Latest Interviews
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Clear all filters- Milken Institute56 min
Capital Markets in a Time of Global Disruption
Michael Milken, Scott Minerd, Steven Tananbaum, Lara Warner
The event analyzes the historical divergence where equity markets currently lead debt markets, creating valuation gaps that allow for distinct investment opportunities in legacy RMBS, distressed infrastructure bonds, and private-public arbitrage. Participants highlight the Federal Reserve's proactive intervention and government-private partnerships as critical factors accelerating recovery, contrasting this rapid response with the reactive measures seen in 2008. Strategic recommendations include advising over-levered firms on debt-for-equity swaps, restructuring high-yield portfolios with superior covenants, and leveraging tax-exempt municipal assets to meet actuarial pressures in a low-rate environment.
- All-In Podcast1h 19m
E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
David Sacks, David Friedberg, Jason, Zuckerberg, Peter Thiel, John Bolton, Trump, Biden, Chamath Palihapitiya
Chamath Palihapitiya, David Sachs, and David Friedberg analyze divergent pandemic safety strategies and the politicization of mask mandates while debating the efficacy of surveillance technology and the necessity of lockdowns. The group further critiques law enforcement militarization, the dynamics of cancel culture, and the free speech challenges posed by Big Tech's content moderation policies. Finally, they offer conflicting projections on the 2020 presidential election, weighing the impact of pandemic management, economic recovery, and potential vice-presidential selections on the likelihood of a Trump or Biden victory.
- Milken Institute57 min
Addressing Mental Health Challenges and Access During COVID-19 - Conference Call Series
Melissa Stevens, Jerome Bettis, Dr. Joshua Gordon, Nancy Lublin
Amid a pandemic that has exacerbated pre-existing mental health crises and disproportionately affected women, people of color, and economically vulnerable populations, experts like Dr. Joshua Gordon and Nancy Lublin highlight the "three-headed monster" of virus, quarantine, and economic collapse driving rising anxiety, isolation, and domestic violence rates. To address these surging needs, digital platforms like Crisis Text Line are scaling remote support models while initiatives such as "Embrace Pittsburgh" attempt to bridge the technology gap for underserved students and families. The collective response emphasizes a shift toward accessible, data-driven interventions that combine community mobilization with systemic changes in healthcare delivery to prevent acute reactions from becoming chronic long-term conditions.
- Milken Institute1h 6m
Feeding the Nation During COVID 19: Food, Hope, and Recovery - Conference Call Series
Ryan Shadrick Wilson, José Andrés, Claire Babineaux-Fontenot, Michael Milken
Amid a projected surge in American food insecurity driven by the economic impacts of COVID-19, World Central Kitchen and industry leaders have mobilized a network of 500+ restaurants to distribute 250,000 daily meals while addressing the systemic waste of 72 billion pounds of edible food. Panelists including Jose Andrés and Claire advocate for a permanent "FEMA of Food" and immediate infrastructure investments to redirect fresh produce to vulnerable populations with pre-existing health conditions. The consensus among these stakeholders is that the crisis requires transitioning from short-term relief to structural reform that expands SNAP eligibility, utilizes technology for last-mile logistics, and treats food security as a critical national security issue.
- Milken Institute59 min
Retirement Security in the Wake of COVID-19 - Conference Call Series
Paul Irving, Marcie Frost, Michael Milken, Penny Pennington, Michelle Seitz
The Milken Institute convened financial leaders to analyze the dual threats of the pandemic and a projected $150 billion rise in the U.S. retirement savings deficit. Experts from Edward Jones, CalPERS, and Russell Investments highlighted the critical need to shift from generic index targets to personalized strategies that address longevity risk and the aging demographic's healthcare costs. Participants agreed that mitigating the crisis requires structural adjustments to retirement age, diversified Social Security portfolios, and the widespread adoption of automated savings mechanisms for gig workers.
- Milken Institute46 min
China Opportunities: Insights from Business Leaders - Conference Call Series
Petra Freddi, Donald Lacey, Kai-Fu Lee, Cindy Mi, Don Lacey
The Milken Institute Asia Center hosted the seventh episode of "The World Post-COVID-19" series, moderated by Don Lacey and featuring Kai-Fu Lee and Cindy Mee to analyze the digital transformation in China's education and healthcare sectors. The discussion highlighted how pandemic-driven data surges have accelerated AI adoption, enabling rural learning via virtual tutors and healthcare leapfrogging through diagnostic tools, while noting a strategic investment shift from user-growth models to profitable AI integration in traditional industries. Furthermore, the panelists addressed geopolitical implications, observing that despite intensified US-China competition, China maintains AI self-sufficiency and is prioritizing global expansion in developing markets while advocating for technological over legislative solutions to digital risks.
- Milken Institute1h 5m
How COVID-19 is Shaping the Future of Retail Banking - Conference Call Series
Michael Piwowar, Mary Mack, Daniel Sheehan, Chris Zingo, Mike Pivovar
Milken Institute experts and leaders from Wells Fargo, Professional Bank, and Finastra outlined a collaborative strategy to accelerate economic recovery through specific policy proposals and rapid operational pivots during the pandemic. These financial institutions successfully mobilized massive remote workforces, processed billions in Paycheck Protection Program loans, and deployed proprietary digital tools to sustain small business liquidity while ensuring cybersecurity. The panel concluded that the banking sector's future will rely on a hybrid model balancing digital efficiency with physical branch capabilities to maintain economic resilience.
- Goldman Sachs1h 1m
Phasing in the Reopening of the Economy
Sharmin Mossavar-Rahmani, Dr. Luciana Borio, Dr. Florian Krammer, Sharmeen Mosavaramani
As of April 2020, global infections surpassed 3.2 million with 61,600 U.S. fatalities, prompting a complex transition toward economic reopening despite many states failing to meet sustained case reduction criteria. Therapeutic advancements, notably the NIH's findings on baricitinib, offer potential mortality reductions while experimental monoclonal antibodies and multiple vaccine platforms aim for deployment by mid-year to address the pathogen's persistence. Public health officials warn that premature relaxation of restrictions risks autumnal resurgence, necessitating robust testing expansion and contact tracing to manage recurring waves until herd immunity is achieved.
- Milken Institute1h 5m
Leadership in the New Normal: Business Leaders Respond to COVID-19 - Conference Call Series
Kevin Klowden, Jane Fraser, Barbara Humpton, Michael Milken, Mike Milken
At the Milken Institute session "Leadership in the New Normal," moderated by Kevin Clowden, panelists Jane Frazier of Citigroup, Barbara Humpton of Siemens USA, and Mike Milken analyzed the immediate business responses to the COVID-19 pandemic. Frazier detailed Citigroup's rapid shift to digital banking to support millions while maintaining access for vulnerable populations, whereas Humpton described Siemens' pivot to manufacturing critical medical supplies and establishing a "strategic digital twin reserve" for future crisis resilience. Milken provided a broader economic context, highlighting record-breaking vaccine development timelines and the necessity of public-private partnerships to address systemic inequalities and restore interdependent global supply chains.
- Goldman Sachs57 min
The State of the Real Estate Market
Sharmin Mossavar-Rahmani, Alan Kava, Roy March, Ralph Rosenberg, Sharmeen Mosavaramani
On April 24, 2020, Goldman Sachs, KKR, and Eastdale executives analyzed a global real estate market defined by record cap rate spreads, an 80% drop in private transaction volumes, and divergent sector performance driven by the COVID-19 pandemic. While hospitality and retail faced existential threats from plummeting occupancy and accelerating structural decline, industrial and life science sectors demonstrated resilience through e-commerce growth and near-perfect rent collections. Industry leaders anticipate a prolonged recovery period where well-capitalized banks may stabilize the market, yet a sharp bifurcation remains between distressed "have-to" sellers and liquidity-rich investors poised to acquire depressed assets.
- Goldman Sachs1h 2m
An Update on Therapies and Vaccines
Sharmin Mossavar-Rahmani, Dr. Richard Hatchett, Esther Krofah, Dr. Paul Stoffels
On April 14, 2020, Goldman Sachs CIO Wealth Management hosted Sharmin Mosavar-Rahmani for the eighth iteration of a COVID-19 series discussing the epidemiological landscape of nearly 2 million infections and 110,000 fatalities. Experts outlined a pipeline where effective therapies are expected within four to six months while vaccines leveraging platforms from CEPI and Johnson & Johnson may require 12 to 18 months, with potential emergency use by the first quarter of 2021. The call further detailed critical challenges regarding antibody test accuracy, the certainty of a second wave, and the necessity for aggressive surveillance and testing infrastructure to facilitate any safe economic reopening.
- Jane Street1h 5m
Raph Levien: A Taste of GPU Compute
The presentation details how modern GPU architectures prioritize throughput over single-thread latency to overcome the plateau of CPU scaling, leveraging parallelism to achieve tenfold improvements in performance per dollar and watt. It outlines a functional programming model for GPU compute that employs hybrid tiling and bitmasking strategies to minimize branch divergence and maximize read efficiency in rendering workloads. Finally, the event analyzes the industry's shift from proprietary CUDA ecosystems toward standardized open APIs like Vulkan and WebGPU, which facilitate portable, high-performance computing through intermediate languages like SPIR-V and formal memory models.
- Goldman Sachs53 min
The CARES Act and its Impact on the US Economic Outlook
Sharmin Mossavar-Rahmani, Alec Phillips, Jan Hatzius, William G. Gale, Sharmeen Mosavar-Rahmani, Bill Gale
On March 31, 2020, Goldman Sachs hosted a client call featuring Chief Economist Jan Hatzius and external fiscal experts to analyze the CARES Act and downgrade the 2020 U.S. economic outlook to a record contraction. The discussion detailed the legislation's targeted relief components, including expanded unemployment benefits, direct stimulus checks, and $46 billion in aid for the airline industry, alongside projections that Q2 GDP will fall approximately 10% with net debt-to-GDP rising above 100%. Despite these severe short-term headwinds, experts concluded that low interest rates and the Federal Reserve's potential $4.5 trillion lending capacity would likely prevent a sovereign debt crisis.
- Goldman Sachs58 min
An Update on the Economic and Public Health Implications of Coronavirus for Europe
Sharmin Mossavar-Rahmani, Dr. David Heymann, Sven Jari Stehn, Silvia Ardagna, Peter Oppenheimer, Sharmeen Mosavar-Rahmani
Hosted by Goldman Sachs on March 26, 2020, a panel of infectious disease experts and economists analyzed the severe impact of the coronavirus on Europe, highlighting Italy's high mortality due to demographic factors and early hospital overload while noting a potential 9% GDP contraction in the Euro area by year-end. In response to the crisis, European central banks and governments deployed unprecedented monetary and fiscal measures, including unlimited asset purchases and corporate loan guarantees, though fragmentation within the Eurozone contrasted with more coordinated US actions. Despite the deepening economic downturn, equity strategists noted that market valuations have reached historic lows, projecting a high probability of double-digit returns over the subsequent 24 months as earnings decline stabilizes.
- Goldman Sachs1h 22m
A Coronavirus Update with Leading Health Experts and Business Leaders
Sharmin Mossavar-Rahmani, Dr. Thomas Schinecker, Steve Rusckowski, Dr. Leonard Schleifer, Stéphane Bancel, Pablo Tebas, Peter Slavin, Dr. Barry Bloom, Sharmeen Mosavar-Rahmani
Hosted by Goldman Sachs on March 20, 2020, industry leaders including Regeneron's Dr. Leonard Schleifer, Moderna's Stefan Bancel, and Quest Diagnostics executives detailed rapid advancements in diagnostic scaling, therapeutic trials, and vaccine development. The panel highlighted that while testing capacity is projected to meet demand within weeks, critical bottlenecks in PPE and supply chains persist, prompting urgent calls for Defense Production Act mobilization to protect healthcare workers. Simultaneously, experts outlined aggressive timelines for Moderna's mRNA vaccine reaching healthcare workers by late 2020 and emphasized that sustainable economic recovery relies on serologic testing and strict social distancing to prevent a predicted second wave.