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  1. The Economist21 min

    Doing their not-own thing: “generation rent”

    Jason Palmer, Rosie Bloor, Tom Sass, Holly Berman, David Benin

    Global analysis reveals a significant rise in private renting across Western democracies, driven by economic stagnation and housing inflation, while strict rent controls in Stockholm prove counterproductive compared to Auckland's successful upzoning strategies that boosted supply. Concurrently, the Biden administration's ultimatum to force TikTok's divestiture over national security concerns has sparked a high-profile legal battle alleging First Amendment violations, despite the administration's continued political reliance on the platform. In the cultural sphere, major artists like Taylor Swift and Billie Eilish are revitalizing the album format to secure dual revenue streams and challenge historical gender biases in music consumption.

  2. Milken Institute59 min

    A Conversation with Bill Clinton, 42nd President of the United States | Global Conference 2024

    Bill Clinton, William Jefferson Clinton, Hillary Rodham Clinton, Chelsea, Charlotte, Aidan, Jasper, George H.W. Bush, Mike Milken, Lori, Richard Ditizio, Alan Schwartz

    At the Milken Institute Global Conference, executives and attendees emphasized cross-partisan collaboration to address global challenges, highlighting that women currently receive only 2% of global funding despite the critical need for inclusive partnerships. Former President Bill Clinton distinguished between divisive and inclusive tribalism while detailing successful initiatives such as the Clinton Health Access Initiative, which has saved 30 million lives and secured HIV treatment for 80% of children globally. Clinton further advocated for early childhood education strategies and public health reforms, arguing that maximizing generic drug production and leveraging corporate cooperation offer superior returns on investment compared to divisive nationalism or grievance-based politics.

  3. Goldman Sachs10 min

    Hedges, privates and tax alpha: How investors are navigating record-high markets

    David Kostin, Padi Raphael, Adam Siegler

    The 2024 market outlook highlights robust U.S. equity gains and a decelerated recession risk of 15%, driven by resilient corporate earnings and consumer spending despite elevated valuations. Investors are increasingly utilizing $100 billion structured notes to hedge downside while private credit and extended private market participation offer yield and alpha alternatives as Federal Reserve rate cuts approach. Independent RIA firms are prioritizing technology partnerships and tax-efficient strategies to scale operations and replicate institutional infrastructure while expanding into new asset classes.

  4. The Economist21 min

    French anti-foreign legion: an EU-election shock

    Emmanuel Macron, Rosie Bloor, Jason Palmer, Chris Lockwood, Tamara Jilkes-Bohr

    Following shock defeats for centrist leaders Emmanuel Macron and Olaf Scholz, the European Parliamentary elections highlighted a significant surge for far-right parties in France and Germany despite a marginal overall EU-wide shift. Concurrently, U.S. schools are grappling with a post-pandemic absenteeism crisis driven by economic instability and lost learning habits, prompting a pivot from punitive measures to supportive interventions like high-impact tutoring and basic needs assistance. In the automotive sector, manufacturers increasingly rely on alphanumeric or abstract naming conventions to distinguish models, though these strategies risk consumer confusion and cultural blunders ranging from mistranslations to legal disputes over regional naming rights.

  5. The Diary Of A CEO2h 10m

    Simon Cowell Opens Up About His Heartbreaking Loss & His Regrets About One Direction!

    Simon Cowell, One Direction, Stevie Wonder

    Music mogul Simon Cowell recounts his journey from a childhood shaped by parental loss and early business failures, including a £500,000 debt, to industry dominance through mentorship under Peter Waterman and unconventional marketing strategies for acts like Robson and Jerome and Westlife. Following a period of severe depression, Cowell restructured his life and work ethic after the birth of his son and therapy, prioritizing mental health and family over the relentless workaholism that defined his early career. Looking toward the future, he plans to launch a new talent series to discover a globally successful boy band while advocating for the enduring value of human connection in an increasingly digital entertainment landscape.

  6. Milken Institute1h 0m

    Common Sense from Uncommon Investors | Milken Institute Global Conference 2024

    Michael Milken, Joshua Friedman, Dan Ivascyn, Steven Tananbaum, Anne Walsh, Tony Yoseloff

    Panelists from PIMCO, Guggenheim, and GoldenTree analyze the current fixed income advantage over equities while warning of rising defaults in the oversaturated private credit market and systemic leverage risks in real estate and regional banks. The discussion highlights specific opportunities in liability management exercises, single-family mortgages, and pension risk transfers, even as regulatory changes accelerate banking consolidation. Strategic insights from leaders like Tony Blair and Dan Ivascenko further outline robust investment committee protocols designed to mitigate behavioral biases during volatile market cycles.

  7. Milken Institute1h 4m

    AI: Hope, Hype, and Headwinds | Milken Institute Global Conference 2024

    David Faber, Ashton Kutcher, Clara Shih, Aravind Srinivas, Matt Wood

    A high-level convergence of global economic ambitions and technological transformation will define Los Angeles's trajectory as the city leverages upcoming international events and massive infrastructure investments to support its position as a premier innovation hub. This strategic expansion coincides with the rapid maturation of generative AI, where enterprises are transitioning from reactive content generation to autonomous agentic workflows that promise to automate up to 95% of knowledge worker tasks within three years. The resulting economic landscape hinges on the ability of organizations to secure private data assets and navigate complex safety debates while managing a workforce shift toward AI-augmented leadership.

  8. The Economist51 min

    The Modi Raj 1: The chaiwallah's son

    Modi, Avantika Chalkoti, Jitendra Chauhan, Nilanjan Mukhopadhyay, R. Balashankar, Shankar Singh Vaghela, Yashwant Sinha

    This podcast series examines the trajectory of Narendra Modi from his impoverished upbringing in Gujarat and early induction into the Hindu nationalist RSS to his ascent as India's longest-serving Prime Minister. While Modi successfully orchestrated the nation's economic rise to fifth-largest global economy and cultivated a distinct personal brand, his tenure is simultaneously scrutinized for fueling Hindu supremacism and threatening democratic norms through divisive rhetoric. The narrative culminates in an analysis of how Modi's recent electoral defeat, which forced him into coalition governance, challenges his previous "strongman" style and sets the stage for investigating pivotal events like the 2002 Gujarat riots.

  9. All-In Podcast1h 25m

    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    Trump, Chamath, Keith Gill, Roaring Kitty, Jason Calacanis, David Friedberg

    Hosts of the "All In" podcast sparked a debate with Vinod Khosla over accusations of elitism while warning that a hostile regulatory environment regarding antitrust, crypto, and M&A may drive Silicon Valley toward the GOP. The conversation also examined the Democratic Party's declining support among working-class voters, speculating on a potential replacement for President Biden and predicting a surge of tech figures pivoting to Trump. In market developments, the panel analyzed the surge in GameStop trading, proposed competition for the NYSE and Nasdaq through a new Texas Stock Exchange, and discussed a strategic Apple-OpenAI partnership to revitalize the iPhone upgrade cycle.

  10. Milken Institute1h 0m

    Levers of Change: Gun Violence Prevention and Solutions | Milken Institute Global Conference 2023

    Rich Ditizio, Chip Bergh, John Feinblatt, Priscilla Sims Brown, Mia Tretta

    A recent panel convened with industry leaders, survivors, and financial experts to address gun violence as the leading cause of death for U.S. youth and a $550 billion annual economic drain. The event highlighted a strategic shift where corporate entities like Levi Strauss and Dick's Sporting Goods leveraged their influence to secure the Safer Communities Act, while simultaneously advancing litigation and smart-gun technologies to bypass legislative gridlock. By uniting consumer activism, investor pressure, and survivor advocacy, the discussion urged immediate public engagement to enforce safety measures before further tragedies occur.

  11. Milken Institute42 min

    Social Epidemiology: Public Health + Social Movements | Future of Health Summit 2023

    Richard Ditizio, John Feinblatt, Robin Koval, Jesse Milan Jr.

    This panel explores how US life expectancy trends are being eroded by social determinants of health, drawing strategic parallels between the successful tobacco control movement and current efforts to curb gun violence and HIV-related disparities. Speakers detail how grassroots coalitions like Everytown and Moms Demand Action shifted political calculus through litigation, corporate pressure, and state-level strategies to bypass federal gridlock and pierce industry legal fortresses. The discussion concludes by outlining future interventions, including product safety innovation, the "tobacco end game" to eliminate social license, and the critical role of corporate investment and social media responsibility in addressing commercial determinants of health.

  12. Milken Institute1h 4m

    Gun Violence as a Public Health Crisis: An Update | Milken Institute Future of Health Summit 2022

    Elisabeth Rosenthal, Georges C. Benjamin, Kris Brown, Babak Sarani, Mallory Williams, Bob Axarani

    This panel discussion analyzes the surge of gun violence as the leading cause of death for U.S. youth and the healthcare trauma experienced by medical providers and communities. Experts detail how legislative victories like the Bipartisan Safer Communities Act are insufficient against systemic barriers, including a predatory firearm industry and Supreme Court rulings that undermine public safety measures. Looking forward, advocates hope to replicate the success of the anti-smoking movement by shifting social norms among younger generations and implementing multi-sector strategies that combine strict policy enforcement with public health interventions.

  13. Milken Institute58 min

    Beyond Gridlock: The Future of Gun Violence Prevention | Milken Institute Global Conference 2024

    Richard Ditizio, Ellen S. Alberding, Ralph Clark, Shereef Elnahal, Nicole Hockley, Francis Suarez, Christopher Griffith

    A diverse panel of experts convened to address the escalating crisis of gun violence in the United States, where firearm thefts in Tennessee have surged 700% and gun violence now exceeds automobile accidents as the leading cause of death for children. The discussion highlighted multi-faceted intervention strategies, including ShotSpotter technology for rapid response, electronic gun locks to prevent veteran suicides, and Miami's holistic ecosystem approach that reduced homicides by 86% over four decades. By rejecting single-solution narratives, the group advocated for a collaborative framework combining federal prosecution, red flag laws, and private sector innovation to reframe gun violence as a solvable public health emergency.

  14. The Economist25 min

    One dam thing after another? Ukraine and reconstruction

    Rosie Bloor, Oliver Jones, Avantika Chilkoti, Anne Rowe

    One year after Russia's destruction of the Khovka Dam flooded an area the size of Kiev and displaced one million people, Ukraine faces stalled reconstruction in four active front-line oblasts while prioritizing critical water infrastructure over immediate dam replacement. In India, Narendra Modi's loss of a single-party majority forces the long-reinvented leader to adapt his coalition style after ending his English-language interview ban, a strategy shift following his 2007 confrontation with Karan Thapar. Meanwhile, Cambridge Egyptologist Barry Kemp's death at 84 concludes a four-decade excavation of Amarna that disproved total societal conversion to Akhenaten's monotheism and revived the memory of a city lost for three millennia.

  15. Milken Institute20 min

    Neel Kashkari, President & CEO, Federal Reserve Bank of Minneapolis | Global Conference 2024

    Neel Kashkari, Jeanna Smialek, Gina Smilick

    Federal Reserve President Neel Kashkari asserts that the U.S. economy is currently experiencing resilient growth and a higher neutral interest rate than anticipated, complicating the path to the 2% inflation target. Consequently, the central bank is maintaining a restrictive policy stance by keeping rates unchanged to gather more data, with rate cuts contingent only on renewed disinflation or a weakening labor market. Kashkari emphasizes that these decisions remain strictly data-driven and politically neutral, prioritizing long-term price stability over short-term market expectations or political cycles.