Latest Interviews
Showing 136–150 of 742 transcripts.
Clear all filters- Milken Institute50 min
The State of the Global Economy: Global Capital Markets | Global Conference 2025
David Faber, Waleed Al Mokarrab Al Muhairi, Jane Fraser, Jenny Johnson, Harvey Schwartz, Andrew Sullivan
Amidst rising tariff uncertainties and unsolvable fiscal deficits, major global investors from Carlyle, Mubadara, and Prudential are shifting capital allocation toward defensive balance sheets and the fastest-growing asset class, private credit. While short-term market volatility is expected as corporations delay supply chain transformations, long-term strategies increasingly prioritize U.S. assets and emerging markets like India alongside massive infrastructure investments in AI energy and data centers. Panelists project that despite immediate headwinds from regulatory burdens and debt concerns, artificial intelligence will ultimately drive superior productivity growth compared to fiscal policy measures over the next decade.
- Milken Institute45 min
The Best of Both Funds: Public and Private Markets Outlook | Global Investors' Symposium Hong Kong
Chery Kang, Aaron Costello, Janet Perumal, Kevin Sneader, Howe Chung Wan
Global investors face a revised macroeconomic landscape characterized by downward GDP revisions, elevated recession probabilities, and a structural shift toward higher interest rates and fiscal activism. Amidst escalating trade tensions and geopolitical instability, market concentration risks in US tech giants have prompted recommendations to underweight equities in favor of non-US value sectors, private credit, and defensive hedge fund strategies. While artificial intelligence evolves from hardware to application-focused deployment, the prevailing directive emphasizes active portfolio management to neutralize passive index risks and prepare for potential volatility without abandoning market exposure.
- Milken Institute31 min
Global Debt Levels: Opportunity to Innovate | Finance Forum 2025
Matthew Aleshire, Avinash Persaud, Stacy Swann, Heiko Thoms
A panel of international economists and policymakers convened to address the critical intersection of record-high global public debt and the urgent need for climate resilience financing, highlighting how current debt frameworks stifle essential green investments. The discussion examined structural reforms in Germany, such as new debt rules exempting defense spending, alongside the growing dominance of private creditors in developing nations which complicates traditional resolution mechanisms like the Paris Club. Experts concluded that effective solutions require MDBs to expand capital bases, greater Chinese creditor participation, and the design of shock-absorbing debt instruments that capture long-term fiscal savings from climate adaptation.
- Milken Institute30 min
MacArthur Genius Raj Chetty Talks Economic Opportunity Creation | Global Conference 2024
Using anonymized tax data and social network analysis, researchers have identified that high-opportunity neighborhoods and "economic connectedness" between income groups are the primary drivers of upward mobility, contrasting sharply with the national decline where only 50% of children born in the mid-1980s now earn more than their parents. A randomized Seattle trial demonstrated that adding brokerage services to housing vouchers successfully moved over half of low-income families to these high-mobility areas, yielding an estimated $200,000 lifetime earnings increase per child for a mere 2% cost increase. While place-based investments and private sector partnerships in cities like Charlotte show promise, future policy efforts are expanding the voucher model to nine additional cities to systematically address the loss of talent and inequality affecting both social equity and innovation.
- Milken Institute53 min
Systems Finance for Sustainable Development | Global Conference 2024
Simon Winter, Jake Cusack, Rini Greenfield, Madhur Jain, Daniela Kandel, Jake Levine
A panel of public and private sector leaders convened to launch the Smallholder Action Coalition on Climate Adaptation, a multi-pillar initiative designed to coordinate finance and technology for one million farmers in climate-vulnerable regions like Bangladesh. The coalition leverages innovations from entities such as Varaha Ag and Evergreen to stack carbon sequestration with agricultural diversification, aiming to validate a business case that could eventually scale to five million farmers and mobilize one billion dollars. Financial experts emphasized that overcoming capital gaps requires blended finance structures and aggregation strategies to lower risk premiums and address the three-trillion-dollar shortfall in emerging market climate funding.
- Milken Institute1h 1m
Digital Media and Youth Mental Health | Global Conference 2024
Jacob Ward, Kenneth Cole, Bill Ready, Jennifer Siebel Newsom, Ashwin Vasan, Sherrie Westin
Experts and tech leaders are calling for federal regulation to address the digital toxin threatening adolescent mental health, noting that current industry incentives favor engagement over safety while parents struggle to act as the sole bulwark against online harm. With significant data linking increased screen time to rising anxiety and depression, proposed solutions include the Kids Online Safety Act, California's Age-Appropriate Design Code, and voluntary industry pledges like Pinterest's safety-first model that prioritizes well-being metrics over engagement. Although business leaders acknowledge the necessity of a regulatory floor to align financial interests with public health, the consensus remains that structural safeguards must be established to protect the developing brains of children before self-regulation or bans alone can solve the crisis.
- Milken Institute20 min
A Conversation with FIFA President Gianni Infantino | Global Conference 2024
FIFA President Gianni Infantino outlined a comprehensive strategy for the 2026 North America World Cup, targeting record-breaking attendance in NFL stadiums while urging a cultural shift in the United States to overcome terminology barriers and prioritize youth participation over pay-to-play models. He emphasized leveraging global connectivity to market the tournament, citing Lionel Messi's impact in Miami as a blueprint for attracting international fans and encouraging American colleges to redirect funds from traditional sports to soccer infrastructure. The presentation further detailed plans to expand the 2025 FIFA Club World Cup and accelerate women's soccer growth by addressing the disparity between the U.S. leading women's rankings and its current twenty-first position in men's global standings.
- Milken Institute28 min
Navigating an Evolving Global Landscape | IEFA's Annual Conference in Paris
Richard Ditizio, Marion Solletty
Global investor sentiment remains bullish as capital flows into U.S. markets driven by anticipated deregulation and the nation's deep liquidity, despite emerging concerns over sovereign debt sustainability and widening wealth inequality. Key policy debates focus on the incoming administration's "333 plan" to stimulate growth while managing risks posed by unregulated private debt and the borderless nature of the rapidly expanding cryptocurrency sector. Long-term investment trajectories are increasingly defined by demographic shifts between aging developed nations and youthful emerging markets, creating a complex backdrop for future fiscal resilience and geopolitical strategy.
- Milken Institute55 min
2025 Milken Institute Best Performing Cities Overview
Maggie Switek, Janet Cowell, Ben Nadolski
The Milken Institute ranked Raleigh, North Carolina, and Ogden-Clearfield, Utah, as the top two large U.S. metropolitan areas by balancing labor market data with community well-being metrics. Raleigh achieved this standing through a diverse economy anchored by life sciences and higher education, alongside strategic investments in green infrastructure and inclusive workforce training. Meanwhile, Ogden-Clearfield leveraged its defense and aerospace base, a culture of shared responsibility, and an equitable income distribution model to secure the number two spot while preparing for the 2034 Winter Olympics.
- Milken Institute17 min
A Conversation with New York Governor Kathy Hochul | Global Conference 2024
Kathy Hochul, Jonathan Capehart
Governor Hochul directed New York State to launch the Empire AI Consortium and designate Upstate a semiconductor workforce hub to secure $400 billion in private and public investments while expanding paid leave and mental health support for workers. The initiative pairs $275 million in state funding for a centralized supercomputer with $100 billion in Micron expansion incentives to create 50,000 jobs and integrate STEM curricula in underrepresented communities. Simultaneously, the administration urged institutions to preserve graduation schedules and cultivate collaborative student environments to ensure the future workforce can navigate diverse, high-tech industries without the erosion of essential workplace skills.
- Milken Institute36 min
Conversation with His Excellency Khaldoon Khalifa Al Mubarak | Middle East & Africa Summit 2024
Khaldoon Khalifa Al Mubarak, His Excellency Khaldoon Khalifa Al Mubarak, Michael Milken
Since its inception in 2004, Mubadala has expanded its assets under management from $50 million to $330 billion by evolving into a diversified global investor with a distinct strategic focus on direct private equity, third-party capital, and the newly launched AI-focused MGX platform. Driven by the UAE's consistent political stability and aggressive talent attraction policies, the institution aims to secure a top-three global economic position by 2025 while prioritizing high-growth sectors like artificial intelligence and life sciences in emerging markets. Looking ahead, Mubadala plans to fully integrate AI into all investment functions by late 2025 to outperform traditional sovereign benchmarks and maintain long-term returns comparable to leading global endowments.
- Milken Institute21 min
Building Markets of Tomorrow | Middle East and Africa Summit 2024
Jim outlines a paradigm shift where investment success depends on selecting differentiated business models with long-term tailwinds rather than relying on broad public indexing or predicting short-term economic transitions. As private markets expand to house 32,000 companies and capital flows converge with intellectual assets in regions like the GCC, the strategy must address evolving risks from interest rate volatility to the $120–150 trillion opportunity within the global energy transition. This approach emphasizes that future returns are determined by where investors begin and end, particularly as sovereign debt cycles and fragmentation drive a fundamental restructuring of global capital allocation.
- Milken Institute51 min
Credit Investors Taking the Reins | Middle East and Africa Summit 2024
Michael Piwowar, Sandeep Chandak, Michael Gross, Zia Uddin, Orla Walsh, Mike Pivovar
A panel of industry leaders outlined the divergent trajectories of global private credit markets, noting Asia's rapid expansion into a mature source of alpha while the U.S. market faces yield compression and systemic stress from high leverage in the upper-middle sector. Speakers detailed strategic shifts toward labor-intensive origination, specialized financing for infrastructure gaps, and the regulatory necessity of robust legal frameworks to protect investor interests. The discussion concluded that future success depends on diversified, multi-strategy approaches capable of navigating retailization risks and generating equity-like returns as the industry transitions from a double-digit return era to a more normalized competitive landscape.
- Milken Institute40 min
AI: A Multiplier or a Divider? | Middle East and Africa Summit 2024
Sarah Yaseen, Nicole Valentine, Prem Akkaraju, Kate Kallot, Rohan Patel, Grant Verstandig
Leading AI practitioners including Prem Sacharczyk, Kate Turrell, and Rohan Seth convened to analyze the projected $4.4 trillion capital influx into global sectors while debating strategic frameworks for ethical deployment and workforce adaptation. The panelists utilized historical figures to illustrate their visions for AI's role in balancing creative liberation against risks like asymmetric power and the erosion of junior skill acquisition. Ultimately, the discussion emphasized immediate self-regulation through sanitized data practices and infrastructure investment in emerging markets to mitigate potential harms while accelerating innovation in science and industry.
- Milken Institute15 min
Conversation with Health Dept Chairman HE Mansoor Ibrahim Al Mansoori | Middle East & Africa Summit
HE Mansoor Ibrahim Al Mansoori, His Excellency Mansoor Ibrahim Al Mansoori, James Bethell
The Abu Dhabi Department of Health is executing a strategic pivot from reactive sick care to proactive health management by integrating a unified data lake, the Malafi system, and a population-scale genomic program to predict and prevent non-communicable diseases. Under the leadership of Chairman Al Mansouri, this initiative combines artificial intelligence training for medical staff with the establishment of a licensed longevity clinic to optimize individual biology through lifestyle interventions. Backed by direct presidential support, the strategy aims to extend healthy lifespans and reduce long-term healthcare costs by addressing the 80% of health determinants derived from external factors rather than just treating medical symptoms.