Latest Interviews
Showing 211–225 of 1,442 transcripts.
Clear all filters- Milken Institute51 min
Unlocking Health Data | Global Conference 2025
Richard Lui, Ramin Bastani, David Feinberg, Deborah Kilpatrick, Hon Pak
A panel of healthcare leaders from Healthvana, Oracle Health, Sonder Capital, and Samsung discussed the shift from data-rich but information-poor systems to liquid, human-centric models that prioritize patient trust and interoperability. The group highlighted how AI tools are already reducing clinical burnout, improving predictive accuracy for long-term health events, and enabling dynamic consent mechanisms to protect patient ownership. Looking toward a decade-long horizon, the speakers anticipate a paradigm shift where quantum computing and decentralized care empower patients to manage their health through seamless data integration rather than relying solely on traditional specialist visits.
- Milken Institute1h 0m
Common Sense from Uncommon Investors | Global Conference 2025
Michael Milken, Victor Khosla, Marc Lipschultz, Robert F. Smith, Jonathan D. Sokoloff, Anne Walsh
On May 5, 2025, a panel of investment leaders including Anne, Jonathan, Robert, Mark, and Victor analyzed a geopolitical landscape upended by U.S. fiscal policy and trade shifts that have heightened market volatility and debt concerns. Despite these macroeconomic headwinds, the group highlighted robust opportunities within private equity, generative AI, and private credit, citing specific strategies such as expanding employee ownership, deploying "agentic" AI solutions, and providing stable capital for hyperscale infrastructure. The discussion concluded with a focus on governance and succession, emphasizing the necessity of shifting from short-term arbitrage to long-term value creation while mentoring the next generation of investment professionals to navigate structural market changes.
- Milken Institute46 min
The Next Generation of Investment Leaders | Global Conference 2025
Michael Arougheti, Todd Boehly, Michael Milken
On May 6, 2025, Ares' Michael Arrigetti and Eldridge's Todd Boley convened to discuss replicating Berkshire Hathaway's scale by building companies from scratch rather than acquiring existing ones. Their firms distinguished themselves through decade-long returns exceeding 67% for high-yield instruments and deep cultural investments in sectors ranging from private credit to sports franchises like the Baltimore Orioles and Los Angeles Dodgers. Both leaders project trillions in assets under management by leveraging undeployed capital, maintaining strict leverage discipline, and prioritizing long-term compounding over immediate financial necessity.
- Milken Institute28 min
A Conversation with the President of Paraguay H.E. Santiago Peña | Global Conference 2025
Under President Santiago Pena's leadership, Paraguay has secured a positive credit outlook from S&P Global and a diversified economy driven by industrial growth and renewable energy exports. The government's strict "no shortcuts" fiscal policy and simplified tax regime have stabilized currency and attracted major foreign investment, particularly from Brazil's manufacturing sector and global tech firms seeking data center connectivity. As the nation pursues OECD membership and expands trade agreements with the EU and UAE, it positions itself as a top-performing Latin American economy with significant potential for green hydrogen and digital infrastructure development.
- Milken Institute1h 1m
Things That Will Blow Your Mind | Global Conference 2025
Richard Sandler, JC Btaiche, Rowland Illing, Christyl Johnson, Jeb Terry, Crystal Johnson
Led by moderator Richard Sandler, a panel of industry leaders from NASA, FUSE, AWS, and Cosm explored the technological interdependencies required to achieve sustainable lunar habitation by 2040, commercial fusion energy within a decade, and AI-driven healthcare advancements. Speakers detailed critical innovations ranging from NASA's use of digital twins and inflatable habitats for Mars missions to FUSE's "Radiation as a Service" model and AWS's multimodal generative AI applications that accelerate biological discovery. The consensus emphasized that while government funding is necessary, scalable progress in space, energy, and health relies heavily on structured public-private partnerships to incentivize private capital and navigate the growing energy demands of these transformative sectors.
- Milken Institute25 min
A Conversation with GoldenTree Asset Management Founder Steven Tananbaum | Global Conference 2025
Steven Tananbaum, Ilana Weinstein, Stephen Tannenbaum
GoldenTree Asset Management, a $60 billion employee-owned firm founded by Stephen Tannenbaum, distinguishes itself through a disciplined credit strategy that has maintained top-quartile returns across 25 years despite an industry where 90% of assets are concentrated in just 10% of firms. The firm's longevity and lean 320-person structure are sustained by a promote-from-within culture that rigorously screens for critical thinking and resilience while rewarding capital actually in the ground rather than theoretical gains. As demand for alternative credit expands, GoldenTree leverages its specialized teams and transparent partnership model to project continued growth while adhering to a mindset that treats every fiscal year as a fresh competitive challenge.
- Milken Institute1h 0m
Strategies for Expanding Affordable Housing | Global Conference 2025
Jennifer Sondag, Stephen J. Cloobeck, Scott Epstein, Martin Muoto, Shane Phillips, Stephanie Rawlings-Blake
A high-stakes panel on California's housing crisis converges on the conclusion that a five-million-unit supply shortage, exacerbated by regulatory burdens like CEQA and restrictive zoning, necessitates urgent legislative and structural reform. Key figures including developer Martin and gubernatorial candidate Stephen Zake advocate for dismantling bureaucratic barriers, citing cost disparities between inefficient nonprofit construction and private sector models, while highlighting successful precedents in Cambridge and New Zealand. The discussion culminates in a strategic pivot toward public-private partnerships and single-family upzoning, arguing that aligning private capital with social impact is essential to resolve the workforce housing mismatch and lower costs for essential workers.
- Milken Institute59 min
US Economic Competitiveness in a Changing World | Global Conference 2025
Stephanie Flanders, Gary Cohn, Kevin McCarthy, Peter Orszag, Ruth Porat, Glenn Youngkin
Panelists project the U.S. economy will maintain long-term resilience driven by global reserve currency status and corporate investment, despite short-term fiscal strain and a macro-resilience decline caused by supply chain diversification away from China. To address structural deficits, the discussion emphasizes accelerating GDP growth through aggressive AI adoption, a nuclear energy revolution to power digital infrastructure, and tax policy extensions that prioritize domestic manufacturing over antitrust enforcement. Simultaneously, the administration faces a critical tension between strict immigration enforcement and the urgent need to attract global talent, a challenge highlighted by Virginia's $100 billion in recent corporate commitments and its pivot toward non-traditional workforce development pathways.
- Milken Institute1h 0m
Capital Markets 2025: Shaping and Scaling the Future | Global Conference 2025
Sonali Basak, Sumer Dewan, Jim Esposito, Viswas Raghavan, Seema Shah, Jeffrey Solomon
Panelists led by Seema Kenji analyze a structural macroeconomic shift where sovereign debt burdens have transferred to private sectors, creating a new environment characterized by the Trump administration's tariff and deregulation triad and a decade of anticipated high volatility. While market dislocations remain orderly and liquidity persists, regional dynamics are pivoting toward Asia as India and ASEAN emerge as critical growth engines and internal trading blocs. Looking forward, the consensus emphasizes corporate stress testing and long-term conviction in US assets, with technology and scenario analysis serving as primary drivers for navigating the upcoming period of fiscal dominance and reserve currency trust deficits.
- Milken Institute58 min
Balance Sheet: The US Government Budget and National Debt | Global Conference 2025
Josh Barro, Maya MacGuineas, Steven T. Mnuchin, Paul Ryan, Alan Schwartz, Phillip Swagel, David Malani
A panel of economic experts and former officials projected that U.S. deficits will reach 8% of GDP within four years, driven by expiring tax provisions, rising interest costs, and an inflexible entitlement system facing insolvency by 2033. While policy proposals ranging from Value Added Taxes to sovereign wealth funds were debated, participants warned that political gridlock and current IRS reductions will likely delay necessary structural reform until a market crisis forces action. The discussion highlighted a potential erosion of dollar hegemony due to rising borrowing costs and foreign diversification, urging the creation of a bipartisan fiscal commission with enforcement powers to prevent a long-term debt spiral.
- Milken Institute14 min
A Conversation with US Secretary of Education Linda McMahon | Global Conference 2025
Appointee Linda McMahon, drawing on her business leadership background, has launched federal investigations into universities over civil rights compliance while initiating a strategic plan to dismantle the Department of Education by shifting authority to states and families. This agenda includes increasing charter school funding, integrating artificial intelligence into curricula, and prioritizing workforce development to reduce reliance on four-year degrees. Although the full elimination of the department requires congressional approval, the current administration has already cut major data collection budgets and redirected resources toward parental choice and local control.
- Milken Institute58 min
Algorithms to Outcomes: AI's Impact in Finance | Global Conference 2025
Gregory Zuckerman, Andreas (Andy) Kreuz, Daniel Morillo, Katrina Paglia, Umesh Subramanian, Michael Zeltkevic
Representatives from Marsh McLennan, Citadel, Pantera Capital, Freestone Growth Partners, and Roquan convened to discuss how their firms are integrating AI into both quantitative and discretionary investment workflows. The panel detailed tangible efficiency gains, such as reduced due diligence times and enhanced unstructured data analysis, while cautioning against overfitting risks and the loss of junior talent development. Ultimately, the speakers characterized the current technology as merely the "base of the mountain," emphasizing a strategic shift toward "man-plus-machine" systems and robust operational controls rather than full automation.
- Milken Institute57 min
Macroeconomic Outlook | Global Conference 2025
Gregory Zuckerman, Khalid Al-Falih, André Esteves, Karen Karniol Tambour, Kathryn Koch, Ron O'Hanley
Leading financial experts analyze the convergence of political volatility, trade uncertainty, and shifting geopolitical alignments that are driving a global reevaluation of U.S. exceptionalism and prompting investors to diversify into Asian markets, the UK, and the Middle East. The panel highlights critical macroeconomic headwinds, including a "baked-in" recession risk and a Federal Reserve constrained by tariff-induced inflation, which are forcing a repricing of Treasury yields and exposing vulnerabilities in risk assets. Amidst these challenges, private credit emerges as a vital, though stress-tested, innovation for risk dispersion, while advocates for conservative lending strategies and active management position themselves to capitalize on the expected rise in defaults and liquidity dislocations.
- Milken Institute51 min
Author Talk: Jonathan Haidt, "The Anxious Generation" | Global Conference 2025
Jonathan Haidt, Jennifer Siebel Newsom, Conrad Kieschel
At the Milken Institute Global Conference, social psychologists Jonathan Haidt and California First Lady Jennifer Siebel Newsom addressed the youth mental health crisis by identifying the 2012 shift to smartphones as the primary driver of surging depression, anxiety, and social skill atrophy among teenagers. They advocated for four specific policy norms—delaying smartphone access until high school, mandating phone-free schools, raising the age of internet adulthood to 16, and promoting unsupervised free play—to counter the addictive designs of tech giants and facilitate proper neurodevelopment. The session concluded with a call for collective community action and a "mother's rebellion" to enforce these boundaries, aiming to restore physical interaction and resilience for future generations.
- Milken Institute20 min
Investment, Art, & Cultural Impact: Conversation with Babyface & Sherrese Clarke | Global Conference
Babyface, Sherrese Clarke, Kenneth "Babyface" Edmonds, Ayesha Rascoe, Aisha Rasko
Legendary producer Babyface and Harborview CEO Cherise Clark discussed a divergent investment philosophy in the music industry, contrasting Babyface's slow-growth instincts with Harborview's data-driven strategy that targets under-penetrated global markets and specific demographic segments. This approach prioritizes diversified, high-yielding assets across genres like Latinx streaming and legacy heavy metal to achieve double-digit returns while mitigating risk through quantitative analysis rather than personal bias. The panelists concluded that despite technological advancements in streaming and AI, long-term value remains anchored in the irreplaceable human emotion of creative works and the need to view genre labels as commercial rather than artistic barriers.