Latest Interviews
Showing 691–705 of 1,991 transcripts.
Clear all filters- Milken Institute1h 1m
Financial Industry Leaders Revolutionizing America’s Retirement Landscape | Global Conference 2024
Jennifer Ablan, Thasunda Brown Duckett, John Carter, Will Fuller, Penny Pennington, Tashanda Braunducket
Marking the apex of the Baby Boomer retirement wave, a recent industry panel addressed a $4 trillion savings gap affecting 57 million Americans lacking employer-sponsored plans by proposing structural reforms like auto-enrollment mandates and Secure 3.0 legislation. Financial leaders from TIAA, Transamerica, Nationwide, and Edward Jones advocated for cross-industry partnerships to create guaranteed income solutions and expanded financial literacy programs specifically targeting the middle market and underserved demographics. These initiatives aim to mitigate the risk of an impending wealth transfer turning into a generational debt crisis while capitalizing on a 50,000-person advisor shortage through innovation in hybrid pension models and social impact investing.
- All-In Podcast1h 26m
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Friedberg, Jason Calacanis, Chamath Palihapitiya, David Sacks
The event analyzed conflicting economic signals where June's 3.0% CPI print and 4.1% unemployment rate have shifted market expectations toward an 89% probability of a Federal Reserve rate cut by September. Panelists debated the sustainability of the AI sector, with Goldman Sachs and Sequia Capital projecting massive capital expenditure gaps against limited near-term productivity gains, while also examining rising geopolitical instability in France and accelerating concerns regarding President Biden's cognitive fitness that may force a Democratic succession. Additionally, the discussion highlighted personal developments including Jason Calacanis's appointment to Fox News and the "All-In" podcast's market dominance ahead of the September summit in Los Angeles.
- Milken Institute1h 1m
Credit Markets Forging Ahead | Milken Institute Global Conference 2024
Will Caiger-Smith, Ashley Baum, Michael Buchanan, Lee Kruter, Michael Patterson
A panel of investors analyzed the post-tightening fixed income landscape, highlighting how rising Treasury yields severely impacted duration-sensitive assets while high-yield and bank loan sectors demonstrated resilience through credit risk isolation. The Texas Teachers Retirement System outlined its opportunistic credit strategy, deploying $7.5 billion into asset-based financing and real estate loans while navigating a market where private credit's dominance is receding amid a sharp rebound in syndicated loan issuance. Furthermore, the discussion addressed the evolution of distress dynamics, noting that while modern covenants masked default rates, a wave of coercive liability management exercises and covenant erosion now signals an impending cycle of stricter documentation and reduced recovery rates.
- Milken Institute59 min
The Future of Corporate Governance | Milken Institute Global Conference 2024
Andy Serwer, Betsy Atkins, Jarvis V. Hollingsworth, Dambisa Moyo, Ronald Sugar, Mark A. Weinberger
Prominent governance leaders including Betsy Atkins, Ron Sugar, and Mark Weinberger address the imperative for boards to navigate rapid generative AI adoption and geopolitical fissures by embracing ambiguity and shifting from short-term survival to long-term value creation. The discussion highlights critical board evolution strategies, such as confidential peer assessments, the integration of digital upskilling roles, and the necessity of balancing stakeholder interests with rigorous capital allocation across diverse sectors from tech to sovereign wealth funds. By contrasting the governance models of public companies, state institutions like the Texas Teachers Retirement System, and global entities like Saudi Aramco, the speakers conclude that effective oversight requires a tailored approach that aligns board composition and risk tolerance with specific CEO archetypes and industry-specific assets.
- All-In Podcast1h 14m
Jonathan Haidt: How to Help the Anxious Generation | The All-In Interview
Jonathan Haidt, Jason, Friedberg, Chamath
In a new interview format, Jonathan Haidt joins All-In hosts to diagnose how rapid technological shifts have rewired human behavior and destabilized liberal democracy by prioritizing algorithmic dopamine over biological evolution. He identifies the 2010–2015 era as a critical "great rewiring" where smartphones and social media replaced face-to-face socialization, creating a generation of anxious youth ill-equipped for adult resilience and prone to polarization. To reverse these trends, Haidt proposes four collective norms: banning smartphones before high school, delaying social media access until age 16, enforcing phone-free schools, and restoring independent free play to rebuild anti-fragility.
- Milken Institute1h 1m
Moving Beyond Financials: Mega-Trends Shaping Business and Finance | Global Conference 2024
Hiromichi Mizuno, Raphael Arndt, Jonathan Goldstein, Saira Malik, Andy Sieg, Hiro Mizuno
Projected $80 trillion in wealth transfers from Baby Boomers to younger generations are colliding with rising geopolitical fragmentation and divergent investment values, compelling a fundamental restructuring of portfolio management. In response to these pressures, financial institutions are adapting by integrating ESG factors as material risk metrics, shifting toward alternative assets, and redefining fiduciary duty to account for societal stability and climate impact. Despite these structural changes, significant challenges remain regarding financial literacy gaps, the need for diverse hiring practices, and the inability of current markets to fully price in long-term systemic risks.
- Sequoia Capital1h 0m
Microsoft CTO Kevin Scott on How Far Scaling Laws Will Extend | Training Data
Kevin Scott, Pat Grady, Bill Coughran
Microsoft CTO Kevin Scott outlined the company's strategic pivot to a comprehensive AI ecosystem driven by the belief that scaling data and compute will continue to yield exponential capability improvements despite market saturation. Through key partnerships like the one with OpenAI and a focus on hardware efficiency, the organization aims to transition from training-heavy infrastructure to cost-effective inference that augments human cognition across healthcare, education, and scientific research. Scott emphasized that while full autonomy remains a challenge, flexible architectural design and new economic models for data will enable widespread deployment to solve complex societal problems without forcing developers into proprietary traps.
- Milken Institute1h 1m
Credit Outlook | Milken Institute Global Conference 2024
Michael Milken, James Keenan, Victor Khosla, Marc Lipschultz, Purnima Puri
Leading institutional investors from BlackRock, Blue Owl Capital, Strategic Value Partners, and J.P. Morgan Partners outlined a rigorous selection framework that targets only 2% to 5% of reviewed deals to navigate a "higher for longer" interest rate environment. Panelists emphasized that private credit offers superior covenant protection and recovery rates compared to public markets, positioning it as a permanent portfolio diversifier rather than a temporary boom as bank deleveraging drives capital toward asset managers. Looking ahead, industry leaders anticipate a multi-year opportunity in distressed debt and non-sponsor financing, where operational involvement and strict governance will define success amid projected $600 billion in annual maturities.
- Milken Institute1h 2m
Addressing Antisemitism and Religious Bias Based on Facts | Global Conference 2024
Richard Sandler, Van Jones, Daniel Lubetzky, Arielle Mokhtarzadeh, David Wolpe
Rabbi David Wolpe, Van Jones, Daniel Lesetsky, and Ariel Macarza Day convened to analyze the post-October 7 surge in antisemitism, framing it as an ideological war driven by foreign influence and Marxist binaries that threatens the historic Black-Jewish alliance. The panel detailed specific campus realities, including the physical barring of Jewish students and the strategic use of anonymity by masked protesters, while contrasting Jewish fears of genocide with Black anxieties about police brutality to explain the current fragmentation. To counter these threats, the experts proposed a strategic "Five H's" alliance between Black and Jewish communities, advocating for institutional partnerships between HBCUs and Hillels and a shift from defensive posturing to active legal enforcement against hate crimes.
- All-In Podcast1h 23m
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
Kamala, Jason, Friedberg, Chamath Palihapitiya
Following a contentious debate that triggered a surge in support for Kamala Harris, President Biden faces intense pressure regarding his cognitive fitness while the Supreme Court delivers landmark rulings on presidential immunity and the end of the *Chevron* doctrine. Legal experts and commentators warn that replacing Biden with an untested successor during heightened global conflicts with Russia could prove dangerous, even as the court's decisions in *Loper Bright* and *Trump v. United States* reshape the balance of power between the administrative state and the judiciary. Amidst these political and legal shifts, the upcoming All-In Summit aims to convene industry leaders to discuss the future of media, artificial intelligence, and the evolving landscape of American enterprise.
- Milken Institute59 min
The Promise and Pitfalls of Private Equity | Global Conference 2024
Mark Thierfelder, Joe Baratta, Anne-Marie Fink, Patrick Healy, Jonathan D. Sokoloff, Pete Stavros
In a session highlighting the private equity sector's adaptation to post-2022 market volatility, leaders from Blackstone, KKR, and Hellman & Friedman detailed their strategic pivots toward longer holding periods and operational value creation amid elevated credit costs. To address liquidity constraints and shifting investor expectations, these firms are increasingly utilizing continuation vehicles, expanding into retail capital channels, and reforming stakeholder models to unlock value from the 90% of companies that remain private. The panelists concluded that while public market exits remain constrained, structural advantages in governance and targeted infrastructure investments will drive future growth as the industry transitions from a traditional buy-sell model to a sustained ownership framework.
- The Economist50 min
1. 1968 - Born to be wild
John Priddow, Chuck Hagel, Thomas Vallely, Margot Alexander, Kit Back, Fry Gillyard, Bill Baxley, James Baker, Richard Smith, Roger Ebert
The podcast "Boom!" investigates how the 1940s birth cohort, possessing unique historical advantages from World War II and the Cold War, has maintained a disproportionate grip on US political power while navigating a trajectory from 1960s idealism to current polarization. Host John Piddington and featured figures like Chuck Hagel, Kit Back, and Frye Gillyard trace the 1968 fracture of political consensus caused by the Vietnam War, civil rights upheaval, and the assassinations of Robert Kennedy and Martin Luther King Jr. to explain the enduring partisan divides that now characterize the American presidency. Ultimately, the series argues that this generational legacy, defined by competing narratives of healing versus exploitation, has resulted in a modern political stalemate dominated by aging leaders.
- Milken Institute1h 0m
Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | Global Conference
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci, Steven T. Mnuchin
On May 8, 2024, the Milken Institute convened a panel featuring Treasury Secretary Steven Mnuchin, investor Brad Jacobs, and advocate John Hope Bryant to propose structural reforms that reconcile free enterprise with closing the wealth gap. The group outlined specific legislative and private-sector solutions, including the "Invest America Birth Account" to seed universal child savings and the Retirement Savings for Americans Act to automatically enroll workers in retirement plans. These initiatives aim to mitigate retirement insecurity and promote financial literacy by 2026, leveraging contributions from high-net-worth donors and private equity firms while avoiding wealth taxes that could stifle innovation.
- Sequoia Capital55 min
Zapier’s Mike Knoop launches ARC Prize to Jumpstart New Ideas for AGI | Training Data
Mike Knoop, François Chollet, Sonya Huang, Pat Grady
Zapier CEO Mike Knoop leveraged AI to transform template production from 10 to 1,000 daily while introducing the ArcPrize to challenge the industry's reliance on scale by demanding systems that generalize new tasks with minimal compute. This competition enforces strict no-internet and low-compute rules to force breakthroughs in algorithmic reasoning, aiming to reach a 85% benchmark score that would define true Artificial General Intelligence. Knoop argues that solving this efficiency-based hurdle is essential to overcoming current AI limitations and shifting policy away from speculative fears toward evidence-based innovation.
- Milken Institute1h 1m
Institutional Investors: Staying the Course or Catching the Wave | Global Conference 2024
Christopher Ailman, Amy Diamond, Allison Hill, Molly Murphy, Bei Saville, Liz Tulach
Five female Chief Investment Officers from Boeing, QIC, Advance Family Office, Orange County Retirement System, and the USC Endowment convened to debate investment strategies spanning private markets, geopolitical risk, and emerging trends. The panelists detailed their specific approaches to navigating high volatility and sticky inflation while balancing rigid mandates with opportunities in artificial intelligence, private credit, and supply chain reshoring. Their collective dialogue highlighted a shift toward "staying the course" in innovation while actively managing liquidity constraints and diversifying portfolios through secondaries and co-investments.