Latest Interviews
Showing 1516–1530 of 2,108 transcripts.
Clear all filters- Milken Institute1h 1m
Closing the Clean Energy Investment Gap
Greg Dalton, Andrew Chung, Lynn Jurich, Andy Karsner, John Woolard
A diverse panel of industry leaders and policymakers converges to address a projected $30 to $44 trillion global investment gap in energy infrastructure while debating the optimal balance between distributed solar, centralized grids, and nuclear power. Key figures including John Woolard, Lynn Jurich, and Andrew Chung identify inconsistent regulatory frameworks and the "bait-and-switch" tactics of Public Utility Commissions as primary deterrents to private capital, urging the adoption of standardized green bond definitions and new financial vehicles to mobilize sovereign wealth funds. The discussion concludes with a consensus that scaling existing technologies through hybrid grid models and leveraging international capital markets is more immediately critical than relying solely on early-stage "moonshot" research to achieve decarbonization targets.
- Milken Institute1h 1m
Are You Investing in the Workforce of Tomorrow or the Workforce of Yesterday?
Gregory Cappelli, Jared Bernstein, David Burstein, Edith Cooper, John Donovan, Seth Harris, Greg Capelli, John Aucott, Jr., Mike Milkinson, Serena Ross
Moderated by Greg Capelli, a diverse panel of experts from the U.S. Department of Labor, AT&T, and Goldman Sachs debates whether a genuine skills gap exists or if the issue stems from poor employer preparation and outdated hiring models. Participants cite AT&T's successful reskilling initiative and Goldman Sachs' cultural pivot as evidence that defining roles by competency rather than job title can drastically improve retention and adaptability among millennial workers. Despite these corporate successes, the discussion concludes that systemic challenges like the gig economy's shift of training costs to individuals and automation threats to low-skill sectors require new policy frameworks and a fundamental rethinking of benefit structures.
- Milken Institute1h 0m
Discovering Value in Turmoil
Gregory Zuckerman, Glenn August, John Calamos Sr., Matthew James, Matthew Natcharian, Anne Walsh
Market participants identify China's structural economic transition, European banking instability, and regulatory-driven liquidity erosion as primary drivers of future volatility and asset dislocation. In response to these systemic risks, investors are shifting toward defensive asset allocation strategies, including increased cash reserves, high-yield credit, and collateralized loan obligations, while avoiding equities in a projected low-growth, low-inflation environment. The consensus outlook foresees continued secular stagnation rather than an immediate recession, prompting a focus on generating alpha through sector-specific dislocations in energy and shipping rather than broad market beta.
- Milken Institute58 min
Filling the Mid-Market Financing Gap
Staci Warden, Michael Arougheti, André Bourbonnais, Bilal Rashid, Brian Reynolds, Steven Sugarman, Stacey Worden, Mike Arrigetti
Panelists from major firms including Aries Management, PSP Investments, and the Bank of California discussed the mid-market's critical role in U.S. job creation following a structural shift where regulatory changes like Basel III forced large banks to exit leveraged lending. This disintermediation has driven institutional investors to deploy over $1 trillion in private debt capital, with regional banks adopting shadow banking models to fill the void left by systemically important institutions. While the sector currently offers strong covenant protection and floating-rate benefits, experts warn that leverage thresholds exceeding 4.5x and stress in energy and mining sectors could precipitate a default cycle by 2018 despite an otherwise resilient outlook.
- Milken Institute1h 1m
The Transformation of Finance: Technology's Impact on Wall Street
Larry Tabb, Corrie Elston, Adena Friedman, Daniel Nadler, David M. Siegel, Jackson Mueller
Hosted by Larry Tabb, a panel of industry leaders including Corey Elston, Dan Nadler, David Siegel, and Adina Friedman examines how automation, artificial intelligence, and cloud computing are reducing Wall Street's headcount by an order of magnitude while shifting the workforce toward data scientists. The experts predict that while blockchain and machine intelligence will not eliminate traditional banks, they will force a structural evolution where institutions transition from proprietary trading to value-added services and operate with significantly higher operating leverage. Ultimately, the convergence of these technologies aims to eliminate capital inefficiencies and rent extraction, creating a financial ecosystem where the cost of market exposure approaches zero through democratized access to sophisticated algorithmic tools.
- Milken Institute1h 6m
The Age of Asset Management: Harbinger of Stability or Chaos?
Tracy Alloway, David Hunt, Jim McCaughan, Hilda Ochoa-Brillembourg, Ronald O'Hanley, Nouriel Roubini
Experts including Jim McCaughan, Hilda Ochoa-Brillemburg, and Nouriel Roubini analyze how post-crisis re-regulation has shifted global capital flows from bank-dominated systems to asset managers, creating a structural disconnect between macro liquidity and market execution. This transition has fostered a liquidity paradox where ETFs and algorithmic trading amplify volatility while the correlation between equities and bonds inverts, forcing active managers to seek alpha in illiquid sectors like emerging markets. Ultimately, the panel concludes that investors must adjust return expectations downward and that future systemic risks stem primarily from political balkanization, cyber threats, and the need for multilateral institutional reform to sustain global capital mobility.
- Milken Institute1h 1m
Monetizing Mobile: Transforming Behavior into Bottom-Line Results
Kara Swisher, Andrew Appel, Carolyn Everson, Jenny Lee, Spencer Rascoff, Sam Yagan
Mobile adoption has reshaped global commerce, with revenue now comprising 82% of major platforms while traditional incumbents struggle against daily disruptors in an economy where users focus on just four apps. China's advanced market distinguishes itself through diverse monetization waves like virtual tipping and mobile real estate, contrasting with the U.S. walled gardens by leveraging open ecosystems and context-aware, location-based services. Experts predict the future will rely on breaking data silos to connect social and physical retail, driven by the dominance of mobile video, the commercial maturation of augmented reality, and voice-activated assistants.
- Milken Institute1h 3m
The Search for Cures Leads to Silicon Valley
Lindy Fishburne, Linda Avey, Noah Craft, Lloyd Minor, Asha Nayak, Lisa Suennen, Asha Rogers, Martha Minow, Male Speaker 2, Brody
Hosted by Lindy Fishburne, a panel of leaders from Intel, Stanford Medicine, 23andMe, and Science 37 discussed the strategic shift from reactive sick care to proactive precision health through decentralized data models and consumer engagement. Initiatives such as Intel's Collaborative Cancer Cloud, Stanford's genomic-phenotypic integration, and Science 37's patient-centric trials aim to dismantle data silos while accelerating drug discovery and increasing trial diversity. The dialogue further emphasized that sustainable innovation requires overcoming reimbursement barriers and establishing patient data sovereignty to enable real-world evidence generation.
- Milken Institute1h 1m
Japan: Finding a Path to New Growth
Kotaro Tamura, William Haseltine, Daisuke Iwase, Hideaki Ohmura, Scott Sato, David Shaywitz, Katherine White, Ian Epstein, Hirotaka Yoshino
A comprehensive analysis of Japan's current economic landscape examines the Bank of Japan's negative interest rate policy in conjunction with labor shortages and demographic shifts driven by a super-aging society. Key stakeholders, including LifeNet Insurance's Daisuke Iwase and major staffing CEO Scott, discuss the regulatory tensions between monetary stimulus and capital requirements while highlighting structural reforms in women's workforce participation and guest worker immigration. The event further outlines Japan's strategic pivot toward technological leadership in elder care, regenerative medicine, and hydrogen energy as potential blueprints for addressing similar global challenges in Europe and the United States.
- Milken Institute1h 1m
Africa: Understanding Its Unique Value Proposition
Helima Croft, Samit Gehlot, Bassim Haidar, Yvonne Ike, Jay Ireland, Sena Torres, Amir El, Ruben Brigetti, Aubrey Ruby, Susanna Amos, Clever Gatete, Jeff Herbst
Panellists argue that Africa's economic narrative has shifted from a monolithic "rising" trend to a heterogeneous landscape where policy-driven leaders in Rwanda and Côte d'Ivoire have outperformed commodity-dependent giants like Nigeria and South Africa. The discussion highlights how international institutions and the US often fail to adapt to local realities due to rigid models and risk aversion, while China's capital-heavy approach and Africa's rapid mobile technology adoption offer alternative growth vectors. Ultimately, sustainable development depends on regional integration, infrastructure investment, and the diversification of economies away from extractive industries to absorb the continent's exploding youth demographic.
- Milken Institute1h 0m
The Art and Science of Polling
Mollyann Brodie, Jon Cohen, Michael Dimock, Alex Lundry, Margie Omero, Molly Ambroti
A panel of polling experts and campaign strategists analyzed how modern data science and media dynamics reshaped the 2016 election, noting that traditional models failed to predict Donald Trump's rise until online metrics and social media sentiment captured his "black swan" status. While Republican voters were driven by divisive rhetoric and fear, the discussion highlighted a methodological revolution where machine learning and aggregated diverse data sources replaced outdated telephone surveys to identify unarticulated voter preferences. The event concluded by emphasizing that despite industry challenges with response rates and public trust, polling remains an essential democratic check against punditry by validating the broader electorate's mandate.
- Milken Institute1h 1m
New Wave Giving: How the Next Generation of Philanthropists Is Rethinking the Model
Melissa Stevens, Matt Dalio, Leili Gerami, Justin Rockefeller, Cameron Saul, Darius Baxter
Driven by an estimated $27 trillion wealth transfer and complex global challenges, modern philanthropy is shifting from traditional grant-making toward scalable hybrid models that integrate for-profit mechanisms with social impact goals. Key figures like Matt Dalio, Cameron Saul, and Lely Jarami exemplify this evolution by leveraging supply chains, consumerism, and media platforms to address poverty and access issues while the Rockefeller Brothers Fund and new family office networks prioritize data-driven metrics over anecdotal evidence. This movement emphasizes intergenerational legacy and cross-border collaboration, positioning moral investment and early entrepreneurial engagement as central strategies for solving intractable problems through market-based solutions.
- Milken Institute1h 15m
Real Estate: Where Are Prospects Rising and Falling?
Maria Bartiromo, Barry Blattman, Victor Coleman, David Simon, Michael Weil
Industry leaders characterize the current real estate cycle as stable and leveraged-conservative, driven by a strategic pivot from short-term trading to long-term ownership as Asian and Middle Eastern capital flows increasingly favor equity stakes in U.S. trophy assets. While new supply creates localized oversupply risks in urban cores like New York and San Francisco, the market demonstrates resilience through disciplined underwriting and a distinct shift where technology giants and international investors prioritize physical space as a critical talent acquisition tool rather than operational overhead. Looking ahead, participants warn that future value creation will rely on operational efficiency and asset management to navigate political uncertainties and a transition away from interest-rate arbitrage, even as emerging markets like Brazil offer deep value opportunities for diversification.
- Milken Institute57 min
Building a Culture of Innovation
Willow Bay, Robert Kegan, Scott Neal, Susan Santiago
Research on Decurion, NextJump, and Bridgewater identifies Deliberate Developmental Organizations as entities that hardwire personal growth into daily work to achieve high performance, a model exemplified by Gulfstream's cross-industry technology transfers and Hyatt's global "Design Thinking" initiatives. These companies replace traditional performance metrics with "practice" cultures that view failure as a learning resource, utilizing empathetic hiring processes to prioritize emotional intelligence and humility over technical perfection alone. By balancing high challenge with high support, these organizations successfully dismantle fixed mindsets, enabling continuous innovation while addressing critical diversity goals such as Hyatt's "Women at Hyatt" initiative to correct C-suite gender disparities.
- Milken Institute1h 1m
Stewards of the Game: The Business Leaders Behind Major Sports
Michael Milken, Wesley Edens, Brian France, Bobby Kotick, Robert Kraft, David Stern, Wes Edens
A diverse panel of sports executives, including Wes Edens, Brian France, Robert Kraft, and David Stern, outlined significant capital investments and strategic shifts across the Milwaukee Bucks arena project, NASCAR's charter system, and the explosive growth of the esports sector. These leaders highlighted a transition toward franchise stability, private financing models, and the integration of emerging digital media to drive revenue and global engagement, with specific projections that esports viewership could reach 500 million within five years. By emphasizing the critical roles of data analytics, talent acquisition, and emotional community connection, the group concluded that future sports valuations will rely heavily on adaptability to changing media landscapes and the ability to foster deep fan loyalty.