Latest Interviews
Showing 2506–2520 of 3,000 transcripts.
Clear all filters- Milken Institute1h 2m
Power Shifts: The Emergence of a Multipolar World
Jean-Marie, Mehdi, Richard, Eric Schmidt, Tina Fordham
Jean-Marie Guéhenno and Mehdi Jomaa analyze a shifting global order where state capacity erodes amid non-state actors, forcing institutions like NATO and the UN to adapt to hybrid warfare and internal member skepticism. While Syria's chaos and Russia's strategic leverage in Ukraine highlight the failure of traditional diplomacy, the discourse emphasizes that economic strain and regional instability now demand proactive investment in transitions like Tunisia to prevent further refugee crises. The panel concludes that the current multipolar complexity requires redefining collective defense doctrines and abandoning regional silos to address interconnected threats effectively.
- Milken Institute54 min
A Conversation With Gary Becker, David Rubenstein and Robert Rubin
Gary Becker, David Rubenstein, Robert Rubin
Economic Nobel laureate Gary Becker and former Treasury Secretary Bob Rubin argue that the United States must close the gap between current and potential output to achieve a 3% annual GDP growth rate, a goal requiring significant fiscal stabilization and immigration reform. The panel proposes a decade-long plan to reduce the debt-to-GDP ratio through entitlement adjustments and tax expenditure reforms, while identifying shale energy and demographic advantages as key drivers of future U.S. competitiveness. Despite acknowledging the nation's status as a premier investment destination, the experts warn that persistent political dysfunction and an inability to implement necessary compromises remain the primary threats to economic progress and fiscal health.
- Milken Institute1h 0m
US Overview: Can Growth Continue?
Philippa Thomas, Pippa, Ross, Bill, Adrian, Oliver, Tina Fordham, Tina Raja, Anastasios Economo
Panelists characterize the U.S. economy as a structural divergence where a robust coastal sector driven by domestic consumption and housing contrasts sharply with a stagnating interior plagued by unemployment. While the Federal Reserve signals a gradual rate normalization to combat below-target inflation, external geopolitical tensions with China and domestic political gridlock are cited as primary headwinds delaying market stability. Looking ahead, experts forecast a potential recession around 2019 but advise investors to prioritize hard assets, non-investment-grade corporate loans, and entrepreneurial ventures as hedges against monetary expansion and geopolitical volatility.
- Milken Institute1h 2m
Lunch Program - The Future of Humankind
James Morgan, Mariette DeChristina, Peter Schwartz, Lord Matt Ridley, Martin Rees
The Milken Institute has formalized a new Center for Strategic Philanthropy and expanded its global footprint with a UK headquarters led by James Morgan while advancing key initiatives in Africa investment and the "21st Century Cures" legislation. Complementing these organizational shifts, a high-level panel on the future of humankind featured experts like Martin Rees, Lord Matt Ridley, and Peter Schwartz debating critical trajectories in artificial intelligence, biotechnology, and space exploration. The discussion emphasized strategies to harness technological innovation for global prosperity while addressing profound ethical risks, including biosecurity threats, job displacement, and the potential need for a dignity-based redistribution of wealth.
- Milken Institute56 min
Global Overview
Zanny Minton Beddoes, Willem Buiter, Sir Paul Collier, Larry Hatheway, Ana Palacio, Paul Collier
Economists Willem Buiter, Paul Collier, and Larry Hathaway warn of a 2016 global recession driven by elevated debt, China's overstated growth, and the collapse of emerging market models, while Anna Palacio cautions that political fragmentation and the rise of populism in the US and Europe threaten globalization. The panelists argue that advanced economies face deep structural unemployment and demographic stagnation, prompting divergent prescriptions ranging from Buiter's "helicopter money" proposals to Collier's advocacy for civic over ethnic identity. Despite these divisions, the group identifies emerging consensus on urgent collective action for climate change and health crises, alongside calls for massive public infrastructure investment to restart economic momentum.
- Milken Institute1h 0m
Global Overview with Opening Remarks
Zanny Minton Beddoes, Willem Buiter, Sir Paul Collier, Larry Hatheway, Ana Palacio, Paul Collier
At the Milken Institute London Summit, a panel including Willem Buiter, Anna Palacio, and Paul Collier convened at the Grand Connaught Rooms to address a deteriorating global economic outlook driven by Chinese debt and geopolitical instability. The experts characterized the current era as one of political paralysis and rising populism, while debating whether diversity or nationalism better sustains European social capital. Their discussion concluded with urgent policy recommendations ranging from helicopter money and guaranteed income to massive public infrastructure investment to restore growth and mitigate inequality.
- Milken Institute56 min
Asia Summit 2015 - Hyper-Aging: What Leaders Should Know About the Global Demographic Shift
Paul Irving, Don, Hiroko, Andre, Jackie
Experts warn that rapid global aging, driven by falling birth rates and increased longevity, is forcing emerging Asian economies to confront the risk of becoming "old before they get wealthy" while Western models evolve too slowly to provide a buffer. Panelists including Andre D'Anjou and Jackie advocate for structural reforms such as flexible employment systems, robust pension mechanisms, and a cultural shift toward "revention" to leverage the longevity dividend and sustain economic growth. Ultimately, the consensus calls for a fundamental redesign of life planning that prioritizes health span, intergenerational workforce integration, and individual responsibility to transform demographic decline into a sustainable opportunity for reinvention.
- Milken Institute1h 2m
Asia Summit 2015 - Technology and Innovation: Catching the Next Wave of Investment
Newly Pernell, Max, Jenny Lee, Nick Nash, Tom Magnanti, John Riadi
Leading Southeast Asian tech executives and investors convened to analyze the region's rapid e-commerce evolution, highlighting Lazada's cross-border infrastructure, Garena's hyper-local mobile strategy, and Lippo Group's online-to-offline retail convergence. The discussion emphasized that sustainable growth requires adapting to extreme economic disparities and logistical fragmentation rather than applying Western models, while prioritizing profitable business units over subsidized user acquisition. Furthermore, experts warned that the market is maturing toward a duopoly structure where only companies with strong operational DNA and global scalability will survive the coming consolidation cycle.
- Milken Institute1h 12m
Asia Summit 2015 - China's Growing Movie Industry: Does It Still Need Hollywood?
Kevin Clowden, Chris Bremble, Peter Hsiao, Ellen Eliasoff, James Fong, Rose Kuo
Driven by a youthful demographic and aggressive infrastructure expansion, China is projected to surpass the U.S. as the world's largest film market despite a regulatory quota system that limits Hollywood imports to 34 films annually. This interdependence has catalyzed massive strategic investments, such as the $2.5 billion Dream Center and the Qingdao Oriental Movie Metropolis, while prompting Hollywood to produce dual-version content tailored specifically for Chinese audiences. Although local production faces significant challenges regarding talent and commercial storytelling mechanics, the market is evolving toward a sustainable fusion model that blends domestic folklore with international production values to sustain long-term growth.
- Milken Institute57 min
Asia Summit 2015 - U.S. Overview: A Bright Outlook or Looming Uncertainties?
Eric Cantor, Ross Duvall, T. Bondurant French, Amy Wilkinson, Ambassador Chan
Panelists at the forum analyzed a U.S. economy marked by strong labor metrics and an innovation surge led by young firms, while highlighting the paradox of declining startup formation rates and rising regional inequalities. Discussions further explored the Federal Reserve's decision to hold interest rates steady amid global risks from China's slowdown, alongside a critical assessment of how technological divergence and deep political polarization are reshaping manufacturing, energy, and fiscal policy. Experts concluded that without structural reforms to address income disparity and bridge partisan divides, the country faces continued challenges in balancing economic growth with sustainable governance.
- Milken Institute1h 15m
Asia Summit 2015 - Global Capital Markets: Taking Stock of Recent Developments
Martinson, David Bonderman, Josh Harris, Michael Kim, Mike Milken
At the concluding panel of the Milken Institute Asia Summit 2015, David Bonderman, Josh Harris, Michael Milken, and Michael Kim discussed the global implications of China's market volatility and its structural transition from an export-driven to a consumer-led economy. The panelists, representing approximately $475 billion in assets, warned of tail risks associated with China's potential hard landing while identifying significant investment opportunities in Asia's aging demographics, healthcare sector, and financial technology gaps. Their consensus forecasted a prolonged low-interest-rate environment and emphasized that successful capital allocation requires deep localization and navigating the region's unique cultural and transparency challenges.
- Milken Institute58 min
Asia Summit 2015 - Opening Chinas Market and What It Means for Investors
Malcolm, Yan Xuan, Frank Yao, Greg Donoghue, Law Tech Singh, Sheng Ming Gao, Lucy Colbeck, Leanna, Andrew White, Sheikhan Bilek
Market analysts and policymakers discussed the aftermath of China's late 2023 equity volatility, where government intervention stabilized the A-share sector despite concerns that such measures have reversed long-term market-oriented reforms. Experts projected a transition toward a "New Normal" characterized by 4–5% GDP growth and a structural shift from investment-led expansion to consumption-driven models, driven by urbanization needs and a demographic dividend decline. The event concluded with insights on debt management strategies, private equity trends focusing on quality sectors like healthcare and logistics, and the geopolitical implications of the Belt and Road initiative as a mechanism for exporting industrial capacity.
- Milken Institute50 min
Asia Summit 2015 - The View from Institutional Investors: Where Will Returns Come From?
Jonathan Nelson, Adrienne, Gordon Fyfe, Jeffrey Jean Subakit, Hiromichi Mizumo
Moderated by Jonathan Nelson, a panel of five institutional investors managing over $2 trillion in assets convened to dissect strategies for generating alpha amid low-interest-rate environments and divergent views on China's economic trajectory. The discussion revealed a unanimous shift away from passive indexing toward active stock-picking, private asset allocation, and rigorous manager selection to justify fee structures while navigating market volatility and valuation discrepancies. Furthermore, the group identified Africa as a key frontier for long-term growth while emphasizing that future returns will depend on operational efficiency and the ability to capitalize on distressed prices rather than relying on regional macroeconomic growth figures.
- Milken Institute55 min
Asia Summit 2015 - Modi's Second Year: Realism After Optimism
Modi, Brooks Entwistle, Gunit Chahal, Rajesh Shah, Shiv Nath, Vinod Kumar
Deutsche Bank analysts and a policy panel assess India's macroeconomic stability, citing 7% GDP growth and robust foreign exchange reserves while highlighting persistent legislative bottlenecks that are shifting reform efforts toward state-level "competitive federalism." The discussion identifies critical gaps in infrastructure and corporate governance alongside a booming startup ecosystem, emphasizing that the skills deficit poses a significant risk to the country's demographic dividend. Looking forward, the consensus projects India to outperform other emerging markets with a $5 trillion economy target achievable within two political terms, provided state governments effectively drive investment and job creation.
- Milken Institute1h 42m
Asia Summit 2015 - Asias Future: Perspectives on Prospects and Challenges
Wing, Kirk Wager, Mike Milken, Cesar, Purisima, Kevin Sneader, Jing Ulrich, Tim Cofer, Achal Agarwal, Sam Fisher, Chris Wei
This event highlighted the United States' deepening strategic commitment to Southeast Asia, underpinned by a $220 billion cumulative investment in top ASEAN markets and projected to support a middle class growing from 525 million to 1.2 billion people by 2030. Key speakers detailed Indonesia's aggressive fiscal shifts, including a $32 billion subsidy cut and $22 billion infrastructure allocation, alongside the Philippines' demographic-driven growth fueled by its young, English-speaking workforce and expanding manufacturing sectors. Despite short-term currency volatility, the consensus among global corporations and government officials affirmed that Asia's unique blend of urbanization, digital innovation, and rising consumption will anchor the region as the primary engine of global economic expansion.