Latest Interviews
Showing 331–345 of 1,205 transcripts.
Clear all filters- Milken Institute1h 0m
Global Markets at Inflection | Global Conference 2024
Gerard Baker, Andre Esteves, Bruce Flatt, Jenny Johnson, Charlie Scharf
Panelists analyzed the 2024 economic landscape, noting that persistent inflation has shifted market consensus from multiple Federal Reserve rate cuts to one or zero while structural "Five Ds" trends like decarbonization and digitization drive "good inflation." Geopolitical tensions and de-globalization are redirecting capital flows toward neutral emerging markets such as Mexico and Brazil, creating investment arbitrage opportunities despite rising US national debt and a structurally strong dollar. Meanwhile, the commercial real estate sector faces a bifurcation between resilient Class A office assets and struggling lower-tier properties, as surging energy demands from AI infrastructure necessitate massive renewable capacity expansions alongside aging supply chain adjustments.
- Milken Institute1h 1m
Prevention and Innovation for a Healthier Tomorrow | Global Conference 2024
Esther Krofah, Robert Bradway, David Feinberg, Karen Knudsen, Meena Seshamani
Representatives from CMS, the American Cancer Society, Oracle Health, and Amgen convened to address the U.S. healthcare system's inefficiencies, noting that while the sector consumes 20% of GDP, chronic disease prevalence and administrative friction continue to drive costs while outcomes remain misaligned. Key strategies outlined include shifting Medicare toward value-based care with a $2,000 prescription cap, leveraging AI tools like the Oracle Digital Clinical Assistant to reduce physician administrative burdens, and advocating for federal reimbursement of multi-cancer early detection to improve survival rates. The panelists reached a consensus that the current fragmented structure is impoding and requires fundamental structural reforms rather than incremental solutions to successfully integrate prevention, innovation, and data interoperability.
- Milken Institute1h 2m
Blow Wind, Blow: The Sails of Asset Management | Global Conference 2024
Yana Morris, Eric Aboaf, Eric Adler, Cheryl Alston, Daniel Garant, Don Mullen
Amidst a historic divergence where public equity surges while IPO volume collapses, institutional investors are redirecting 37% of assets into a $13.1 trillion private market driven by private credit expansion and a strategic pivot from financial engineering to operational value creation. While Basel III reforms and declining bank lending capacity accelerate the shift of credit origination to non-bank lenders, the panel identifies infrastructure, mid-market private credit, and resilient real estate sectors as primary allocation targets to mitigate the impending risks of a rising default cycle and office sector obsolescence.
- Milken Institute59 min
Charting India’s Emergence: Prosperous or Precarious? | Global Conference 2024
Angela Chitkara, Harshal Chaudhari, Eric Garcetti, RG Radhika Gupta, Asha Jadeja, S. Sriniwasan
The recent discussion highlighted India's unprecedented demographic advantage and robust economic infrastructure, positioning the nation as an independent structural growth engine with a $4 trillion base and consistent policy continuity since 1991. Key developments include a historic shift in capital flows driven by domestic savings, a deepening U.S.-India strategic partnership featuring joint semiconductor and defense initiatives, and a "human revolution" aimed at closing skills gaps to achieve $24,000 per capita income. With a high probability of political continuity toward making India the world's third-largest economy by 2047, the event detailed how digital public infrastructure and indigenous manufacturing strategies are fueling entrepreneurship across tier 3 to 5 cities.
- Milken Institute1h 1m
Every Cloud Has a Silver Lining: Venture Capitalists Bring to Bear | Global Conference 2024
Leon Kalvaria, Christopher Darby, Raj Ganguly, Elad Gil, Courtney McCrea, Mohsin Tanveer Pirzada, Mohsin Farzad, Chris Darby
Industry leaders convened to analyze the global venture capital contraction, highlighting a sharp divergence between the capital-scarce US market and the 30% annual growth driving Middle Eastern funds like the Qatar Investment Authority. The panel advised that surviving the current interest rate environment requires a strategic pivot toward profitability, national security-aligned technologies, and disciplined unit economics over unchecked growth metrics. With consensus predicting a market reset in 2025, experts emphasized that future success will depend on emerging managers demonstrating minimum viable size, embracing regulatory backstops, and leveraging the AI spending wave while avoiding overvaluation traps.
- Milken Institute46 min
Leading Institutions for Lasting Success | Asia Summit 2023
Sri Jegarajah, Jenny Johnson, Jason Moo, Igor Tulchinsky
A new global initiative, developed through collaboration with the U.S. State Department and Department of Health, aims to deploy a 20-month AI-driven program in southern markets while addressing a 23% historical rise in case volumes. The panel warns that premature pilot execution wastes resources on high logistical costs and highlights the urgent need to protect indigenous rights and regulate blockchain technology against exploitative actors. With a new business launch in New York City and plans to establish international standards, the project seeks to navigate regulatory gaps and societal shifts by transitioning toward a unified global era.
- Milken Institute31 min
A Conversation with Jamie Lee Curtis and Jason Blum | Global Conference 2022
Jamie Lee Curtis, Jason Blum, Kim Masters
Jamie Lee Curtis and Jason Blum reimagined the *Halloween* franchise in 2018 by restoring continuity to John Carpenter's original 1978 film, a collaborative effort that yielded a trilogy grossing $386 million. Expanding their creative partnership, the duo is producing the Amazon series *The Sticky* and developing Patricia Cornwell's *Scarpetta* novels, while Curtis has transitioned into producing and directing with her new venture, Comet Pictures. This synergy blends Blumhouse's profit-sharing business model with Curtis's production ambitions, allowing them to prioritize high-caliber talent and secure theatrical distribution despite shifting streaming industry trends.
- Milken Institute51 min
Riding the Waves of Market Shakeups: Finding Opportunities in Asia and Beyond | Asia Summit 2023
Mercedes Ruehl, Abdulla Al-Kuwari, David Breach, Jessica Jones, Greg Kennedy, Frank Su
No coherent event details, key figures, or substantive outcomes could be extracted from the provided transcript due to its severely degraded and incoherent nature. The text contains fragmented references to sectors, regions, and financial figures that lack logical continuity or verifiable context. Consequently, it is impossible to formulate a factual summary of any business decisions, strategic pivots, or actionable trends.
- Milken Institute58 min
The Ebb and Flow of Public Markets | Milken Institute Global Conference 2024
Romaine Bostick, Todd Barker, Kelly Granat, George Maris, Pedro Furtado Reis
Representatives from Norway's Government Pension Fund Global and Citadel argue that public equity markets are undervalued relative to historical standards, presenting significant alpha opportunities driven by passive trading dislocations. The panel specifically advocates for a contrarian approach to China and India while prioritizing AI infrastructure over speculative model development amid growing geopolitical segmentation. Despite acknowledging risks such as demographic declines and regulatory uncertainty, the experts maintain that fundamental analysis remains essential for navigating a market structure increasingly dominated by algorithmic volatility.
- Milken Institute1h 16m
Closing Gaps in Health and Health Care | Future of Health Summit 2023
Esther Krofah, AmirAli Talasaz, Susan Barlow, Meg Tirrell, Jaewon Ryu, Ashwin Vasan, Hubertus von Baumbach, Angela F. Williams, Ray Broughan, Bob Cramer, Diane Tai
The 2023 Milken Institute Future of Health Summit convened sector leaders to address the U.S. life expectancy decline and widening inequities despite record spending of over $4.1 trillion annually. Key initiatives announced include the Aging Innovation Collaborative with $3 million in seed funding, New York City's "Healthy NYC" strategy targeting premature death, and a renewed focus on shifting from fee-for-service models to preventive care through public-private partnerships. Experts emphasized that closing the gap requires an industrial health policy to align regulatory updates, leverage AI for early detection, and rebuild community trust through equitable data sharing and resource integration.
- Milken Institute40 min
The Next Century of Health: Predictions on the Future of Health Care | Future of Health Summit 2023
Gregory Simon, Judy Faulkner, Hirsh Jain, Joyce Tung, Jared Watkin
Healthcare leaders from Epic, Palantir, 23andMe, and Abbott converge to diagnose the U.S. system's fragmentation as a human behavioral failure despite advances in curative care and data technology. By deploying interoperable platforms like Epic's Pair, Palantir's common ontologies, and 23andMe's lifelong genetic models, these executives aim to bridge the gap between fragmented providers, payers, and patients through real-time data integration and AI-driven decision support. Ultimately, the panel asserts that future health outcomes depend on aligning financial incentives with prevention strategies to ensure equitable access while treating public health as a critical national security imperative.
- Milken Institute22 min
A Conversation with His Excellency Mohamed Hassan Alsuwaidi | Middle East & Africa Summit 2023
Mohamed Hassan Alsuwaidi, Sarah Sandler, His Excellency Mohamed Hassan Alsuwaidi, Becky Anderson
Established in July 2023 under Minister Muhammad Hassan Al-Sawadi, the UAE Ministry of Investment unifies the nation's previously siloed strategies to promote inward capital and the global expansion of domestic firms. Leveraging a resilient non-oil economy and new $30 billion climate financing initiatives, the Ministry targets high-growth sectors including downstream energy, petrochemicals, and advanced AI to drive 2024 development. Despite regional geopolitical volatility, the strategy prioritizes large-scale infrastructure partnerships and the privatization of state assets to maintain the UAE's position as a secure hub for family offices and international investors.
- Milken Institute59 min
The Next Episode: Shaping the Future of Entertainment and Media | Global Conference 2024
Matthew Belloni, Justin Baldoni, Brian Grazer, Lisa Joy, Jeffrey Katzenberg, Ynon Kreiz, Janine Sherman Barrois
Industry leaders describe a post-bubble entertainment landscape where studios prioritize IP adaptations and franchises to mitigate risk while mid-tier originals strive to achieve viral success through organic audience growth. Strategic shifts are underway as traditional toy manufacturers pivot toward IP management and creators leverage co-ownership structures to secure better terms amidst fears of consolidation that could stifle artistic diversity. Although artificial intelligence is expected to democratize production, experts caution that human curation remains essential to differentiate authentic work from algorithmic clichés in a market defined by financial caution and fragmented consumer attention.
- Milken Institute34 min
A Conversation with Professional Basketball Player, Jeremy Lin | Asia Summit 2023
The provided audio log fails to deliver any substantive information regarding the University of Michigan, Dr. Cronenberg, or other mentioned figures due to its incoherent and fragmented nature. Instead of discussing specific trends, decisions, or outcomes related to the economy or climate change, the recording consists almost entirely of repetitive pleasantries and disjointed, unverifiable ramblings. Consequently, no reliable facts, data, or forward-looking statements can be extracted from this garbled text.
- Milken Institute50 min
Asia-Pacific Investment Outlook | Asia Summit 2023
Karishma Vaswani, Thomas Cheong, Andrew Cross, Kwok Fung Kenny Lam, Matthew Michelini, Elena Okorochenko
The panel discussion presents a severely fragmented and incoherent record containing unverified references to global geopolitics, climate change, and financial figures without logical narrative structure. Despite mentions of specific entities and speakers like Joanne and John, the conversation shifts rapidly between unrelated topics such as digital health and sports conferences without reaching any substantive conclusions. No reliable factual data, policy decisions, or investment trends can be extracted from the text due to its contradictory nature and lack of semantic clarity.