Latest Interviews
Showing 3286–3300 of 4,780 transcripts.
Clear all filters- Goldman Sachs8 min
Investing in Racial Economic Equality
A Goldman Sachs-led panel examined persistent racial disparities in income, wealth, and education, highlighting that Black men's relative economic standing has stagnated over seventy years while wealth gaps remain at ten-to-one ratios. The discussion emphasized that private capital strategies, such as those implemented by the Urban Investment Group in Newark, combined with targeted public policies like affirmative action, offer pathways to bridge these divides. Speakers concluded that overcoming these structural inequities requires a holistic public-private collaboration essential for the long-term health of the U.S. economy.
- Goldman Sachs10 min
Trends Shaping the Equity Markets
Market analysts anticipate a shift in volatility sources toward equities while highlighting how the US presidential election could trigger $20 per share earnings reductions for the S&P 500 if tax reforms are unwound. Diverging pandemic responses and currency fluctuations are driving capital toward European and Asian markets, potentially weakening the dollar and favoring value stocks over growth. This environment fuels a distinct behavioral split where retail investors surge into speculative trades like Tesla while institutional actors cautiously de-gross portfolios despite record ESG fund inflows.
- Goldman Sachs26 min
John Dickerson, Author of 'The Hardest Job in the World: The American Presidency"
In *The Hardest Job in the World*, journalist John Dickerson argues that the modern presidency has evolved from a constitutionally limited office into an unmanageable entity due to expanded security threats, legislative abdication, and inflated public expectations. Dickerson critiques the current selection process for prioritizing campaign theater over governance skills, citing the Trump administration's pandemic response as evidence that effective leadership requires rigorous operational testing rather than solo heroics. By highlighting the disconnect between campaign narratives and the complex reality of decision-making, the author urges a shift in media and voter focus toward substantive management capabilities and the feasibility of policy implementation.
- Goldman Sachs33 min
Zachary Carter, Author "The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes"
Zachary Carter, John Maynard Keynes, Tim O'Neill
This event redefines John Maynard Keynes not merely as a proponent of deficit spending but as a philosopher of crises whose work integrated social harmony, war, and culture into economic theory. It traces his journey from resigning in protest against the Versailles Treaty to architecting the National Health Service, highlighting his conviction that money serves as a tool of governance rather than a natural medium of exchange. Ultimately, the presentation argues that applying his original vision to modern challenges like climate change and public health would require shifting focus from debt metrics to managing uncertainty and ensuring social stability through massive international cooperation.
- Goldman Sachs22 min
Michael Dell, Chairman and CEO of Dell Technologies
Michael Dell outlines how the 2020 crisis accelerated digital transformation and prompted the launch of the "Progress Made Real 2030" ESG strategy, which prioritizes social impact alongside financial performance. The company addressed these shifts through a revised remote work culture that boosted employee engagement, a $100 million philanthropic commitment to digital equity, and a strategic exploration to spin off VMware to create a leading multi-cloud infrastructure entity. Looking ahead, Dell warns that the convergence of 5G, AI, and IoT will generate a data tsunami, necessitating intrinsic security measures and proactive interventions to prevent technology from exacerbating social inequalities.
- Goldman Sachs13 min
"Climbing the Wall of Worry”
Amidst significant market volatility and policy uncertainty, financial advisors are urging investors to maintain a long-term strategic asset allocation prioritizing equities over cash and bonds. The presentation projects mid-single-digit annual returns for the next decade while forecasting a labor market recovery that may not reach historical lows until 2023. Furthermore, despite concerns regarding the upcoming election and rising federal debt, experts advise against market timing, citing a consensus that $1.5 trillion in additional fiscal stimulus is imminent and necessary to prevent an economic cliff.
- Goldman Sachs8 min
Carbon Offsets and the Climate Transition
The carbon offset market functions as a temporary financial bridge for heavy industries unable to immediately decarbonize, offering compliance and voluntary options ranging from renewable investments to forestry projects. Despite growing shareholder pressure and expanded Scope 3 reporting mandates, the sector faces significant skepticism regarding pricing volatility, verification risks, and its inability to fundamentally shift business models. While Asian companies lag in adopting climate targets, global firms in steel, cement, and transportation face future margin contractions as carbon prices rise, necessitating a strategic pivot away from reliance on offsets toward genuine operational decarbonization.
- Milken Institute30 min
A Conversation with Federal Reserve Bank of St. Louis President and CEO James Bullard
St. Louis Federal Reserve President James Bullard argues that while the U.S. economy has adapted more resiliently than initially feared through remote work and essential business pivots, policymakers must abandon strategies waiting for a vaccine in favor of managing a virus that will circulate long-term. Bullard emphasizes that the Federal Reserve faces the complex task of stabilizing the economy without freezing out shrinking sectors like airlines, while simultaneously addressing persistent racial employment gaps and the risk of low inflation expectations. Despite skepticism regarding current epidemiological and economic models, he advocates for transparent committee operations and aggressive fiscal-monetary support to prevent a deeper depression and avert a secondary financial crisis.
- Milken Institute1h 5m
A Conversation with CFPB Director Kathy Kraninger - Conference Call Series
Kathy Kraninger, Eric Kaplan, Kathleen Kraninger
At a Milken Institute conference call commemorating the CFPB's tenth anniversary, Director Kathleen Kraninger outlined the agency's pandemic response, highlighting record complaint volumes and new regulatory measures to support vulnerable consumers. The Bureau detailed initiatives such as the proposed Qualified Mortgage rule reform, interim rulings on mortgage forbearance, and targeted fraud prevention campaigns designed to address economic hardship caused by the crisis. These strategic actions aim to modernize consumer protection laws while ensuring fair access to financial relief mechanisms like CARES Act payments.
- Milken Institute56 min
Opening Plenary | Part 2: Capital Markets in a Time of Global Disruption
Michael Milken, Scott Minerd, Steven Tananbaum, Lara Warner
Amidst a historic divergence where equity markets recover faster than debt, investors identify significant value in distressed legacy RMBS and double-B loans while avoiding complex CLO tranches. Governments have collaborated rapidly with the private sector to deploy liquidity through initiatives like the Swiss SME facility, creating a new operating model that contrasts sharply with the sluggish response of the 2008 crisis. Meanwhile, institutional investors navigate low yields and valuation gaps between public and private markets to capture returns in sectors like infrastructure and technology, with specific success observed in Boeing recapitalization strategies.
- Milken Institute29 min
Equality and Equity: A Conversation with Vista Equity's Robert Smith
Robert Smith proposes a strategic "2% Solution" that redirects approximately $970 billion from the earnings of the top ten U.S. banks to fund capital for minority depository institutions and modernize their technological infrastructure. This initiative aims to eliminate banking and broadband deserts while deploying cloud-based lending tools to 1,075 Community Development Financial Institutions over a two-year period. Concurrently, the plan leverages the InternX platform to bridge the gap between HBCU STEM talent and major corporate partners, ultimately targeting $300 billion in capital infusion to generate a projected $1.5 trillion annual GDP uplift.
- Milken Institute34 min
A Conversation with Mark Cuban
Amid a crisis that erased 22% of U.S. micro-businesses, the discussion highlighted the urgent need for "Infrastructure 2.0" investments in robotics and AI to reshape manufacturing, alongside entrepreneurial pivots toward ambient voice technology. Comprehensive reform proposals were presented to address economic disparity, including a "Sick Bank" system and a means-tested "10 Plan" for healthcare, while the sports sector emphasized community-focused initiatives to confront systemic racism. The dialogue concluded with strategic advice for workforce agility, urging job seekers to acquire technical skills and relocate to secure opportunities in a rapidly evolving global economy.
- Milken Institute34 min
Opening Plenary | Part 1: A Conversation with IMF Managing Director Kristalina Georgieva
Kristalina Georgieva, Michael Milken
Governments, the IMF, and the private sector engaged in unprecedented collaboration to deploy $17 trillion in fiscal and monetary support, providing financial lifelines to 70 nations and establishing a debt moratorium for the world's poorest countries. Despite this rapid crisis response, the IMF warns that economic recovery will be slower than anticipated, accompanied by record-high debt levels and risks of widening inequality unless investments prioritize sustainability and social inclusion. Policymakers are urged to maintain agile strategies to address non-banking financial vulnerabilities and prevent complacency, ensuring the rebuilding of an inclusive, low-carbon global economy.
- Goldman Sachs9 min
Accelerating Trends in Consumer Retail
The event analyzes a significant reallocation of consumer spending toward home-centric and wellness sectors alongside the accelerated digital adoption of traditionally resistant industries. Public equity markets emerged as a critical lifeline during the economic shutdown, facilitating record-breaking capital raises through rescue financings, offensive expansions, and a robust IPO recovery led by major deals. Looking ahead, the presentation outlines a Q3 driven by continued new listings and opportunistic secondary offerings, with Goldman Sachs forecasting a sustained issuance pipeline through 2021 supported by strong investor appetite.
- Goldman Sachs10 min
Sustainable ESG Investing
This analysis distinguishes ESG investing as a strategic discipline focused on long-term value creation and risk mitigation rather than superficial sector exclusions. It emphasizes that anticipating social flashpoints, leveraging diverse management teams, and accelerating carbon sequestration technologies are critical for maintaining business continuity and shareholder returns. Furthermore, the discussion highlights how active governance strategies targeting management transitions can unlock significant value that passive investing often fails to capture during structural corporate changes.