Latest Interviews
Showing 6841–6855 of 9,967 transcripts.
Clear all filters- Goldman Sachs16 min
Why Investing in the Longest Bull Market in History is Still a Smart Move
Sharmin Mossavar-Rahmani, Jake Siewert, Jake Seward
Goldman Sachs Private Wealth Management's 2020 "Room to Grow" report argues that the current economic expansion will likely persist through 2020, citing favorable central bank policies, a low 20% recession probability, and balanced market conditions that support an 87% chance of positive returns. The firm recommends a strategic overweight in U.S. equities driven by superior demographics and productivity, while cautioning that high capital gains taxes make it inefficient for investors to sell assets waiting for a market dip. Although the analysis acknowledges short-term volatility from geopolitical tensions and the coronavirus outbreak, it projects that disinflationary trends and robust household balance sheets will allow underlying economic growth to reassert itself within months.
- The Economist7 min
How to do the most good possible
Katie Acosta, Professor MacAskill
The Effective Altruism movement, co-founded by Oxford professor William MacAskill, is shifting charitable paradigms from traditional monetary donations to high-risk physical acts like living organ donation and career changes driven by data. This scientific approach has mobilized thousands of individuals to pledge at least 10% of their income and redirect millions of work hours toward critical sectors such as artificial intelligence and pandemic prevention. By prioritizing inter-temporal equality, the movement focuses on mitigating existential threats to future generations, arguing that protecting trillions of potential lives outweighs immediate moral intuitions.
- Milken Institute56 min
A Conversation with Leon Black
Founded by Leon Black three decades ago, Apollo Global Management now directs $350 billion in assets across 18 global offices using a diversified "fund for all seasons" strategy that spans private equity, private credit, insurance, and real assets. The firm distinguishes itself by targeting an average acquisition multiple of 6x EBITDA and prioritizing complexity arbitrage in corporate carve-outs and distressed scenarios, while shifting 80% of capital into long-duration structures to mitigate fundraising pressure. Facing a market where public valuations discourage long-term planning, Apollo is actively deploying capital into public-to-private transactions and emerging sectors like aviation finance with the goal of generating 8–10% returns in credit platforms over the coming years.
- Milken Institute56 min
Shifting Tides: A Macroeconomic Outlook
John Defterios, Virginie Afota, Roxanne Davies, Robert A. Gillam, Michael Metcalfe, Alireza Zaimi, Rob, Virginia, Ella Reyes, Brigitte
This macroeconomic forum analyzed how central bank liquidity and media narratives are currently driving asset rallies while emerging markets like China face GDP contraction from trade tensions and viral shocks. Experts contrasted these short-term credit risks with long-term structural themes, including a projected 20% global population growth and the strategic evolution of sovereign wealth funds in the Middle East toward diversified infrastructure and ESG integration. The panel concluded that despite volatile oil prices and inflation concerns, institutional investors are increasingly shifting from tactical trading to decade-long horizons focused on demographic shifts, technological disruption, and sustainable resource allocation in Asia and emerging economies.
- Milken Institute1h 2m
Is Crypto Finally Growing Up?
Staci Warden, Michael Gronager, Navin Gupta, George Kikvadze, Simon Seojoon Kim, Mike Novogratz
Moderated by Stacey Worden, a panel of industry leaders including Mike Novogratz and George Kikvadze confirmed the cryptocurrency sector's evolution from a speculative frontier to a regulated, institutional-grade asset class. The discussion highlighted Bitcoin's role as a macro hedge against fiat debasement while outlining how enterprise solutions like Ripple are driving mass adoption in Asia and how blockchain traceability effectively combats illicit finance. Looking ahead, the group projected that infrastructure maturation over the next five years will trigger a global economic transformation comparable to the post-1999 internet boom, with billions of users entering the ecosystem through decentralized finance and device-to-device interactions.
- Milken Institute23 min
A Conversation with Paul Ryan
Former House Speaker Paul Ryan outlines a legislative agenda for a potential second Trump term focused on extending tax cuts, reforming healthcare, and modernizing infrastructure while navigating a consensus on technological decoupling with China. He attributes the 2017–2018 surge in bipartisan output to the administration's deregulatory approach and projects continued economic growth despite ongoing trade uncertainties. Ryan, now a university professor and policy founder, argues that economic stagnation drives current political polarization and warns against the erosion of meritocracy in favor of identity-based politics.
- Milken Institute50 min
Life After Sport - What Do Elite Atheltes Do Next?
Sarah Sandler, Khaled Al-Mahri, Didier Drogba, Clarence Seedorf, Vladimir Kilichkov
Hosted by the Milken Institute in Abu Dhabi, an all-star panel featuring Didier Drogba, Nicolas Anelka, Clarence Seedorf, and Vladimir Kilichkov discussed strategic transitions from elite athletics to sustainable business and leadership roles under the moderation of Khaled Al-Mahri. The distinguished athletes shared specific insights on mental resilience, injury prevention, and long-term planning, while highlighting critical gaps in African football infrastructure and the broader socio-political power of the sport. Their collective dialogue emphasized that enduring success in both sports and commerce requires a foundational philosophy of "Challenge Management," coordinated efforts among strategic partners, and a shift toward proactive, future-oriented governance.
- Milken Institute59 min
Private Equity: A Continuing Evolution of Capital Access
Glen August, Nazim Azimbaev, Maggie Finari, Ray Thorne, Andrew Weinberg, Mark O'Lean
Leading institutional investors including Glen August of Oak Hill Advisors and Maggie Finari of Ontario Teachers' Pension Plan convened to debate strategies for securing 20% net returns in a private market increasingly constrained by 11–12% historical averages. The panelists outlined divergent approaches ranging from Ray Thorne's asset-intensive company building to Andrew Weinberg's focus on the middle-market family business wealth transfer, all while integrating ESG principles and data science to hedge against technological disruption. Despite optimistic targets, the group emphasized that geopolitical tensions, potential policy shifts, and the inevitable credit cycle downturn necessitate strict covenant protections and selective operational value-add to sustain performance.
- Milken Institute57 min
Being the Disruptor, Not the Disrupted
Dana Hamilton, Joe Sitz, Jonathan, Hussein
Real estate leaders are being compelled to disrupt traditional models by aligning capital with megatrends in technology, demographics, and flexible workspaces to navigate the volatility of global gateway cities. Industry players like the Kean Group and Pretium are pivoting toward data-driven value creation, shifting from vanilla office assets to specialized logistics, biotech, and experiential wellness environments that cater to the "time-poor" consumer. While aggressive digital transformation and strategic brand licensing offer competitive advantages, successful execution now demands resilient funding structures capable of withstanding black swan events and rapidly adapting to regulatory lag.
- Milken Institute37 min
Opening Plenary - Part 2: Global Overview
Waleed Al Muhairi, Adam Boehler, Raymond Dalio, Dina Powell McCormick, John, Haldun al-Mubarak
The event analyzes escalating global economic headwinds driven by geopolitical tensions and the coronavirus outbreak while detailing how major institutional investors like Mubadala adjust their portfolios toward cash-flow robust assets amidst shifting monetary policies. Simultaneously, the discussion highlights the strategic maneuvering of entities such as the DFC to counter Chinese influence in emerging markets and addresses the urgent need for economic diversification in the Middle East to mitigate youth unemployment risks. Experts emphasize that long-term success now depends on integrating ESG principles and accelerating the transition away from hydrocarbon dependency before fiscal stability is compromised by resource depletion.
- Lex Fridman8 min
Jim Keller: Most People Don't Think Simple Enough | AI Podcast Clips
The speaker contrasts the limitations of following rigid recipes against the necessity of deep understanding for adapting human systems and computer architectures to novel challenges. They advocate for a radical three-to-five-year refresh cycle in computer design to avoid the diminishing returns of incremental optimization, arguing that legacy code inevitably becomes unnecessarily complex and slow. Despite business pressures prioritizing short-term stability and marketing demands for universal performance gains, successful organizations must parallelize legacy maintenance with new architectural development to prevent long-term stagnation.
- a16z14 min
A Novel Path to Homeownership
Addressing the stagnation of U.S. homeownership among Millennials and first-time buyers, CEO Adina Heffetz's company Divi Homes introduces a flexible ownership model that allows customers to enter the market with a 2% down payment while Divi retains the majority equity. Operating across six major markets, the platform splits monthly payments into rent and equity-building components, enabling occupants to incrementally increase their ownership stake to 10% over three years before buying out the remainder or exiting with accrued gains. This approach combines traditional asset ownership with access-based utility, offering a "stair step" path that integrates maintenance support and potential mortgage transition services for consumers traditionally excluded by strict underwriting standards.
- Lex Fridman26 min
Moore's Law is Not Dead (Jim Keller) | AI Podcast Clips
The speaker challenges predictions of Moore's Law's demise by highlighting a cascade of innovations across materials science and optics that have sustained exponential performance growth for fifty years despite shrinking transistor dimensions to near-atomic scales. While current physics limits approach 2 to 10 atoms, the projected roadmap envisions a 100x shrink factor over the next two decades supported by new architectures like nanowires and abstraction layers that manage the complexity of billions of transistors. Ultimately, this relentless hardware scaling is expected to trigger unpredictable computational eras where AI systems discover patterns through endless projections rather than explicit mathematical functions, fundamentally altering how computation is performed.
- Lex Fridman24 min
Jim Keller: Elon Musk and Tesla Autopilot | AI Podcast Clips
Jim Keller, Elon Musk, Lex Fridman
Tesla's approach to autonomous driving prioritizes affordable, scalable hardware designed through first principles to address the 80% of accidents caused by human attention lapses rather than incremental engineering tweaks. The methodology distinguishes between solving simple detection problems and the complex challenge of modeling human intent and behavioral unpredictability, a divergence that delays perfect generalization while promising a tenfold safety improvement in the near term. By combining rapid data collection with a manufacturing philosophy that strips away assumptions, the initiative navigates intense regulatory scrutiny to achieve robust system safety despite the long timeline required for full human-like understanding.
- The Economist13 min
Vaping: what people are getting wrong | The Economist
Discussions regarding e-cigarette regulation address the 2019 EVALI outbreak caused by Vitamin E acetate and the subsequent federal bans on flavored products while weighing these measures against the World Health Organization's data on annual tobacco-related deaths. While the FDA declared youth vaping an epidemic due to a sharp rise in high school usage, scientific testimony argues that combustible cigarettes remain significantly more addictive and harmful than vaping products containing glycerol or propylene glycol. Experts ultimately advocate for a European-style regulatory framework that prioritizes device quality and marketing restrictions over total prohibition to facilitate smoking cessation without discouraging adult users from switching to safer alternatives.