in global fiscal stimulus that is largely diverting into asset reflation rather than immediate consumption. The discussion highlights how regulatory shifts toward revenue generation and carbon pricing, alongside the rise of family offices integrating sustainability values, aim to redirect capital toward real economy growth and climate innovation. Experts emphasize that future stability requires pivoting from financial engineering to investing in people and middle-market firms while consolidating fragmented ESG reporting to ensure long-term value creation.
- Milken Institute1h 2m
Bridge and Blend: The Role of DFIs in Scaling Sustainable Financing
Alison Harwood, Amit Bouri, Joan Larrea, Nancy Lee, Monish Mahurkar
With the annual financing gap for Sustainable Development Goals in emerging markets estimated at $2.5 trillion, development finance institutions face critical challenges in mobilizing the necessary private capital due to institutional constraints and a historical overconcentration in middle-income regions. To address this disparity, organizations like the International Finance Corporation are shifting strategies by targeting low-income countries with specialized "stretch funds" that absorb early-stage risks and harmonizing global impact metrics to streamline complex deals. Experts emphasize that achieving the 2030 deadlines requires immediate structural reform to transform concessional finance into scalable market infrastructure rather than relying solely on bespoke transactions.
- Milken Institute1h 0m
Beyond Financials: The Importance of ESG
Billy Nauman, Daniel Barclay, Pierre Breber, Lori Heinel, Lydie Hudson
Executives from Chevron, BMO Capital Markets, State Street, and Credit Suisse convened at the Milken Institute Global Conference to advocate for an "and" world where financial returns and ESG standards are mutually required. Participants argued that divestment is less effective than strategic engagement and incentive-based financing, with leaders like Pierre Breber defending high-return fossil fuel operations and Laurie Heinel emphasizing the materiality of ESG risks to long-term shareholder value. The panel concluded that despite global regulatory fragmentation and rating inconsistencies, the convergence of values and value is inevitable, positioning sustainable performance as a primary driver of capital allocation and cost of capital in a post-pandemic economy.
- Milken Institute58 min
Common Sense in Uncommon Times
Michael Milken, Afsaneh Beschloss, George G. Hicks, Jonathan Sokoloff, Neal Wilson
The Milken Institute Global Conference convened investors, policymakers, and corporate leaders to address the pandemic's economic disruption under the theme of "Common Sense for Uncommon Investors," emphasizing the integration of public health and social equity into financial strategy. Key figures including representatives from Leonard Green, Rock Creek, and Vardy Capital detailed adaptive measures such as liquidity tracking, shifts toward private distressed assets, and support for minority depository institutions to navigate volatile markets. The discussion concluded with projections of a K-shaped recovery, anticipated defaults in high-yield bonds, and a permanent acceleration in digital adoption and hybrid work models.
- Milken Institute1h 0m
Real Estate: In the Eye of the Storm
Carol Massar, Jonathan Goldstein, Richard Mack, David Warren, Xin Zhang
Industry leaders Jonathan Goldstein and David Warren, alongside regional experts, characterize the current real estate landscape as volatile with a projected recovery timeline extending to late 2022 or 2023. The panel identifies a sharp divergence across asset classes, noting residential and logistics sectors driven by supply shortages and e-commerce growth, while hospitality and retail face significant distress. To navigate this environment, participants highlight strategic opportunities in distressed commercial MBS, adaptive reuse of malls, and secondary city investments, while forecasting a permanent shift toward hybrid work models and emphasizing the urgent need for diversity reforms within the sector.
- Milken Institute1h 1m
Retirement Security: The COVID-19 Wake-Up Call
Rick Newman, Roger W. Ferguson, Jr., Penny Pennington
A comprehensive analysis reveals that pre-pandemic retirement insecurity was exacerbated by a $4 to $7 trillion savings shortfall and the COVID-19 crisis, which forced 11 million fewer Americans into employment and drained the nest eggs of 20% of workers. The crisis has exposed profound racial and gender disparities in wealth accumulation, prompting calls for legislative solutions such as the SECURE Act and Multiple Employer Plans to reduce administrative burdens for small businesses while addressing the projected 2033 depletion of the Social Security Trust Fund. Expert recommendations emphasize a shift toward guaranteed income streams through annuities and the adoption of automatic enrollment mechanisms to counteract longevity risks and behavioral market mistakes that threaten future financial stability.
- Milken Institute1h 3m
Credit Opportunities: Managing Shifting Tides
Kevin Duignan, Michael Buchanan, Mathieu Chabran, Anne Walsh, Don Young
This expert panel analyzes the rapid credit market recovery driven by aggressive Federal Reserve intervention and the CARES Act, which enabled high-quality issuers to access capital despite a sharp initial bear market. Speakers highlight a growing divergence where private credit and structured products like CLOs offer tailored solutions for mid-market borrowers while sectors like transportation face severe liquidity stress and a rising risk of "zombie" company defaults. Looking forward, the discussion predicts continued market support through the election cycle and vaccine rollout, though participants warn that prolonged monetary expansion may eventually lead to inflationary pressures and a necessary correction of over-leveraged entities.
- Milken Institute59 min
Leadership and Corporate Culture
David Faber, Ajay Banga, Kevin Johnson, Judith McKenna
Executives Kevin Johnson, Judith McKenna, and Ajay Banga collectively rejected the profit-only paradigm in favor of stakeholder capitalism, establishing new governance models that tie executive compensation to diversity goals and environmental outcomes. The trio outlined concrete strategies where Starbucks links succession planning to inclusion metrics, Walmart shifts to a regenerative business model, and Mastercard accelerates financial inclusion targets to reach one billion people by 2025. By prioritizing a "Decency Quotient" and implementing agile, localized decision-making during the pandemic, these leaders demonstrated that ethical operational shifts drive long-term trust while filling critical gaps left by government inaction.
- Milken Institute1h 1m
Transforming Finance: Tech Is Everywhere
Matthew Brown, Mohit Joshi, Melissa Koide, Eli Rosner, Munish Varma, Matt Brown
A recent industry summit detailed how the pandemic accelerated digital transformation in financial services, forcing banks to rapidly adapt to unprecedented volume spikes while leveraging cloud infrastructure and remote work to maintain operational resilience. Panelists from firms like Finastra and Infosys highlighted critical shifts toward financial inclusion through automated solutions for the underbanked, alongside emerging "Bank-as-a-Service" models that convert legacy costs into revenue streams. Despite these technological strides, the event emphasized urgent risks regarding algorithmic bias and data privacy, urging diverse leadership teams to integrate ethical considerations into AI development to ensure equitable access to credit and services.
- Milken Institute1h 11m
A Conversation with Central Bank of Brazil Governor Roberto Campos Neto
Roberto Campos Neto, Komal Sri-Kumar, Oscar Fahlgren, Raymond Sagayam, Bart Turtelboom, Lilian Zhou
Brazilian Governor Roberto Campos Neto outlined a strategy prioritizing private sector-led recovery and fiscal discipline over further stimulus, citing a robust credit boom and a liquid banking system as foundations for growth despite currency volatility. This stance was reinforced in a broader panel discussion where experts highlighted Brazil's relative stability against global peers, contrasting its emerging market resilience with China's consumption-driven recovery and structural shifts in hard currency debt. Collectively, the session emphasized that sustainable investment in these regions now relies on navigating fiscal fragility, leveraging imperfect information, and aligning capital allocation with long-term ESG and infrastructure priorities.