Latest Interviews
Showing 2266–2280 of 5,336 transcripts.
Clear all filters- Milken Institute22 min
A Conversation with OpenAI COO Brad Lightcap | Global Conference 2024
OpenAI is accelerating enterprise adoption through strategic partnerships with entities like Stack Overflow and major publishers while demonstrating tangible operational efficiencies, such as Klarna's reduction of support ticket resolution times by 82%. Despite rapid integration into 92% of Fortune 500 companies, leadership warns that energy supply chain constraints and regulatory caution pose significant hurdles to scaling the infrastructure required for future multimodal models. The organization is shifting toward an iterative deployment strategy to smooth the transition from text-based tools to collaborative AI teammates, aiming to foster workforce familiarity while mitigating the risks of insufficient economic growth.
- The Economist30 min
Starming victory: Labour sweeps to power
Sir Keir Starmer, Rosie Bloor, Ed Carr, Duncan Robinson, Catherine Nixie, Matthew Holhouse
Sir Keir Starmer's Labour Party secured a historic landslide victory, ending fourteen years of Conservative rule by winning approximately 410 seats while Rishi Sunak conceded defeat and former Prime Minister Liz Truss lost her seat. The new administration immediately faces the challenge of governing within a restrictive fiscal framework while pursuing economic growth through planning reform, a green transition, and stabilized EU relations. As Starmer prepares for a ceremonial transition with the King and an urgent cabinet formation, the government aims to restore international reliability despite a governing style characterized as cautious and technocratic rather than populist.
- All-In Podcast1h 23m
Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship
Kamala, Jason, Friedberg, Chamath Palihapitiya
Following a contentious debate that triggered a surge in support for Kamala Harris, President Biden faces intense pressure regarding his cognitive fitness while the Supreme Court delivers landmark rulings on presidential immunity and the end of the *Chevron* doctrine. Legal experts and commentators warn that replacing Biden with an untested successor during heightened global conflicts with Russia could prove dangerous, even as the court's decisions in *Loper Bright* and *Trump v. United States* reshape the balance of power between the administrative state and the judiciary. Amidst these political and legal shifts, the upcoming All-In Summit aims to convene industry leaders to discuss the future of media, artificial intelligence, and the evolving landscape of American enterprise.
- Milken Institute59 min
The Promise and Pitfalls of Private Equity | Global Conference 2024
Mark Thierfelder, Joe Baratta, Anne-Marie Fink, Patrick Healy, Jonathan D. Sokoloff, Pete Stavros
In a session highlighting the private equity sector's adaptation to post-2022 market volatility, leaders from Blackstone, KKR, and Hellman & Friedman detailed their strategic pivots toward longer holding periods and operational value creation amid elevated credit costs. To address liquidity constraints and shifting investor expectations, these firms are increasingly utilizing continuation vehicles, expanding into retail capital channels, and reforming stakeholder models to unlock value from the 90% of companies that remain private. The panelists concluded that while public market exits remain constrained, structural advantages in governance and targeted infrastructure investments will drive future growth as the industry transitions from a traditional buy-sell model to a sustained ownership framework.
- The Economist50 min
1. 1968 - Born to be wild
John Priddow, Chuck Hagel, Thomas Vallely, Margot Alexander, Kit Back, Fry Gillyard, Bill Baxley, James Baker, Richard Smith, Roger Ebert
The podcast "Boom!" investigates how the 1940s birth cohort, possessing unique historical advantages from World War II and the Cold War, has maintained a disproportionate grip on US political power while navigating a trajectory from 1960s idealism to current polarization. Host John Piddington and featured figures like Chuck Hagel, Kit Back, and Frye Gillyard trace the 1968 fracture of political consensus caused by the Vietnam War, civil rights upheaval, and the assassinations of Robert Kennedy and Martin Luther King Jr. to explain the enduring partisan divides that now characterize the American presidency. Ultimately, the series argues that this generational legacy, defined by competing narratives of healing versus exploitation, has resulted in a modern political stalemate dominated by aging leaders.
- The Economist23 min
Leader of the package: Amazon turns 30
Rosie Bloor, Guy Scriven, Lena Shipper, Josh Spencer
At its 30th anniversary, Amazon surpassed a $2 trillion market cap while facing intensified antitrust litigation from the US Federal Trade Commission over its dominant retail and cloud positions. Simultaneously, India's National Testing Agency suspended its head and ordered retests for millions after a medical entrance exam scandal revealed massive cheating that exposed deep social mobility gaps. In a separate economic shift, China's durian imports from Southeast Asia tripled to $7 billion, transforming the fruit into a luxury commodity while raising geopolitical concerns regarding trade dependency.
- Milken Institute32 min
A Conversation with Issa Rae & Sherrese Clarke Soares | Global Conference 2023
Issa Rae, Sherrese Clarke Soares, Ari Melber
Harborview Capital, in partnership with Apollo Global Management, leverages a "content is queen" thesis to direct up to $1 billion toward media assets led by people of color, specifically targeting Black women and diasporic communities in Newark, New Jersey. Issa Rae and Charisse Clark-Soros discuss a seismic industry shift where creators are reclaiming ownership and demanding data transparency to replace the opaque metrics of streaming platforms. The dialogue underscores a strategic pivot toward hyper-local authenticity, arguing that specific, culturally rooted storytelling drives global engagement and justifies redirecting capital to diverse entrepreneurs.
- Milken Institute1h 0m
Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | Global Conference
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci, Steven T. Mnuchin
On May 8, 2024, the Milken Institute convened a panel featuring Treasury Secretary Steven Mnuchin, investor Brad Jacobs, and advocate John Hope Bryant to propose structural reforms that reconcile free enterprise with closing the wealth gap. The group outlined specific legislative and private-sector solutions, including the "Invest America Birth Account" to seed universal child savings and the Retirement Savings for Americans Act to automatically enroll workers in retirement plans. These initiatives aim to mitigate retirement insecurity and promote financial literacy by 2026, leveraging contributions from high-net-worth donors and private equity firms while avoiding wealth taxes that could stifle innovation.
- The Economist22 min
Degree programme: stopping heat deaths
Jason Palmer, Rosie Bloor, Rachel Dobbs, Mark Johnson, Annie Crable
Record global heatwaves have exposed severe climate inequalities, prompting urgent adaptation measures such as worker protections and cooling infrastructure to address disproportionate risks for low-income populations and the elderly. Concurrently, a major demographic shift in international higher education sees Indian students overtaking their Chinese counterparts as the primary growth engine, fundamentally altering tuition revenue models and immigration policies in the US and UK. In the consumer goods sector, a rapidly expanding $6.6 billion market for full-body deodorants is challenging traditional hygiene norms, driving sales through anxiety-inducing marketing while raising medical concerns regarding the safety of applying fragrances to sensitive skin areas.
- Goldman Sachs18 min
Taking stock: Can the US rally continue?
Goldman Sachs U.S. Equity Strategist David Kostin raised the firm's year-end S&P 500 target to 5,600, citing resilient earnings expectations despite the index's heavy reliance on just five AI-driven stocks that accounted for 60% of year-to-date gains. While forward valuations remain near historic highs at 21 times earnings, Kostin projects a slight multiple compression to 20.5 times as market participants pivot from AI euphoria to scrutiny over the timing of revenue realization in upcoming earnings reports. The outlook further incorporates potential election-related volatility and tariff uncertainties, with the primary downside risk identified as a rapid valuation correction if AI investment returns fail to materialize alongside robust corporate share repurchase demand.
- Milken Institute38 min
Countering Warning Signs | Global Conference 2024
Josh Barro, Mark Lindbloom, Raymond McGuire, Asutosh Padhi, Seema Shah, Jeffrey Solomon, Ray McGuire
Panelists led by Jeffrey Solomon and Ray McGuire conclude that structural shifts such as deglobalization and domestic infrastructure spending will sustain a "higher for longer" rate environment with nominal yields stabilizing between 4.25% and 4.75%. While consumer spending remains bifurcated with resilient high-income earners and distressed lower-income households, the economy continues to absorb higher costs due to robust corporate balance sheets and productivity gains driven by technology. Ultimately, investors must recalibrate valuations to account for persistent inflation and tail risks, recognizing that the labor market serves as the primary indicator before a potential systemic downturn or prolonged expansion occurs.
- The Economist24 min
Rule and divide: Donald Trump is judged immune
Donald Trump, Rosie Bloor, Jason Palmer, Stephen Mazey, Katrine Braig, Nicole Phan
The U.S. Supreme Court issued a 6-3 ruling granting former President Donald Trump partial immunity from federal prosecution for official acts, a decision critics warn may establish a monarch-like "president for life." Concurrently, scientists are debating polar geoengineering projects to halt ice sheet melting, though experts predict these extreme interventions will fail due to logistical impossibility and high environmental risks. Meanwhile, the iconic Hoi Fong Sriracha brand faces prolonged production halts stemming from a 2017 supply dispute, prompting consumers to switch to competitors while the rancher who supplied the chili launched a rival product.
- Sequoia Capital55 min
Zapier’s Mike Knoop launches ARC Prize to Jumpstart New Ideas for AGI | Training Data
Mike Knoop, François Chollet, Sonya Huang, Pat Grady
Zapier CEO Mike Knoop leveraged AI to transform template production from 10 to 1,000 daily while introducing the ArcPrize to challenge the industry's reliance on scale by demanding systems that generalize new tasks with minimal compute. This competition enforces strict no-internet and low-compute rules to force breakthroughs in algorithmic reasoning, aiming to reach a 85% benchmark score that would define true Artificial General Intelligence. Knoop argues that solving this efficiency-based hurdle is essential to overcoming current AI limitations and shifting policy away from speculative fears toward evidence-based innovation.
- Milken Institute1h 1m
Institutional Investors: Staying the Course or Catching the Wave | Global Conference 2024
Christopher Ailman, Amy Diamond, Allison Hill, Molly Murphy, Bei Saville, Liz Tulach
Five female Chief Investment Officers from Boeing, QIC, Advance Family Office, Orange County Retirement System, and the USC Endowment convened to debate investment strategies spanning private markets, geopolitical risk, and emerging trends. The panelists detailed their specific approaches to navigating high volatility and sticky inflation while balancing rigid mandates with opportunities in artificial intelligence, private credit, and supply chain reshoring. Their collective dialogue highlighted a shift toward "staying the course" in innovation while actively managing liquidity constraints and diversifying portfolios through secondaries and co-investments.
- The Economist24 min
Bet noir: Macron’s electoral gamble backfires
Macron, Jason Palmer, Rosie Bloor, Sophie Pedder, Joshua Spencer, David Adam
Marine Le Pen's National Rally won the first round of French parliamentary elections, while centrist President Emmanuel Macron's alliance finished third, setting the stage for a likely hung parliament and strategic runoff tactics on July 7th. Simultaneously, Thailand's Senate passed a historic same-sex marriage bill redefining unions as between "two persons" with bipartisan support, awaiting royal endorsement to become the first Southeast Asian nation to legalize marriage equality. In sports technology, researchers from Fribourg University are utilizing augmented reality headsets to help penalty takers improve reaction times by 100 milliseconds, addressing the high failure rates that account for approximately 20% of knockout matches in major tournaments.