Latest Interviews
Showing 1–4 of 4 transcripts.
Clear all filters- Milken Institute20 min
Advancing a Modern Regulatory Framework: SEC Chairman Paul Atkins Conversation | Global Conference
Paul Atkins, Michael Piwowar, Mike
The SEC is executing a strategic pivot from enforcement-heavy regulation to a framework prioritizing economic materiality, aiming to reverse the decline in public companies and revitalize the IPO market through simplified disclosure rules and reduced litigation barriers. Parallel efforts are establishing clear jurisdictional boundaries with the CFTC for digital assets while modernizing fund structures to enhance tax efficiency and expanding 401(k) access to private credit markets. Guided by Enforcement Director David Woodcock's focus on substantive fraud over procedural technicalities, the agency seeks to restore investor confidence and preserve the United States' competitive standing in global capital formation.
- The Economist8 min
Why the world’s population is heading for collapse
Mike, Henry, Corbin Duncan, Karen Richmond Jones
Global fertility rates are converging below replacement levels across two-thirds of the world, driven by a societal trend in lower-income nations rather than a temporary fluctuation. While the UN projects a population peak of 10 billion in the 2080s based on assumed recovery, alternative models indicate that sustained low fertility could bring this peak forward to the mid-21st century, precipitating severe population losses in regions like East Asia. This demographic shift also reflects complex outcomes in the United States, where declining teen births and delayed childbearing among educated women have altered age structures without signaling a universal rejection of parenthood.
- Goldman Sachs12 min
The Outlook for ETFs
During the recent pandemic-induced market volatility, Exchange-Traded Funds (ETFs) attracted significant net inflows driven by their liquidity, tax efficiency, and lower costs, while specific sectors like Healthcare and Technology saw substantial capital migration. The Federal Reserve marked a historic shift on March 23 by launching a corporate bond ETF purchase program that injected liquidity into credit markets and catalyzed over $31 billion in additional investor capital. Looking ahead, the industry is pivoting toward Active Beta structures, ESG-focused products, and thematic innovations to capitalize on evolving investor preferences and systematic strategy demands.
- Goldman Sachs7 min
How the Insurance Industry Is Reacting to COVID-19
Amidst global disruptions, well-capitalized insurers are navigating a dual challenge of declining personal lines claims due to reduced vehicle usage and rising workers' compensation costs, all while adjusting portfolios against Federal Reserve rate cuts that have suppressed investment returns. To offset these financial pressures, the industry is accelerating consolidation, deploying digital technologies to streamline operations, and shifting investment strategies toward illiquid assets while anticipating systemic healthcare reforms that will embed telehealth into standard policies. Consequently, policyholders can expect modest premium increases and sustained access to essential coverage as companies prioritize risk pricing and operational efficiency in a rapidly evolving post-pandemic landscape.