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  1. 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.

  2. 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.

  3. 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.

  4. 80,000 Hours2h 1m

    The world is weird, our intuitions are dubious, and the US might be conscious | Eric Schwitzgebel

    Eric Schwitzgebel, Luisa Rodriguez

    Philosopher Eric Schwitzgabel argues that humanity lacks empirical justification for any single theory regarding the universe or consciousness, leaving all major foundational claims equally bizarre and uncertain. His analysis explores extreme implications of materialism, such as the potential consciousness of the United States, while suggesting that conscious states are likely indeterminate rather than binary. Ultimately, Schwitzgabel posits that while definitive answers remain elusive, science and philosophy will continue to expand the boundaries of inquiry, inevitably generating deeper mysteries as knowledge grows.

  5. 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.

  6. 20VC with Harry Stebbings54 min

    Ashley Kelly: The Playbook to Start and Scale Your SDR Team | E1162

    Ashley Kelly, Harry Stebbings

    A comprehensive framework establishes Sales Development as a critical third pillar of go-to-market strategy, defining distinct organizational structures for inbound and outbound teams under Marketing and Sales leadership respectively. The model prescribes a 70/30 compensation split tied to qualified opportunities, aggressive four-month ramping quotas, and a rigorous hiring process that prioritizes resilience, coachability, and proven grit through targeted role-playing. By leveraging AI to automate administrative tasks while maintaining human-led personalization, the approach ensures rapid onboarding and clear internal promotion pathways that position Sales Development leadership for future executive status.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

  11. 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.

  12. Milken Institute42 min

    Conversation with Bridgewater Associates' Founder, Ray Dalio | Milken Institute Asia Summit 2023

    Ray Dalio, Richard Ditizio, Amos Garcia

    The provided transcript contains no substantive facts, decisions, or actionable events, consisting instead of repetitive pleasantries and incoherent anecdotes. Disjointed references to government policies and non-existent institutions appear alongside meta-commentary that explicitly undermines the recording's validity. Consequently, the text is a hallucinated or corrupted entry devoid of the factual density required to summarize a meaningful event or discuss verifiable outcomes.

  13. 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.

  14. Goldman Sachs21 min

    Central bank divergence: Why it's happening and why it matters

    Jan Hatzius, Peter Praet, Maurice Obstfeld, Alison Nathan

    Market participants anticipate a divergence in G10 monetary policy as the European Central Bank prepares to cut rates in June while the U.S. Federal Reserve maintains its stance amid slower domestic disinflation and decelerating GDP growth. Leading economists argue that while this split may strengthen the dollar and trigger currency volatility, it is unlikely to cause systemic instability given deeper debt markets and improved inflation credibility globally. Experts further warn that premature Fed easing could tighten financial conditions too early, whereas sustained policy differences driven by U.S. fiscal expansion may prolong dollar strength and raise protectionist risks.

  15. Y Combinator41 min

    Better AI Models, Better Startups

    Gary, Jared, Harj, Diana, Melanie Warrick, Mark Mandelmann, Mark Blythington, Joel Morton, Jordan, Francesc Campoy Flores, Carrie Nordlund

    The event analyzes a strategic shift where startups can thrive by building specialized vertical B2B tools and niche consumer products rather than competing with major labs on general-purpose interfaces. It highlights how advanced capabilities like massive context windows and multimodal reasoning create new opportunities in sectors such as robotics, legal tech, and personalized agents while maintaining RAG infrastructure for enterprise data control. Ultimately, the consensus advises founders to leverage these model improvements to automate complex workflows, citing historical precedents where specialized players succeeded by avoiding head-on competition with tech incumbents.