Latest Interviews
Showing 451–465 of 5,336 transcripts.
Clear all filters- Milken Institute30 min
Leading Through Volatility: Strategies for Agility and Resilience | Global Investors' Symposium 2026
Laura Deal Lacey, Rania Al-Mashat, Kenneth Gaw, Michael Smith, Kenny Ga
Panelists at a high-level economic forum analyze how a cascade of geopolitical shocks in early 2026, including US military interventions and strained alliances, has fundamentally altered the global investment landscape. Experts like Kenny Ga and Michael Smith detail a strategic pivot toward diversified "China plus one" industrial real estate, distressed corporate assets in Hong Kong, and infrastructure critical for AI resilience. The discussion concludes that future economic success relies on balancing rapid agility with strategic patience while navigating a multipolar technology environment where energy security and human capital define competitive advantage.
- Milken Institute46 min
What’s Next for China: The Master Plan for the New Economic Phase | Global Investors' Symposium 2026
Deborah Wong, Shenglin Ben, Chen Ding, David He, Angela Zhao, Ben Shenglin, Ding Chen
China's 15th Five-Year Plan prioritizes technology self-reliance and domestic consumption to position the nation as a global leader in AI and smart manufacturing by 2030, while projecting the service sector to reach 100 trillion yuan. Key growth engines include the healthcare and biomedicine industries driven by an aging population, alongside a surge in emotional consumption and local brand expansion among youth. Despite vulnerabilities in the semiconductor supply chain and financial sector, investors are increasingly allocating capital to ETFs and infrastructure projects that leverage China's manufacturing depth, low energy costs, and perceived geopolitical stability.
- The Economist9 min
Big Oil’s Iran windfall won't last | The Economist
Vijay Vaitheeswaran, Alice Fulwood, Ethan Wu
At the record-breaking CIRA Week conference convened by historian Daniel Yergin, global energy executives expressed immediate financial jubilation regarding windfall profits from high oil prices while grappling with severe geopolitical risks threatening the Strait of Hormuz. Key figures like ADNOC CEO Sultan Al-Jaber and General Mattis warned that disruptions to this critical choke point endanger not only crude shipments but also essential fertilizer supplies and semiconductor helium, creating potential global food and technology crises. Simultaneously, the assembly noted a strategic disconnect in US policy regarding the conflict and observed that current instability is accelerating a structural shift toward electric vehicles and clean energy in emerging economies to reduce reliance on volatile supply chains.
- All-In Podcast1h 20m
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Chamath, Jason, Friedberg, Sacks
President Trump has appointed David Sacks and Michael Kratios to co-chair the President's Council of Advisors on Science and Technology, directing a 15-member body to accelerate industrial policy in semiconductors, biotech, and AI while countering China's scientific surge. This appointment coincides with significant market shifts where Anthropic's aggressive enterprise growth challenges OpenAI's declining consumer dominance, prompting Sacks to critique regulatory capture strategies and advocate for parental responsibility over product liability in social media harms. Together, these developments signal a strategic pivot toward aligning government advisory structures with private sector "builders" to manage the transition from scientific discovery to industrial deployment.
- The Economist6 min
Christine Lagarde: “Europe-bashing is vastly excessive” | The Economist
Christine Lagarde, Zanny Minton Beddoes
Despite the European Union's historical success in preventing war, the bloc now faces severe economic stagnation relative to the United States, characterized by a widening GDP gap, declining competitiveness, and growing populist unrest. While former Prime Minister Mario Draghi proposed extensive reforms and external pressures from Donald Trump's administration further exposed European vulnerabilities, progress remains incremental rather than transformative. This deteriorating landscape forces a strategic reckoning as the EU attempts to leverage its superior healthcare and social stability while navigating increasing diplomatic hostility from the US.
- a16z50 min
What Tesla and SpaceX Teach Founders About Building Hardware | a16z
Erin Price-Wright, Chandler Luzsicza, Turner Caldwell
Chandler Lujitsa, former lead propulsion engineer for SpaceX's Starship, and Turner Caldwell, who built a billion-dollar lithium refinery at Tesla, founded Galadai and Mariana Minerals respectively to apply aerospace and automotive efficiency to defense and critical mineral supply chains. Both founders have operationalized flat organizations, aggressive scheduling, and factory-style manufacturing to solve industry-specific bottlenecks, such as underproducing missile systems and lacking software coordination in mining. Their ventures are currently targeting rapid scale-up through vertical integration strategies, autonomous robotics adoption, and aggressive hiring pipelines designed to sustain high-velocity execution in capital-constrained environments.
- Goldman Sachs20 min
Iran Conflict: How Long, and How Bad?
Sanam Vakil, Dennis Ross, Kevin Donegan, Alison Nathan
Entering its fourth week, the Iran conflict has evolved into a regime-survival struggle where Tehran seeks to spread costs widely while the U.S. military targets Iran's missile capabilities and nuclear program. Strategic deadlock persists over the Strait of Hormuz, as limited convoy operations can only restore roughly 20% of normal oil flows despite rehearsed allied defenses. Panelists conclude that resolving this locked-in scenario requires a mediated outcome, though recent political assassinations and the need to rebuild Iran's collapsed economy complicate any immediate return to pre-conflict stability.
Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office
Marc Andreessen, Ben Horowitz, Michel Del Buono, Molly O'Shea
Perennial, a multi-family office founded by Marc Andreessen and Ben Horowitz, serves a select group of principals and founders by employing professional investors rather than traditional service-oriented wealth managers. The firm addresses critical gaps in the wealth management industry, such as the misalignment of flat fee structures and the lack of tax optimization for high-tax jurisdictions, by offering customized asset allocation and in-house alternative investment teams. Through rigorous due diligence and strategic guidance on liquidity events like the potential SpaceX IPO, Perennial helps its clients navigate complex tax liabilities, diversify concentrated stock positions, and avoid the pitfalls of reinvesting directly into early-stage ventures without systematic analysis.
- Goldman Sachs10 min
“I’d Rather Be a Bond”
Goldman Sachs Asset Management projects two U.S. interest rate cuts this year, diverging from market expectations that favor holding rates steady through 2026, as the Federal Reserve focuses on core inflation and labor market stability despite an energy shock driven by the Iran conflict. This geopolitical tension has caused bond yields to expand by 50 to 175 basis points, creating attractive entry points for investors who favor fixed income over equities to capitalize on widened credit spreads and rising real yields. Upcoming policy decisions from the U.S. Federal Reserve, the Bank of Japan, the ECB, and the Bank of England in April are expected to clarify rate trajectories and alleviate current market volatility.
- All-In Podcast38 min
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
Bryan Johnson, David Friedberg
Brian Johnson reports that ingesting a high dose of 5-MeO-DMT induced a 48-hour session of total ego dissolution, effectively annihilating the brain's Default Mode Network to produce a profound metabolic reset and restored youthful neural connectivity. He interprets these neurological changes as a critical mechanism for anti-aging and psychological rejuvenation, complementing his broader longevity protocols that include mitochondrial transplantation, FoxO3 gene therapy, and personalized stem cell organoids. By framing psychedelics as essential tools for "psycho-flexibility" against rapid AI-driven change, Johnson aims to normalize these interventions while acknowledging the risks of unregulated use and the philosophical implications for personal identity.
- 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.
- Jane Street47 min
The Cost of Concurrency Coordination with Jon Gjengset
Jon Gjengset, John, Gabriel Kreiman
The presentation challenges the conventional view that mutexes are inherently slow, demonstrating instead that performance degradation in high-concurrency environments stems from CPU cache coherence overheads and MESI protocol costs rather than the lock mechanism itself. To address false sharing and serialization issues found in reader-writer locks, the speaker details the Left-Right data structure, a lock-free architecture that achieves linear scaling for read-heavy workloads by decoupling reader access from writer synchronization. Finally, the discussion emphasizes that optimal synchronization strategy depends on the specific read-to-write ratio and consistency requirements, urging developers to profile cache behavior and avoid blind optimization of lock primitives.
- The Economist10 min
Former head of MI6: Iran has the “upper hand” in the war | The Economist
Sir Alex Younger, Shashank Joshi
Despite a powerful U.S. air campaign, Iran maintains strategic initiative through dispersed military capabilities and the threat of closing the Strait of Hormuz, creating a resilient conflict environment that paradoxically bolsters regime morale while facing an estimated 80% domestic opposition. The death of Supreme Leader Ali Khamenei has accelerated a structural transition from religious theocracy to a pragmatic IRGC-dominated junta, characterized by the leadership of General Vahidi and the constrained influence of President Masoud Peseshkian. Analysts suggest that while the regime survives its "death throes" due to internal security crackdowns and limited Western intervention options, its long-term viability remains critically low given the population's desire for an end to theocratic rule and the potential for a successor-driven transition.
- Milken Institute30 min
A Look Inside Winning Strategies: The New Business of Sports | Global Investors' Symposium 2026
Emily Chan Tan, Marc Lasry, Oliver Weisberg
Blue Pool Capital's inaugural $1 billion fund and panelists Mark Lazzari and Oliver Weisberg address the transformation of the global sports industry into a formal asset class driven by institutional private equity and soaring franchise valuations. The discussion outlines investment strategies targeting undervalued teams, the exponential growth potential in women's sports and Asian markets, and the operational shift toward integrating AI while leveraging real estate synergies. By contrasting the financial return horizons of private equity funds with the competitive priorities of controlling owners, the event highlights how professionalization and technology are reshaping a sector currently valued at $2.3 trillion.
- Bank of America10 min
Building Financial Futures, One Lesson at a Time: Holly O'Neill & Tiffany "The Budgetnista" Aliche
Holly O'Neill, Tiffany "The Budgetnista" Aliche, Tiffany Aliche
Former preschool teacher Tiffany Aliche, known as the Budgetnista, transformed her personal collapse of $300,000 in debt during the 2008 recession into a global financial literacy movement that has helped millions manage hundreds of millions in savings and debt. Drawing on childhood family budgeting meetings and a judgment-free teaching philosophy, Aliche advocates for early financial education and the principle that money is a team sport requiring accountability partners. Her side hustle in clients' living rooms evolved into an enterprise teaching humor, simplicity, and dynamic pricing concepts to children as young as three to prevent future financial isolation.