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  1. All-In Podcast1h 49m

    DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

    Travis Kalanick, David Sacks, Masa, Friedberg

    Travis Cowan and David Sacks outline a technological landscape where Cloud Kitchens' robotics redefine food infrastructure, while DeepSeek's efficient AI model triggers a market correction that shifts value from frontier model development to application layers and hardware. Concurrently, the Trump administration's DOGE initiative aims to stabilize fiscal policy through aggressive federal spending cuts, though critics warn that mandatory programs limit executive leverage and that energy grid capacity remains the ultimate constraint on scaling autonomous vehicles and data centers. Together, these developments signal a transition toward an economy defined by commoditized compute, energy scarcity, and infrastructure-centric innovation driven by both US policy and Chinese technological efficiency.

  2. Milken Institute1h 1m

    Digital Media and Youth Mental Health | Global Conference 2024

    Jacob Ward, Kenneth Cole, Bill Ready, Jennifer Siebel Newsom, Ashwin Vasan, Sherrie Westin

    Experts and tech leaders are calling for federal regulation to address the digital toxin threatening adolescent mental health, noting that current industry incentives favor engagement over safety while parents struggle to act as the sole bulwark against online harm. With significant data linking increased screen time to rising anxiety and depression, proposed solutions include the Kids Online Safety Act, California's Age-Appropriate Design Code, and voluntary industry pledges like Pinterest's safety-first model that prioritizes well-being metrics over engagement. Although business leaders acknowledge the necessity of a regulatory floor to align financial interests with public health, the consensus remains that structural safeguards must be established to protect the developing brains of children before self-regulation or bans alone can solve the crisis.

  3. Milken Institute59 min

    Journalism Today: New Voices, New Models, New Methods | Global Conference 2024

    Josh Barro, Carlissia Graham, Nicholas Johnston, Jon Kelly, Janice Min, Kimi Yoshino

    Industry leaders and investors convened to analyze sustainable business models capable of reversing the journalism sector's decade-long revenue decline, featuring case studies from The Ankler, Puck, and the Baltimore Banner. The discussion emphasized that while philanthropic capital and AI efficiency offer operational relief, viability ultimately requires immediate profitability or a clear path to diversifying revenue beyond traditional advertising. Panelists further warned that billionaire ownership does not guarantee stability and argued against relying on government subsidies that might compromise editorial independence.

  4. Milken Institute1h 4m

    2024: What Matters Most in Marketing | Global Conference 2024

    Michelle Stevenson, Kathy Baird, Joe Gagliese, Ella Kieran, Kenny Mitchell, Raja Rajamannar, Amy Tunick

    Key industry leaders from The Washington Post, MasterCard, and WPP emphasized that traditional brand loyalty is largely a myth, necessitating a shift toward daily earned trust and "stickiness" through consistent performance and immersive experiences. Concurrently, the convergence of the creator economy, sustainability mandates, and the historic 2024 election cycle has compelled brands to abandon polished advertising in favor of authentic, low-cost content and behavioral change initiatives that prioritize human connection over intellectual cleverness. As audiences fragment across platforms like TikTok and cinema, organizations like Levi's and National Cinemedia are adapting by co-authoring narratives with consumers and leveraging non-partisan spaces to navigate a volatile information landscape while integrating AI as a co-pilot for strategic analysis.

  5. Milken Institute1h 2m

    Sustaining Food for the Future | Global Conference 2024

    Dana Cowin, Joanne Canady-Brown, Aaron Choi, Michael Cimarusti, Rose Previte

    Moderated by Dana Cowan, a panel of food industry leaders redefined sustainability as a holistic practice encompassing microeconomic support, ecological resilience, and workforce development. Rose Prince detailed her initiatives to empower small-scale winemakers and communal restaurant spaces, while Michael Shayan Zangiri highlighted the collapse of wild fisheries and rejected lab-grown alternatives in favor of preserving coastal communities. Complementing these perspectives, Aaron Choi demonstrated water-efficient agricultural innovations at his San Diego farm, and Joanne Chang emphasized the necessity of converting transient service jobs into sustainable career pathways through her new training kitchen.

  6. Milken Institute1h 0m

    Championing Innovation and ROI in Women's Health Care | Global Conference 2024

    Sheryl WuDunn, Nancy Brown, Jocelyn Frye, Kate Ryder, Maria Toler, Olivia Walton

    Recent policy shifts and private investments have targeted critical gaps in women's health, following a White House initiative to fund research and a SteelSky-led advocacy push for $12 billion in congressional approval. Despite these efforts, severe disparities persist, including an 18% higher out-of-pocket cost for women, a 20% maternal mortality gap for Black women, and a clinical trial landscape where women of color remain severely underrepresented. Industry leaders and investors are now pivoting toward personalized, lifecycle-focused solutions and "Food is Medicine" models to address systemic barriers while capitalizing on the economic imperative of supporting female health.

  7. Milken Institute55 min

    2025 Milken Institute Best Performing Cities Overview

    Maggie Switek, Janet Cowell, Ben Nadolski

    The Milken Institute ranked Raleigh, North Carolina, and Ogden-Clearfield, Utah, as the top two large U.S. metropolitan areas by balancing labor market data with community well-being metrics. Raleigh achieved this standing through a diverse economy anchored by life sciences and higher education, alongside strategic investments in green infrastructure and inclusive workforce training. Meanwhile, Ogden-Clearfield leveraged its defense and aerospace base, a culture of shared responsibility, and an equitable income distribution model to secure the number two spot while preparing for the 2034 Winter Olympics.

  8. Milken Institute1h 1m

    The Emerging World of Opportunities: Insights from MI's Global Opportunity Index | Global Conference

    Carole Biau, Jarred Glansbeek, Richard Jadulan, Leticia Jáuregui Casanueva, Toyin Sanni, Carol Beo, Jared Glanzbeck

    The Milken Institute Global Opportunity Index panel evaluated investment landscapes across Sub-Saharan Africa, Latin America, and Asia, highlighting specific regional drivers such as Nigeria's administrative reforms, Mexico's nearshoring potential, and the Philippines' regulatory liberalization. Key speakers Jared Glanzbeck, Dr. Toyin Sani, and Leticia Haureyi-Casanueva emphasized that undervalued emerging markets offer significant equity entry points when investors overcome perception gaps through local partnerships and targeted focus on gender diversity and climate resilience. The discussion concluded that strategic capital allocation into human capital and sustainable infrastructure remains critical for capturing the substantial foreign direct investment inflows correlated with improved institutional frameworks.

  9. Milken Institute56 min

    Inclusive Capitalism: Unleashing Growth in the Global Economy | Global Conference 2024

    Troy Duffie, Nisha Biswal, Roger Ferguson, Carla Harris, Martin Nesbitt

    This event convened economic and financial leaders to analyze the U.S. job market, evolving inflation dynamics, and the strategic expansion of private credit and development finance in response to global supply chain shifts. Panelists redefined investment frameworks through "Capitalism 3.0," integrating ESG metrics and diversity initiatives into core risk management while addressing the Series A funding gap for entrepreneurs of color. Key outcomes included the U.S. Development Finance Corporation's doubled mandate to $60 billion and the launch of Morgan Stanley's Next Level Fund, which pairs capital with operational expertise to support inclusive growth and stable returns.

  10. All-In Podcast1h 47m

    LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

    Zuck, Trump, Cyan Banister, Chamath, Jason, Mark-Zuckerberg

    Panelists dissected the catastrophic Palisades Fire as a product of extreme climate conditions and systemic policy failures involving environmental regulations and insurance market collapse. The discussion expanded to critique current California leadership, with calls for business executives to replace career politicians, while simultaneously analyzing Meta's strategic shift away from third-party fact-checking. Further topics included NVIDIA's new edge computing hardware for AI and robotics, the geopolitical imperative of securing Arctic shipping lanes, and predictions regarding future market shifts in the S&P 500 and US national debt.

  11. Milken Institute51 min

    Credit Investors Taking the Reins | Middle East and Africa Summit 2024

    Michael Piwowar, Sandeep Chandak, Michael Gross, Zia Uddin, Orla Walsh, Mike Pivovar

    A panel of industry leaders outlined the divergent trajectories of global private credit markets, noting Asia's rapid expansion into a mature source of alpha while the U.S. market faces yield compression and systemic stress from high leverage in the upper-middle sector. Speakers detailed strategic shifts toward labor-intensive origination, specialized financing for infrastructure gaps, and the regulatory necessity of robust legal frameworks to protect investor interests. The discussion concluded that future success depends on diversified, multi-strategy approaches capable of navigating retailization risks and generating equity-like returns as the industry transitions from a double-digit return era to a more normalized competitive landscape.

  12. Milken Institute48 min

    The Evolving Landscape of Private Markets | Middle East and Africa Summit 2024

    Laura Merlini, Lauren Goodwin, Klaus Hommels, Scott Spielvogel, David Steinbach, Andrew Weinberg

    The event examines how shifting macroeconomic trends, including lower interest rates and the $90 trillion generational wealth transfer, are driving capital into private markets while redefining exit strategies and liquidity structures. Speakers detailed critical convergence points where defense tech, AI implementation, and infrastructure real estate intersect with evolving regulatory frameworks in Europe and the US. These discussions project a resilient 2025 outlook where public and private market mechanisms merge to support middle-market growth and operational innovation.

  13. Milken Institute53 min

    Asset Management: Vying for the Competitive Edge | Middle East and Africa Summit 2024

    Michael Piwowar, Todd Boehly, Lawrence Golub, Martin Horne, Camilla Languille, Stephanie Rader, Mike Pivovar

    Leading global investors, including Mubadala, Eldridge, Golub Capital, and Goldman Sachs Asset Management, discussed strategies for navigating a shifting landscape characterized by the convergence of artificial intelligence and energy infrastructure needs. The panel highlighted specific tactical shifts such as Mubadala's launch of the MGX AI fund, Eldridge's opportunistic crisis lending, and the region's urgent demand for private credit to support Saudi Vision 2030. Additionally, participants analyzed geopolitical diversification away from China toward India and emphasized the Middle East's role as a critical hub for attracting global AI talent and scaling sustainable technology investments.

  14. All-In Podcast6 min

    What's Wrong with the NBA? Former Warriors Owner Explains

    Chamath, Jason, Friedberg, Gavin

    Chamath Palihapitiya warned that professional sports franchises face significant financial risk in 2024 due to declining viewer engagement and valuation models sensitive to revenue drops, a view challenged by Gavin Newsom who pointed to tech giants' robust NFL acquisitions and the institutionalization of league ownership. While Newsom distinguished the NFL as the best-managed league compared to the NBA, he argued that massive capital reserves held by tech corporations could absorb short-term losses to secure long-term user acquisition. The discussion concluded by noting that current eleven-year media rights contracts provide near-term stability, though future value depends on whether leagues can address management failures and restore audience interest.

  15. Milken Institute44 min

    Building Smart Health Ecosystems: Shaping the Future of Health Care | Middle East and Africa Summit

    James Bethell, Helmy Eltoukhy, Helmut Schuehsler, Geetha Tharmaratnam

    Healthcare panelists identify the transition to patient-centric smart ecosystems as essential for shifting from reactive symptom treatment to proactive, personalized prevention, yet they note that entrenched fee-for-service models in Western markets like the US currently impede the adoption of existing clinical guidelines. While immediate gains are achievable through strict implementation of current protocols and breakthroughs like FDA-approved liquid biopsies, radical transformation is projected to occur most rapidly in emerging markets such as the Middle East and Africa where legacy infrastructure is absent. To overcome funding gaps and scale these innovations globally, experts advocate for the development of unified regulatory frameworks and the mobilization of patient capital from multilateral institutions to support long-term health infrastructure projects.