Latest Interviews
Showing 1501–1515 of 5,336 transcripts.
Clear all filters- Goldman Sachs36 min
Bain Capital’s David Gross on global opportunities and private equity’s evolution
Bain Capital Co-Managing Partner David Gross outlined a bullish macro strategy targeting Japan's fragmented buyout market, Germany's divestiture wave, and India's stabilizing governance structure while leveraging a dedicated macro team to identify investable themes. To sustain competitive advantage, the firm is scaling its operational capabilities with 130 value creation professionals and deploying a venture arm to integrate disruptive technologies like AI across its portfolio. This approach, underpinned by Bain's private partnership model and disciplined valuation entry, has enabled distribution yields exceeding 30% in North America and positions the firm to navigate current cyclical lows toward a recovery in deployment and liquidity.
- The Economist20 min
Right down: Le Pen barred
Le Pen, Rosie Bloor, Sophie Pedder, Callum Williams, Anne Rowe
A Paris criminal court banned Marine Le Pen from future elections for five years due to embezzlement, effectively removing her from the 2027 presidential race and plunging the National Rally into strategic uncertainty. Concurrently, a separate report highlights sustained rental inflation across wealthy nations driven by migration and supply shortages, while acknowledging that these costs have likely peaked despite remaining high. Finally, the obituary section honors Oleg Gordievsky, the high-ranking KGB officer who successfully defected to MI6 in 1985 after covertly gathering intelligence for decades.
- Sequoia Capital1h 11m
Why CRM Needs an AI Revolution, with Day.ai Founder Christopher O’Donnell
Christopher O'Donnell, Pat Grady
Christopher O'Donnell, the former architect behind HubSpot's billion-dollar CRM growth, is launching Day.ai to replace manual data entry with an AI-native system that decompresses customer interactions into high-fidelity natural language records. By balancing autonomous automation with user oversight, the company targets the enterprise CRM market's $10 billion ARR potential while avoiding the risks of fully self-driving data models. The product's development strategy relies on direct customer engagement and a "slow is smooth" philosophy to ensure the system of record remains robust before scaling.
- Milken Institute37 min
Driving Transformational Change in Finance | Global Investors' Symposium Hong Kong 2025
Kevin Lu, Marc Antaki, Timothy Reese
Kevin Liu moderated a panel with Tim of the Pennsylvania Municipal Retirement System and Mark of Mubadala to discuss how major institutional investors are leveraging long-term horizons and private market exposure to navigate macroeconomic volatility. The executives detailed strategic shifts toward emerging sectors like AI infrastructure and royalty assets while utilizing diversified portfolio constructions to mitigate risks from inflation and geopolitical instability. By prioritizing on-the-ground intelligence in Asia and adopting multi-scenario planning, these firms aim to transform unforeseen global challenges into catalysts for structural outperformance.
- Goldman Sachs26 min
How Robin Hood CEO Rich Buery is addressing NYC’s rising poverty rates
Rich Buery, Richard Buery, Tony Pasquariello
The Robin Hood Foundation addresses New York City's rising poverty rate, which has surged to 25% due to expiring pandemic benefits and rising living costs, by deploying a $129 million investment strategy in 2024. This approach combines direct funding for high-impact interventions like the CUNY ASAP program with advocacy for systemic changes and the exploration of AI solutions to expand economic opportunity. Led by CEO Rich Beery, the organization utilizes evidence-based research and public-private partnerships to prioritize early childhood education and policy reforms that yield measurable long-term societal benefits.
- Goldman Sachs9 min
Can US equities rally again?
Market strategist John Flood identifies April 2nd as a critical clearing event poised to unlock trading activity from frozen hedge funds and asset managers following a March sell-off that targeted recent U.S. positions in financials and industrials. This anticipated catalyst coincides with a potential $25 billion pension rebalancing flow and a compressed buyback blackout for corporations, while investor sentiment shifts as retail re-engagement and potential CTA short-covering create upward momentum toward the S&P 500's 200-day moving average. Despite ongoing risks from upcoming tariff announcements and overvalued consumer staples, Flood maintains an optimistic outlook that the market's highest velocity de-risking is complete, leaving risk skewed to the upside.
- The Economist23 min
Shock and war: Myanmar junta exploits quake
Donald Trump, Rosie Bloor, Su Lin Wong, Anton LaGuardia, Lizzie Pete
Amidst a devastating earthquake in Myanmar, the ruling junta has intensified airstrikes and blocked humanitarian aid to populations outside its control, resulting in a confirmed death toll of 1,700 that officials fear will rise significantly due to restricted information access. Simultaneously, the US administration has ended over eighty years of global broadcasting by shutting down Voice of America and related networks, a move praised by authoritarian regimes like China and Russia as it eliminates platforms exposing human rights abuses in regions such as Xinjiang. In a separate development, the 2025 Economist Glass Ceiling Index revealed that while Sweden has reclaimed the top spot for gender equality, the United States continues to lag due to a lack of federally mandated parental leave and high childcare costs, despite record highs in women's parliamentary representation in nations like Britain and Japan.
- Milken Institute42 min
Global Overview | Global Investors' Symposium Hong Kong 2025
Olivia Siong, Eric Anziani, Keyu Jin, Christian Stracke, Ke Yu
Panelists from PIMCO and industry leaders projected a cooler global economic trajectory for 2025–2026 while analyzing China's strategic pivot toward technological self-reliance amid real estate debt risks. The discussion highlighted a decisive regulatory shift in the United States, which reclassified Bitcoin as a strategic reserve asset and fostered a competitive race in Asia for digital currency infrastructure. Furthermore, speakers warned of a bifurcating geopolitical landscape that threatens debt sustainability while predicting a future convergence between blockchain settlement layers and agentic AI systems.
- All-In Podcast1h 28m
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
Gavin Baker, Chamath, Friedberg, Jason Calacanis
CoreWeave's $1.5 billion IPO at a $23 billion valuation highlights a strategic shift by Nvidia to fragment the hyperscaler oligopoly through "neo-cloud" partners capable of managing high-difficulty GPU clusters. This market evolution is driven by the complex transition to Blackwell architecture, which necessitates liquid cooling and infrastructure upgrades, while agentic AI promises to unlock high-skill automation pending compute availability. Concurrently, the Trump administration faces scrutiny over geopolitical tensions with China, a controversial tariff-and-tax fiscal plan, and security lapses in communications and deportation protocols involving sensitive international operations.
- 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.
- Y Combinator21 min
What Founders Can Do To Improve Their Design Game
Raphael Schad argues that successful startups require the intersection of design, business, and technology, urging designers to learn coding to bridge the gap between concept and execution. His startup Cron exemplifies this approach, having evolved into Notion Calendar following an acquisition that validated the power of founders who can build their own product visions. As artificial intelligence reshapes product categories, Schad emphasizes that the ability to create interactive prototypes and understand technical constraints remains a critical competitive advantage for modern founders.
- The Economist26 min
Whack of all trades: America’s economy
Jason Palmer, Simon Rabinovich, Sarah Larniuk, Oleg Tsenkoltadze, Lyudmila Mironenko, Kate Mikluka, Andrew Miller
Amidst record economic uncertainty driven by President Trump's imminent tariff announcements, small businesses face paralysis while the auto industry risks severe disruption from new protectionist measures. In parallel, Japan continues its extensive non-military support for Ukraine through reconstruction grants, workforce retraining, and cultural preservation initiatives that have helped sustain 4% economic growth despite the war. Meanwhile, the viral success of the Netflix series "Adolescence" has intensified global debates on the impact of toxic online cultures and generational disconnects in addressing male violence against women.
Inside Varda’s Space Factory | Delian Asparouhov, Founders Fund & Varda
Varda Aerospace has transitioned from an MVP demo to a high-cadence manufacturing operation, securing its first major revenue recognition with a commercial-pharmaceutical mission and launching a dedicated Department of Defense contract. Founders Fund co-founder Delian Liu projects an aggressive schedule of monthly launches and landings while leveraging Rocket Lab's platform to focus engineering resources on re-entry vehicles and drug reactors. The company currently operates a 60,000-square-foot facility in El Segundo with 115 employees and is navigating complex regulatory hurdles by targeting landing zones in Australia to bypass US military range scarcity.
- Milken Institute28 min
Is Hong Kong Back? | Global Investors' Symposium Hong Kong 2025
Emily Chan Tan, Goodwin Gaw, Oliver Weisberg
Hong Kong leverages its Linked Exchange Rate system and a tax-efficient business environment to attract global capital despite a real estate sector navigating high interest rates and a slowing local economy. The region is strategically evolving as the financial gateway within the $2 trillion Greater Bay Area, utilizing cross-border infrastructure to integrate with mainland hubs like Shenzhen and Beijing while seeing a reversal of recent capital outflows. With institutional investors returning due to deep talent pools, unique lifestyle amenities, and a resurgent IPO market, the city maintains its status as a resilient financial center that effectively mitigates geopolitical perceptions through economic pragmatism.
- The Economist22 min
You spin me right round: Europe’s populists reckon with Trumpism
Jason Palmer, Sophie Petter, Nicholas Pelham
European right-wing leaders like Giorgia Meloni and Marine Le Pen are navigating a strategic split between their initial political alignment with Donald Trump's re-election and the reality of American isolationism clashing with European security needs and domestic public opinion. Simultaneously, escalating US military strikes in Yemen continue to fail in reducing Houthi operational capacity while hardening the group's stance on regional negotiations and risking broader Persian Gulf conflict. In a separate sector, the Christian entertainment industry is leveraging lower production costs and a demand for morally uplifting narratives to expand rapidly on streaming platforms, prioritizing economic profitability over strict biblical adherence.