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  1. Milken Institute45 min

    Credit Markets in Transition | Global Conference 2025

    Michael Piwowar, Michael Buchanan, Peter Gleysteen, Deborah Orida, Michael Zawadzki, Mike Pivovar, Mike Buchanan

    Panelists analyzed the current macroeconomic landscape characterized by tariff uncertainty and Federal Reserve rate cuts, while highlighting a $30 trillion private credit market reshaped by regulatory changes that drive capital from banks to non-competitive partners. Industry leaders identified investment opportunities in infrastructure, asset-backed finance, and investment-grade credit, noting that resilient fundamentals and low leverage support default rates under 50 basis points despite weakening investor sentiment. The discussion concluded with a strategic pivot toward multi-asset credit approaches and structural diversification to mitigate volatility risks and capitalize on market dislocations for tactical offense.

  2. Milken Institute57 min

    Crypto's Wild Ride: The Great Debate | Global Conference 2025

    Nicole Valentine, Sebastian Bea, Zoe Cruz, Dante Disparte, Mary-Catherine Lader, Caroline D. Pham, Ivan Soto-Wright

    Industry leaders and regulators converge to redefine digital assets from speculative experiments into essential global infrastructure, with figures like Zoe Cruz and Dante Disparte highlighting stablecoins as the "digital dollar" for cross-border payments. Regulatory shifts led by CFTC Chair Caroline Pham establish a dual-track framework that separates fraudulent unbacked tokens from tokenized real-world assets to unlock a projected $2 to $5 trillion market by 2030. The consensus among panelists from Coinbase, MoonPay, and Uniswap foresees a 2025 pivot where automated financial protocols and Bitcoin as a strategic reserve become invisible yet ubiquitous utilities replacing legacy banking rails.

  3. Milken Institute1h 1m

    Europe Reimagined: Investment, Innovation, & Competition for Future Markets | Global Conference 2025

    Daniel Finkelstein, Matthieu Courtecuisse, Mathias Dopfner, Timo Haas, Martha Lane-Fox, Heiko Thoms

    Over 30 pharmaceutical companies warned of a €100 billion capital flight unless the EU addresses regulatory uncertainty, prompting officials like Heiko Toms to propose "Omnibus" packages that prioritize competitiveness over the Green Deal. Panelists including Matthias Döpfner and Axel Springer CEO highlighted a critical 30% AI productivity gap driven by risk-averse culture and rigid labor markets, calling for a €500 billion infrastructure fund to unlock domestic capital and correct market fragmentation. Meanwhile, defense leaders outlined a strategy to triple German spending to 3.5% of GDP by 2029, framing dual-use technology integration as essential for both national sovereignty and civilian economic revival against global competitors.

  4. All-In Podcast24 min

    The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live

    Francis Suarez, Chamath, Jason, Friedberg

    Outgoing Miami Mayor Francis Suarez concludes his tenure by highlighting record-low homelessness, the city's lowest-ever homicide count, and historic economic growth driven by tax cuts and deregulation. His administration achieved these results by rejecting high-tax models in favor of aggressive regulatory reforms, including AI-driven permitting and public-asset leverage to fund major projects like the Bright Line rail. As Suarez prepares to leave office in September, he emphasizes his strategy of eliminating outdated barriers to attract global business while navigating complex challenges like national housing shortages and substance abuse crises.

  5. Sequoia Capital54 min

    Google I/O Afterparty: The Future of Human-AI Collaboration, From Veo to Mariner

    Thomas Iljic, Jaclyn Konzelmann, Simon Tokumine, Sonya Huang

    Google Labs presented a unified vision for AI development featuring Thomas Morton's Wisp and Flow video generation tools that merge cinematic production with interactive gaming, alongside Jacqueline Kanzelman's Mariner project which automates complex browsing tasks through screenshot-based reasoning. Complementing these capabilities, Simon Takamine detailed Notebook LM's evolution into a dynamic personal knowledge platform offering diverse content formats and mobile integration. Collectively, these updates signal a strategic shift from static media consumption to interactive, co-created experiences driven by state-of-the-art multimodal models expected to define 2025 applications.

  6. Milken Institute1h 1m

    Building Businesses for Impact and Purpose | Global Conference 2025

    Devi Brown, Jessica Alba, Mark Hyman, Moj Mahdara, Pritika Swarup, Quentin Vennie

    Leaders from Honest Company, Function Health, Procti Beauty, Equity, and Kinship Ventures discuss pivoting from advocacy or individual care to scalable, for-profit models that democratize access to ethical health and wellness solutions. The panel highlights critical strategies for maintaining brand integrity during rapid expansion while leveraging technology to reduce preventive care costs, such as Function Health's $4.99 MRI offering and the shift toward predictive, data-driven healthcare. By addressing systemic barriers in supply chains and investor expectations, these founders aim to transform wellness from a luxury for the few into an accessible necessity for diverse communities, including marginalized populations historically excluded from the industry.

  7. Milken Institute42 min

    The American Athlete: Feeding the US Olympic Pipeline | Global Conference 2025

    Pete Stavros, Maya Andrews, Dan Gable, Karch Kiraly, Carl Lewis

    Former Olympic legends Maya Andrews, Dan Gable, Karch Kiraly, and Carl Lewis convened to address the critical financial instability threatening U.S. collegiate Olympic sports and the resulting vulnerability of the national team ahead of the 2028 Los Angeles Games. The panelists diagnosed a crisis where rising costs and revenue concentration have decimated programs in wrestling and volleyball, then proposed strategic remedies ranging from philanthropic reinvestment and antitrust lobbying to tuition reform and enhanced financial transparency. Beyond structural solutions, the discussion highlighted philosophical imperatives regarding the mastery of failure and disciplined routines, arguing that preserving the current NCAA-subsidized pipeline is essential for sustaining American athletic dominance and societal leadership.

  8. Goldman Sachs30 min

    Alnylam’s Yvonne Greenstreet on RNAi and a ‘golden era’ in biotech

    Yvonne Greenstreet, Jerry Lee

    Alnylam Pharmaceuticals leverages a decade of RNA interference research to achieve a 55% clinical success rate and recently secured approval for Amvutra to treat hereditary transthyretin-mediated amyloidosis. Under CEO Yvonne Greenstreet, the company aims to become a top-five biotech leader by 2026 through a five-year strategy to deliver 25 clinical programs and expand into common diseases like hypertension. To reach this goal, Alnylam integrates AI-driven drug design with a culture of diversity and patient advocacy to de-risk development and target tissues beyond the liver, including the central nervous system.

  9. Milken Institute57 min

    From Experience to Excellence: Women Redefining Business and Financial Wellness | Global Conference

    Sheryl WuDunn, Sheila Marcelo, Lauren Miller Rogen, Penny Pennington, Michele Trogni, Michelle Choney

    This panel convened financial leaders, health innovators, and care advocates to address systemic failures in institutions designed around male lifespans, highlighting that women over 45 now launch businesses at twice the rate of men despite facing significantly higher chronic illness rates and lower retirement savings. Through initiatives by Zinnia, Edward Jones, Hilarity for Charity, and Ojai.ai, the discussion proposed a holistic framework integrating financial longevity, AI-driven household management, and brain health education to transition from "work-life balance" to comprehensive power. The resulting strategy advocates for redesigned risk profiles, early protective insurance planning, and intergenerational conversations to secure the $10 trillion in assets currently held by women against the projected demographic shifts in caregiving and wealth transfer.

  10. Milken Institute1h 13m

    The Milken-Motsepe Prize in FinTech Pitches and Grand Prize Ceremony | Global Conference 2025

    Milken, Motsepe, Emily Musil, Meghan McCormick, Precious Moloi-Motsepe, Sam Njuguna, Ola Oyetayo, Jonathan Wilson

    The 2025 Milken-Motsepe Prize awarded $2 million to ten semi-finalists to support African-led FinTech innovations targeting underbanked populations, with Virto securing the $1 million grand prize for its cross-border payment infrastructure. Key figures including Mike Milken and Patrice Motsepe emphasized the program's role in leveraging Africa's demographic growth and entrepreneurship to catalyze follow-on investment and impact over one million lives since its inception. Building on this momentum, the initiative launched a new accelerator and announced an upcoming challenge cycle in AI and Manufacturing to further address financial inclusion and infrastructure gaps across the continent.

  11. Milken Institute1h 3m

    Business and the Global Economy: Driving Growth and Innovation | Global Conference 2025

    Conrad Kiechel, Gerard Baker, Ajay Banga, Mariam bint Mohammed AlMheiri, Rich Lesser, Gilberto Tomazoni, Jerry Baker

    At the 28th Milken Institute Global Conference, panelists led by World Bank officials and BCG executives discussed strategies to navigate global trade fragmentation and a looming labor surplus in developing nations. The discussion highlighted the critical need for public-private partnerships to fund infrastructure and energy grids capable of supporting both AI adoption and agricultural transformation. Experts concluded that while geopolitical tensions threaten traditional globalization, targeted regional integration and regulatory reforms can unlock new growth vectors for the global economy.

  12. All-In Podcast29 min

    Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami

    Antonio Gracias, Chamath, Jason, Friedberg, David Sacks

    Antonio Gracias leads a Doge team implementing a zero-defect operational overhaul of the US government bureaucracy, targeting a 15% reduction in waste and fraud by eliminating NGO spending and restoring full office productivity. The administration combines aggressive voter fraud detection using restored SAVE database protocols with a meritocratic recruitment strategy that prioritizes problem-solving over credentials to secure high-caliber engineering talent. This approach supports a dual-track immigration policy that balances open borders for skilled professionals with strict border sovereignty measures and temporary public service models.

  13. Milken Institute30 min

    Earvin "Magic" Johnson on Legacy, Leadership, and LA's Future | Global Conference 2025

    Earvin "Magic" Johnson, Alex Rodriguez, Jason Kelly, Earvin Johnson

    At the Milken Conference, Magic Johnson and Alex Rodriguez discussed their transformative mentorship and a portfolio of high-impact business ventures ranging from the Washington Commanders to a pioneering Starbucks franchise. Johnson detailed his strategy of securing institutional capital by over-performing on early real estate deals and outlined his leadership philosophy centered on strategic planning, authentic player relationships, and an unwavering winning culture for the LA Dodgers and other owned teams. The dialogue concluded with an emphasis on leveraging athletic experience to mentor the next generation while measuring success by philanthropic impact rather than revenue alone.

  14. All-In Podcast33 min

    Sergey Brin, Google Co-Founder | All-In Live from Miami

    Sergey Brin, Chamath, Jason, Friedberg

    Sergey Brin returned to active software development at Google, leveraging his technical influence to challenge internal restrictions while championing autonomous AI capabilities demonstrated by the Gemini 2.5 model. He outlined Google's strategic pivot toward simulated robotics, hybrid hardware abstraction, and a tiered monetization strategy that balances open-weight releases with premium access for advanced compute-heavy models. Furthermore, Brin highlighted a cultural shift where AI tools are reshaping talent management and predicted a future dominated by voice-first interfaces and adaptive learning environments.

  15. Goldman Sachs42 min

    Harvard’s Raj Chetty on upward mobility in America

    Raj Chetty, Greg Shell

    Research by Dr. Raj Chetty and the Opportunity Atlas team reveals a sharp decline in intergenerational income mobility, with the likelihood of children out-earning their parents dropping from 92% for the 1940 cohort to roughly 50% for those born in the mid-1980s. The analysis identifies four primary drivers of upward movement, with cross-class social capital acting as the strongest predictor, while highlighting successful local interventions like Charlotte's $160 million investment and Vaughan College's model that combines high access with strong technical outcomes. These findings suggest that targeted strategies integrating financial aid with social support can effectively reverse trends of regional inequality without relying solely on broad federal policy changes.