Latest Interviews
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Clear all filters- Milken Institute45 min
AI Infrastructure at Scale: Financing the Power-Constrained Grid | Global Conference 2026
Brian Sullivan, Lucy Heintz, Douglas Kimmelman, Karl Kuchel, Rajit Nanda, Michael Zeltkevic, Doug Kimmel, Carl Cuscelli, Lucy Hines
Projected to approach one trillion dollars in global capital expenditures, the AI energy transition is being driven by hyperscalers utilizing long-term power purchase agreements to de-risk infrastructure financing amid rising electricity costs. As the industry shifts from a focus on speed to market to speed to power, data center locations are increasingly dictated by the immediate availability of reliable energy and data sovereignty constraints, with nations like Saudi Arabia positioning themselves as strategic inference hubs. While supply chain advantages and government permitting acceleration are accelerating deployment, the sector faces significant consolidation risks and financing hurdles for unproven storage technologies as the race for compute capacity intensifies.
- Milken Institute55 min
The Tech Supercycle: Where Capital Meets Innovation | Global Conference 2026
Daniel Koffmann, Marlene Garayzar, Scott Sobel, Francis Suarez, André Vellozo, Marlena Górezar, Andre Veoso
Scott Sobel of Valor Capital Group and Marlena Górezar of Story analyze the Latin American venture landscape, highlighting a rebound in investment driven by deep talent pools and resilient fintech unicorns that achieve profitability through proprietary AI models. Former Miami Mayor Francis Suarez and Andre Veoso of Drumwave discuss how physical safety, regulatory deregulation like Brazil's Pix system, and renewable energy infrastructure are establishing the region as a secure hub for reverse innovation and AI sovereignty. Together, the speakers illustrate a strategic pivot toward capital efficiency and data ownership, positioning Latin American firms to capitalize on valuation arbitrage as they expand globally.
- Milken Institute56 min
Inside the New Sports Economy: Innovation, Partnerships, & Global Expansion | Global Conference 2026
Jon Schwartz, David Abeles, Heather Brooks Karatz, Jeff Gordon, Ben Kennedy
NASCAR and golf leaders are redefining their industries through experiential festival models, massive digital gaming partnerships, and the strategic repurposing of venues for year-round mixed-use development. With new playoff formats and unique event locations like the upcoming San Diego military base race, the sports aim to capture first-time fans while leveraging simulation technology and female demographic data to drive engagement. Industry experts predict significant consolidation in golf by 2026 and emphasize that authentic values will remain essential for sustaining long-term revenue in an increasingly diverse and digital sports economy.
- Milken Institute1h 3m
Things That Will Blow Your Mind | Global Conference 2026
Richard Sandler, Ali Agha, Erin Blanton, Bentzion Levinson, Geoffrey von Maltzahn
This panel featured four innovators presenting distinct AI-driven solutions: Lila Sciences deployed autonomous laboratories to accelerate biotech and material discoveries, Field AI introduced hardware-agnostic robotics for extreme environments, Heaven Aerotech developed hydrogen-powered endurance drones for strategic defense, and Carbon Mapper utilized satellite spectrometry to identify and mitigate global methane super-emitters. Collectively, these breakthroughs demonstrate a shift from conversational AI to embodied, physical intelligence capable of operating 24/7 to solve critical challenges in labor shortages, climate change, and geopolitical security. The discussion concluded with a unified call for the West to reindustrialize and scale automation to prevent falling behind China's rapid advancements in scientific and military capabilities.
- Milken Institute52 min
Tradewinds: Navigating Economic Uncertainty | Global Conference 2026
Gerard Baker, Whitney Baird, Xavier Bettel, John Denton, Francisco Pérez Mackenna, Michael Roberts, Jerry Baker
A global economic panel consensus identifies a critical inflection point where geopolitical volatility and policy unpredictability are driving nearly $250 billion in annual lost activity while compelling nations to prioritize supply chain resilience over pure free trade. Amidst rising food security threats from conflicts in the Middle East and evolving US-China de-risking strategies, leaders are exploring plurilateral arrangements and technological solutions to manage these disruptions. Ultimately, the event highlights a shift toward strategic autonomy and green energy innovation as essential mechanisms to mitigate inflationary pressures and narrow the widening gap between the Global North and South.
- Milken Institute57 min
The Future of Decision Intelligence | Global Conference 2026
Dan Primack, Stephanie Guild, Paul Liberman, Brian Quintenz
Former CFTC Commissioner Brian Quintenz, Robinhood CIO Steph Gild, and DraftKings President Paul Lieberman discussed how regulated prediction markets like Kalshi aggregate disaggregated information into high-frequency sentiment signals that surpass traditional polling and institutional research. The panelists distinguished these federally licensed derivatives from unregulated gambling by highlighting their role in price discovery, the use of real capital to reduce emotional bias, and robust surveillance systems that deter insider trading. Looking ahead, the speakers anticipate expanding contract categories into corporate earnings and geopolitical events while maintaining that these tools serve as complementary data points for investment portfolios rather than sole decision-making authorities.
- Milken Institute54 min
The Next Era of Health | Global Conference 2026
Esther Krofah, Robert Bradway, Nancy Brown, Alicia Jackson, Myechia Minter-Jordan, Dipen Parekh
Addressing a critical demographic tipping point and a $1 trillion caregiver gap, stakeholders including AARP, ARPA-H, and the American Heart Association are reforming U.S. healthcare to bridge the divide between technological innovation and clinical delivery. Initiatives range from deploying agentic AI to extend cardiovascular prevention to counties lacking specialists, to accelerating long-term care research through new regulatory pathways and a target reduction of drug discovery timelines to under five years. Concurrently, global competition drives a strategic pivot toward genomic integration and value-based models, with specific commitments to reduce Lipoprotein(a) levels by 95% and establish federal tax credits for the nation's 63 million caregivers.
- Milken Institute56 min
Asia-Pacific Overtures: Investment Returns Through Diversification | Global Conference 2026
Laura Deal Lacey, Michael DeSombre, David Elia, Jacqueline Poh, Pandu Sjahrir, Lu Yin
The event convened U.S. policymakers, Singaporean ecosystem builders, and major sovereign wealth managers from Australia and Indonesia to align trade, infrastructure, and artificial intelligence strategies across the Indo-Pacific. Participants detailed a coordinated shift toward removing non-tariff barriers, deploying over $2 billion in targeted foreign assistance, and establishing regional AI stacks to counter Chinese technological dominance. Discussions highlighted a broader trend where pension funds and state actors are bifurcating portfolios between traditional commodities and frontier technologies while accelerating cross-border energy and digital infrastructure projects to sustain long-term regional growth.
- Milken Institute55 min
The European Opportunity | Global Conference 2026
Gillian Tett, Martin Blessing, Hendrik Brandis, Thomas Buberl, Pascal Cagni, Anne-Christine Champion, Michele Giddens
Key European financial and political leaders are driving a comprehensive reform agenda to bridge the US-Europe productivity gap by establishing a €500 billion German defense fund, transitioning Germany toward a funded pension model, and accelerating France's software entrepreneurship through a simplified "28th regime." To unlock trapped savings and scale unicorns, proponents like AXA CEO Thomas Buhl are advocating for a rapid Capital Markets Union and "military-style" project execution to redirect hundreds of billions into growth investments. Simultaneously, the region is pivoting its technological advantage from abstract AI models to physical industrial applications while leveraging sovereign defense initiatives to create new dual-use supply chains independent of US reliance.
- Milken Institute1h 0m
Author Talk: Arthur C. Brooks, "The Meaning of Your Life" | Global Conference 2026
Arthur C. Brooks, Conrad Kiechel
Arthur Brooks, the author of a recent bestseller and former Harvard professor, addresses a psychogenic epidemic of mental distress by attributing rising loneliness and anxiety to a societal over-reliance on technology and "left-brain" complexity at the expense of human connection and "right-brain" meaning. Drawing on neurobiological research and logotherapy, Brooks advocates for a three-step digital detox and a shift toward vertical and lateral transcendence to reclaim fulfillment, arguing that lasting satisfaction stems from managing desire and cultivating relationships rather than chasing the elusive goal of happiness. His analysis further distinguishes between the damaging pursuit of "specialness" and the liberating reality that love is an unearned gift, offering a framework for individuals to navigate the AI-driven economy by prioritizing complex human problems over complicated technical solutions.
- Milken Institute57 min
Rewriting the Rules: Scaling Innovation for Rare Diseases | Global Conference 2026
Becky Quick, Nicola Blackwood, David Fajgenbaum, Michael Hund, Neil Kumar, William H. Lewis
Panelists including David, Will Osborn, and Michael discussed how AI-driven repurposing of generic drugs and patient-led "venture cure" models are accelerating the discovery of treatments for the over 300 million people globally affected by rare diseases. The dialogue highlighted transformative regulatory shifts, such as the UK's newborn sequencing trials and FDA-authorized umbrella CRISPR studies, which aim to bypass traditional trial inefficiencies while addressing barriers like pricing models that stifle global drug launches. Ultimately, the event concluded that converging data infrastructure with proactive patient advocacy is essential to de-risk development and deliver rapid therapeutic interventions for currently untreatable conditions.
- Milken Institute1h 0m
The New Macro Playbook | Global Conference 2026
Stephanie Ruhle, André Esteves, George Goncalves, Karen Karniol-Tambour, Seema Shah, Jeffrey Solomon
Global capital flows are shifting from a U.S.-centric model to diversified inflows in emerging markets and resource economies, driven by a transition from efficiency-based globalization to sovereign security-focused supply chains. This structural change, characterized by modern mercantilism and massive AI infrastructure spending, has created a bifurcated economy where fiscal deficits and geopolitical fragmentation fuel persistent inflation while prompting investors to seek physical assets over traditional equities. As nations fragment into isolated economic blocks and governments face rising risks of financial repression, investors must navigate these divergent currency zones to identify opportunities in captive markets protected by national industrial policies.
- Milken Institute59 min
Breakthroughs Reshaping Aging and Longevity | Global Conference 2026
Richard Lui, Joe Betts-LaCroix, Tom Hale, Richard Isaacson, Carina Kern, John Whyte
Leaders from Retro Biosciences, Aura Health, Link Jevity, and the AMA convened to discuss accelerating longevity medicine through therapies targeting necrosis and autophagy alongside continuous health monitoring. The panel identified critical systemic barriers including outdated reimbursement models and fragmented disease silos while highlighting breakthroughs like generative AI-driven drug discovery and home-based neuro-insight testing. With a predicted market readiness of 3 to 6 out of 10, the group anticipates the first anti-aging therapeutics will reach consumers within five years as the industry shifts from reactive sick care to proactive aging reversal.
- Milken Institute1h 1m
India Ahead: Growth, Investment, and Global Ambition | Global Conference 2026
Karan Bilimoria, Haigreve Khaitan, Vivek Lall, Ajay Piramal, Suneeta Reddy
India's economy, now the world's fourth or sixth largest with a $4 trillion GDP, targets third-place status by 2031 through aggressive manufacturing incentives, digital infrastructure expansion, and a robust legal framework that recently restored its Triple-B+ credit rating. Driven by a youthful demographic, rapid financial inclusion via the Aadhaar system, and strategic shifts in defense and space sectors, the nation has lifted 300 to 400 million people out of poverty while attracting significant foreign investment despite challenges regarding energy security and workforce upskilling. With stable democratic institutions and ambitious reforms in taxation and bankruptcy codes, India is positioning itself as a global innovation hub capable of sustaining long-term growth even as it navigates currency fluctuations and climate resilience needs.
- Milken Institute52 min
Investing in the Resiliency of HBCUs | Global Conference 2026
Ayesha Rascoe, Melissa Bradley, Bill Bynum, Bobbie Knight, Todd McDonald
With a combined $16.5 billion annual economic impact and a $146 billion lifetime earnings contribution from graduates, Historically Black Colleges and Universities (HBCUs) are emerging as critical economic engines through strategic partnerships with corporate giants like NVIDIA and AWS rather than traditional charitable giving. Organizations such as Hope Enterprise Corporation and Liberty Bank have deployed approximately $200 million to restructure balance sheets, upgrade research facilities at institutions like Tuskegee, and unlock real estate potential on HBCU land. Consequently, policymakers and investors are increasingly viewing these 45 Deep South institutions as a distinct asset class, leveraging initiatives like R1 research status elevations and a proposed federal clearinghouse to attract the capital necessary to close the funding gap with predominantly white peers.