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  1. Milken Institute58 min

    The Ebb and Flow of Public Markets | Milken Institute Global Conference 2024

    Romaine Bostick, Todd Barker, Kelly Granat, George Maris, Pedro Furtado Reis

    Representatives from Norway's Government Pension Fund Global and Citadel argue that public equity markets are undervalued relative to historical standards, presenting significant alpha opportunities driven by passive trading dislocations. The panel specifically advocates for a contrarian approach to China and India while prioritizing AI infrastructure over speculative model development amid growing geopolitical segmentation. Despite acknowledging risks such as demographic declines and regulatory uncertainty, the experts maintain that fundamental analysis remains essential for navigating a market structure increasingly dominated by algorithmic volatility.

  2. The Economist25 min

    The boot is on the other foot: Ukraine’s surprise incursion

    Jason Palmer, Oliver Carroll, Sophie Pedder, Paul

    Ukrainian forces under President Volodymyr Zelenskyy and Commander-in-Chief Oleksandr Sirsky have executed a secretive incursion deep into Russian territory, advancing forty kilometers toward Kursk to draw enemy troops away from the Donbass front. Concurrently, the Paris 2024 Olympic Games demonstrated a successful low-cost strategy that achieved a record medal haul for France while avoiding the construction of "white elephant" venues, a model now influencing the upcoming Los Angeles 2028 organizers. Finally, Envisix is introducing the first commercial three-dimensional holographic head-up displays for Cadillac vehicles later this year, a technological shift projected to grow the automotive HUD market to ten billion dollars by 2034.

  3. The Diary Of A CEO2h 4m

    Codie Sanchez: They're Lying To You About How To Get Rich! How To Turn $0 Into $1M!

    Codie Sanchez

    The speaker outlines a pragmatic roadmap for salaried individuals to accumulate millions by prioritizing skill acquisition and semi-autonomous business ownership over early-stage entrepreneurship. Key strategies include leveraging seller financing to acquire cash-flowing small businesses from Baby Boomers, adhering to strict hiring metrics that favor obsession over interest, and utilizing mentorship protocols that demand tenfold value before requests. With a forthcoming book titled *Main Street Millionaire* and the launch of the BizScout platform, the initiative aims to democratize access to a trillions-dollar wealth transfer occurring through the acquisition of traditional small enterprises.

  4. Milken Institute1h 16m

    Closing Gaps in Health and Health Care | Future of Health Summit 2023

    Esther Krofah, AmirAli Talasaz, Susan Barlow, Meg Tirrell, Jaewon Ryu, Ashwin Vasan, Hubertus von Baumbach, Angela F. Williams, Ray Broughan, Bob Cramer, Diane Tai

    The 2023 Milken Institute Future of Health Summit convened sector leaders to address the U.S. life expectancy decline and widening inequities despite record spending of over $4.1 trillion annually. Key initiatives announced include the Aging Innovation Collaborative with $3 million in seed funding, New York City's "Healthy NYC" strategy targeting premature death, and a renewed focus on shifting from fee-for-service models to preventive care through public-private partnerships. Experts emphasized that closing the gap requires an industrial health policy to align regulatory updates, leverage AI for early detection, and rebuild community trust through equitable data sharing and resource integration.

  5. 80,000 Hours2h 7m

    How to regulate cutting-edge AI models | Markus Anderljung (2023)

    Markus Anderljung, Luisa Rodriguez, Rob, Marcus Andrew Young

    The Center for the Governance of AI is mobilizing to address critical risks in frontier AI systems, such as emergent capabilities and autonomous agent loops, by advocating for a mandatory three-pillar regulatory framework covering licensing, external red-teaming, and compute governance. Driven by urgent momentum from major tech leaders and government bodies, this initiative proposes a flexible regime that mandates risk assessments and licensing for high-compute training to prevent dangerous deployment. Simultaneously, the organization is expanding its workforce by seeking interdisciplinary experts in policy, economics, and technical fields to help implement these safeguards and influence global standards.

  6. Milken Institute40 min

    The Next Century of Health: Predictions on the Future of Health Care | Future of Health Summit 2023

    Gregory Simon, Judy Faulkner, Hirsh Jain, Joyce Tung, Jared Watkin

    Healthcare leaders from Epic, Palantir, 23andMe, and Abbott converge to diagnose the U.S. system's fragmentation as a human behavioral failure despite advances in curative care and data technology. By deploying interoperable platforms like Epic's Pair, Palantir's common ontologies, and 23andMe's lifelong genetic models, these executives aim to bridge the gap between fragmented providers, payers, and patients through real-time data integration and AI-driven decision support. Ultimately, the panel asserts that future health outcomes depend on aligning financial incentives with prevention strategies to ensure equitable access while treating public health as a critical national security imperative.

  7. All-In Podcast1h 44m

    Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

    Buffett, Kamala, Walz, Chamath, Friedberg, Jason Calacanis, David Sacks

    Following a Bank of Japan interest rate hike that triggered a $20 trillion unwind of the yen carry trade and caused significant global equity losses, the central bank paused further tightening to stabilize markets amid growing concerns over US debt sustainability and a likely recession. Simultaneously, Berkshire Hathaway reduced its Apple concentration by over half while a federal court ruled Google maintained an illegal search monopoly, prompting debates over potential structural remedies and political bias in search results. The episode also examined the strategic risks of Kamala Harris selecting Tim Walz as her vice-presidential running mate and the ongoing controversies surrounding the 2024 US election landscape.

  8. Y Combinator49 min

    Gmail Creator Paul Buchheit On AGI, Open Source Models, Freedom

    Paul Buchheit, Jared, Harj, Diana, Noam Shazier, Mark Mandelbaum, Mark Blyth, Paul Lewisohn, Zuck Meyer, Melanie Warrick, Gary Illyes, Lyn Alden

    Paul Buchheit and Noam Shazier trace Google's evolution from an AI-first innovator to a risk-averse monopoly that stifled tools like Lambda to protect search revenue, while OpenAI emerged as a non-profit counter-movement funded by figures like Elon Musk to keep research open. Buchheit champions open-source models as essential for preserving individual liberty against Big Tech centralization and authoritarian surveillance, predicting that algorithmic efficiency will soon lower barriers for small teams to build AGI. He warns that regulatory overreach like SB 1047 will force excessive censorship and that the future workforce will face displacement by autonomous AI agents capable of deep-faking knowledge work by 2033.

  9. Milken Institute37 min

    A Conversation with Sergio Ermotti, Group CEO of UBS AG | Global Investors’ Symposium Hong Kong 2024

    Sergio Ermotti, Richard Ditizio

    UBS Group CEO Sergio Ermatti outlines the successful integration of Credit Suisse's 130,000 employees through a harmonized operating model and a strategic pivot toward "fungible" leadership capable of managing broad business complexity. Looking ahead, he projects a macroeconomic environment defined by persistently higher interest rates and a long-term growth trajectory centered on Asia, which aims to expand its share of the firm's $5.2 trillion asset base to 20% within six years. This forward-looking strategy prioritizes generational wealth transfer and sustainable infrastructure investment while navigating fragmented global regulations and the $10.5 trillion cost of cybercrime.

  10. The Economist25 min

    Expelling mistake: the costs of hardline immigration policy

    Jason Palmer, Callum Williams, Ore Ogunbiyi, Max Norman

    Rich nations are grappling with a historic migration surge that has shifted public opinion toward stricter deportation policies, despite economic risks of labor shortages and inflationary pressure. Simultaneously, the online dating industry faces growth stagnation and user fatigue, prompting a pivot from mass-market subscriptions to niche identity apps and offline dating solutions. Finally, the Paris Olympics introduces breaking as a one-off youth engagement event, blending its Bronx hip-hop origins with formalized judging criteria while navigating tensions between cultural authenticity and commercial sponsorship.

  11. Milken Institute22 min

    A Conversation with His Excellency Mohamed Hassan Alsuwaidi | Middle East & Africa Summit 2023

    Mohamed Hassan Alsuwaidi, Sarah Sandler, His Excellency Mohamed Hassan Alsuwaidi, Becky Anderson

    Established in July 2023 under Minister Muhammad Hassan Al-Sawadi, the UAE Ministry of Investment unifies the nation's previously siloed strategies to promote inward capital and the global expansion of domestic firms. Leveraging a resilient non-oil economy and new $30 billion climate financing initiatives, the Ministry targets high-growth sectors including downstream energy, petrochemicals, and advanced AI to drive 2024 development. Despite regional geopolitical volatility, the strategy prioritizes large-scale infrastructure partnerships and the privatization of state assets to maintain the UAE's position as a secure hub for family offices and international investors.

  12. The Economist21 min

    Arrivals haul: anti-tourism’s folly

    Jason Palmer, Corbyn Duncan, Katie Bryant, Annie Crable

    Recent analysis projects global tourism arrivals will surpass 2019 levels at 1.5 billion, yet rising anti-tourism sentiment in destinations like Barcelona and Greece is driving policy shifts toward tax hikes and rental restrictions to manage overcrowding and housing costs. Simultaneously, Russia faces its highest casualty rates since the war began, prompting a Kremlin pivot to volunteer recruitment driven by substantial financial incentives while obscuring death tolls through obituary bans. In the consumer technology sector, a growing backlash against smartphone overuse is fueling the revival of "dumb phones" among Gen Z, parents, and tech-savvy individuals seeking to reclaim attention through devices like the Light Phone.

  13. Jane Street8 min

    OCaml's New Proposed "include functor" Syntax | OCaml Unboxed

    Goldfirere

    Jane Street is developing an "include functor" feature for the OCaml compiler that allows modules to directly include functor results based on their own preceding definitions. This innovation eliminates the need for cumbersome intermediate wrapper modules and manual reordering, streamlining the implementation of repetitive patterns like reverse array iteration. A working compiler version supporting this syntax is currently available for testing, with plans to upstream the feature to the mainstream OCaml distribution.

  14. Milken Institute59 min

    The Next Episode: Shaping the Future of Entertainment and Media | Global Conference 2024

    Matthew Belloni, Justin Baldoni, Brian Grazer, Lisa Joy, Jeffrey Katzenberg, Ynon Kreiz, Janine Sherman Barrois

    Industry leaders describe a post-bubble entertainment landscape where studios prioritize IP adaptations and franchises to mitigate risk while mid-tier originals strive to achieve viral success through organic audience growth. Strategic shifts are underway as traditional toy manufacturers pivot toward IP management and creators leverage co-ownership structures to secure better terms amidst fears of consolidation that could stifle artistic diversity. Although artificial intelligence is expected to democratize production, experts caution that human curation remains essential to differentiate authentic work from algorithmic clichés in a market defined by financial caution and fragmented consumer attention.

  15. The Economist26 min

    Walz onto the stage: Kamala Harris’s VP pick

    Walz, Kamala Harris, Jason Palmer, John Priddo, Gareth Brown, Andrew Palmer

    US Democratic nominee Kamala Harris selected Minnesota Governor Tim Walz as her running mate to broaden working-class appeal, a strategic move that coincides with her first national polling lead over Donald Trump since October 2023 despite continued deficits in key swing states. Simultaneously, escalating regional tensions in the Middle East have shifted from low-intensity conflict to a risk of full-scale war following the assassinations of Hezbollah and Hamas leaders, prompting international evacuation advisories from nations including the US, UK, and France. Parallel to these geopolitical and political developments, corporate governance analysis suggests that CEO tenure often exceeds optimal performance windows after roughly 14 years, highlighting the psychological and structural challenges in replacing leaders like Boeing's Dave Calhoun.