Latest Interviews
Showing 31–45 of 742 transcripts.
Clear all filters- Milken Institute26 min
A Conversation with Venezuelan Democratic Leader Maria Corina Machado | Global Conference 2026
Maria Corina Machado, Fareed Zakaria
Nobel Peace Prize recipient María Corina Machado, having escaped Venezuela's repressive regime, advocates for a three-phase democratic transition that prioritizes electoral legitimacy, judicial restoration, and the privatization of the oil sector to address a $190 billion debt and 650% inflation. Her roadmap, supported by U.S. Secretary of State Marco Rubio, outlines a strategic framework involving debt restructuring with the IMF and the recruitment of the diaspora to rebuild infrastructure, while ensuring accountability for crimes against humanity through the International Criminal Court. Despite significant security challenges and international opposition from state actors like Russia and Cuba, Machado posits that the military's potential support and the nation's critical mineral reserves could facilitate a "nearshoring" economic boom and position Venezuela as a leader in artificial intelligence.
- Milken Institute1h 0m
Global Capital Markets | Global Conference 2026
David Faber, Waleed Al Mokarrab Al Muhairi, Jon Gray, Jenny Johnson, Robin Vince, James Zelter, Robin Wright
Mubadala CEO Waleed Al-Saad outlines a resilient investment strategy that leverages the UAE's strong domestic cohesion to drive a global V-shaped recovery focused on long-term themes like AI, energy, and healthcare. While the US economy remains insulated by energy independence, unprecedented capital expenditure totaling trillions is reshaping asset markets through a shift from asset-light to heavy models, supported by a record $1.1 trillion in investment-grade issuance. The discussion further projects a labor market surge in blue-collar sectors due to physical AI infrastructure demands, while warning that US debt sustainability and European energy fragility necessitate a multi-faceted, open-architecture approach to funding future growth.
- Milken Institute30 min
A Conversation with Citadel’s Ken Griffin | Global Conference 2026
Ken Griffin characterizes the Middle East conflict as a severe humanitarian crisis that threatens to trigger a global recession within six to twelve months, though he maintains that U.S. energy independence from fracking insulates the American economy from immediate oil shocks. He details a shifting political landscape where rising extremism and progressive policies in Chicago and New York drive a corporate exodus toward business-friendly states like Florida, where Citadel is doubling down on its operations. Looking ahead, Griffin emphasizes education as a national emergency to combat inflation and workforce displacement, advocating for meritocratic reforms and the integration of AI to create new jobs while preserving the skills of older workers.
- Milken Institute20 min
A Conversation with IMF Managing Director Kristalina Georgieva | Global Conference 2025
Kristalina Georgieva, Gerard Baker
Following an IMF downgrade of the global growth forecast to 2.8%, Managing Director Kristalina Georgieva addresses diverging inflation trajectories and rising fiscal constraints while urging China to undertake structural reforms to shift toward domestic consumption and reduced state intervention. Amidst a volatile trade landscape marked by the erosion of fair trade mechanisms and a transition to new economic equilibriums, policymakers are prioritizing bilateral agreements and supply-side productivity enhancements to stabilize financial markets and foster sustainable expansion. This strategic pivot seeks to navigate "off the charts" uncertainty by balancing emerging market resilience against the severe deflationary pressures in China and the debt challenges facing advanced economies.
- Milken Institute41 min
Conversation with KKR Co-Founders Henry Kravis and George Roberts | Global Conference 2025
Henry Kravis, George Roberts, Jason Kelly
Founded by Henry Kravis and George Roberts, KKR currently manages $664 billion in assets while deploying capital at a rate exceeding $30 billion annually, with a strategic focus on infrastructure and Asian markets. Co-CEOs Scott Nuttall and Joe Bay are driving a retailization strategy that has tripled the firm's alternative asset offerings to $21 billion, aiming to democratize private equity access for 401(k) investors. Amidst rising tariff concerns, the firm prioritizes linear capital deployment and global self-reliance trends, particularly in Europe and India, while maintaining a balanced portfolio structure distinct from real estate or highly leveraged ventures.
- Milken Institute57 min
Leaders in Asset Management | Global Conference 2025
Michael Milken, Jonathan Gray, Marc Rowan
Over three decades, Blackstone and Apollo have evolved from niche funds into $1.2 trillion powerhouses by pivoting to private credit and emerging markets to fill financing gaps left by constrained banks. These leaders are reshaping the global economy by targeting non-investment grade borrowers and capitalizing on growth in India, Southeast Asia, and the Middle East while leveraging long-term ownership to drive wages and human capital initiatives. Looking ahead, both firms aim to dominate the shifting landscape of active asset management and full-service capital solutions, utilizing adaptive cultures and specialized technology to generate excess returns as public markets increasingly index.
- Milken Institute19 min
A Conversation with Federal Communications Commission Chairman Brendan Carr | Global Conference 2025
FCC Chairman Brendan Carr has launched the agency's most significant deregulatory initiative in history, seeking to eliminate approximately 2,000 active dockets and establish a new Council on National Security to counter perceived Chinese infiltration risks. The administration prioritizes accelerating 5G and 6G deployment by restoring FCC auction authority to generate over $80 billion and transitioning federal spectrum to the commercial market, while simultaneously reviewing major mergers like Verizon-Frontier and T-Mobile U.S. Cellular. Carr further defended distinct regulatory obligations for broadcasters to support localism and dismissed conflicts regarding his Comcast background as the FCC moves to eliminate legacy copper retirement rules in favor of modern IP infrastructure.
- Milken Institute1h 0m
Leading the Democratic Party into the Future | Global Conference 2025
Josh Barro, Jon Cowan, Jason Furman, Sarah Longwell, Chuck Rocha, Neera Tanden
Post-2024 election strategists including Neera Tanden, Jason Furman, and Sarah Longwell analyze the Democratic Party's defeat by highlighting a disconnect between popular policy platforms and voter perceptions of economic insecurity and cultural identity. The panel identifies critical failures in messaging regarding inflation and immigration, noting that the party's heavy spending on abortion rights and reliance on a "consultant class" alienated the white working-class coalition essential for winning swing states. To secure future victories, experts recommend a strategic pivot toward authentic working-class narratives, an "all-of-the-above" energy approach, and a departure from activist-driven constraints to re-engage moderate voters on issues of cost of living and national security.
- Milken Institute17 min
Time to Heal: Bring the Hostages Home Now, A Conversation with Noa Argamani | Global Conference 2025
At the Milken Institute Global Conference, rescued hostage Noam Gamani detailed the lethal conditions and ongoing execution of captives held in Gaza, specifically highlighting the unresolved status of her partner Avi Natan. Gamani, recognized as a 2025 *Time* 100 inductee, urged global leaders to maintain relentless public pressure through visible advocacy to secure a comprehensive negotiation deal for the 59 remaining hostages. She emphasized that the crisis remains an active war zone where daily casualties occur unless immediate diplomatic action addresses the imminent threat of death for those still imprisoned.
- Milken Institute18 min
A Conversation with Fernando Haddad, Minister of Finance of Brazil | Global Conference 2025
Fernando Haddad, Laura Deal Lacey
President Lula's administration projects a sustainable 3% annual economic growth trajectory through structural tax reforms, a new carbon market, and a Vice Presidential-led reindustrialization plan targeting hundreds of billions in private investment. This domestic strategy is reinforced by a dedicated National Data Center Policy promoting green digital infrastructure and solidified international partnerships under the G20 and BRICS frameworks to drive climate governance and the upcoming COP30 summit. With advanced infrastructure concessions and commitments such as a $34 billion corporate investment package, Brazil positions itself as a secure hub for sustainable capital seeking alignment with its 90% clean energy matrix.
- Milken Institute46 min
AI Ahead and the Future of Innovation | Global Investors' Symposium 2026
Annabelle Droulers, Winston Cheng, Ben Dawson, Sung Kim, Yifan "David" Li, Rui Li
Lenovo CFO Winston Wu and other industry leaders addressed the "perfect storm" of geopolitical tensions and supply chain disruptions, while highlighting a strategic shift toward sovereign AI and localized data infrastructure. Speakers from Upstage, Hasai, and VITA Technologies detailed a transition from digital models to "Physical AI," driven by advancements in low-cost LiDAR, tactile sensing, and the imminent emergence of general-purpose robots. The consensus forecasts a 2024–2025 market pivot where hyperscalers accelerate hardware procurement for edge computing, enabling autonomous agents to navigate global complexities through hybrid compliance strategies and self-improving capabilities.
- Milken Institute18 min
US House Financial Services Subcommittee on Digital Assets Chairman Bryan Steil | Future of Finance
U.S. policymakers are navigating a critical inflection point where new frameworks for the Genius Act and targeted AI regulation aim to solidify American dominance in stablecoins, tokenization, and digital assets against global competitors. These strategies leverage the $300 billion stablecoin market backed by U.S. Treasuries and the projected $4 trillion in 2030 tokenized securities to drive dollarization in unstable economies while avoiding the innovation-stifling effects of broad horizontal laws. By engaging directly with the House Financial Services Subcommittee, industry leaders and regulators seek to protect consumers from bad actors through a scalpel-like approach that preserves market-driven outcomes.
- Milken Institute19 min
Conversation with Columbia Investment Management Company CEO & President Kim Lew | Future of Finance
Columbia University manages the complex transition from traditional globalization-driven investing to a fragmented landscape defined by geopolitical risk, AI integration, and restrictive cross-border regulations. The institution deploys advanced artificial intelligence tools to rapidly analyze data, streamline operational dashboards, and provide an unbiased perspective within its Investment Committee, thereby distinguishing itself from over-allocated peers. Ultimately, the approach emphasizes building horizontal networks and cultivating future thought leaders to ensure mission-driven organizations can navigate volatile markets while maintaining long-term tactical flexibility.
- Milken Institute22 min
Global Economic Outlook: A Conversation with Dan Katz | Future of Finance 2026
The IMF warns that escalating Gulf conflict introduces significant inflation and growth risks by disrupting energy markets and straining fragile economies, necessitating cautious monetary responses based on the duration of the instability. Simultaneously, the Fund highlights excessive global external imbalances, specifically criticizing the United States' large current account deficit and China's reliance on weak domestic consumption, while urging structural shifts to reduce trade tensions. In parallel, the IMF addresses the emerging stablecoin ecosystem, noting its potential for financial inclusion alongside risks of banking disintermediation, and reaffirms the US dollar's enduring central role in the international monetary system despite recent market deleveraging.
- Milken Institute51 min
Advancing Economic Mobility | Future of Finance 2026
Dan Carol, Anna-Lisa Miller, Shil Patel, Rob J. Shapiro, Marcus Shaw
The event outlines a multi-pronged economic strategy combining newborn investment accounts, federal retirement matching for gig workers, and expanded worker ownership to address extreme wealth concentration. Key participants including Ownership Works and Alt Finance demonstrate how equity participation and HBCU talent pipelines generate significant returns for non-c-suite employees and underrepresented communities. By integrating these private sector innovations with policy proposals for mid-career retraining, the initiative aims to mitigate AI-driven displacement risks and secure broad-based long-term economic mobility for millions of Americans.