Latest Interviews
Showing 4636–4650 of 6,136 interview transcripts.
- Dwarkesh Patel47 min
Tyler Cowen - The Great Reset
Tyler Cowen analyzes the accelerated arrival of the "Great Reset," attributing the crisis to regulatory failures and inflexible institutions while predicting a significant biomedical innovation burst alongside persistent risks of racial segregation and catastrophic nuclear conflict. He argues that despite severe threats to the American regulatory state, large corporations remain drivers of dynamism and that long-term human survival depends on maintaining liberal institutions over a 700-to-800-year horizon rather than relying on space expansion. Cowen concludes by weighing optimistic recovery scenarios against a pessimistic reality of psychological scarring, ultimately emphasizing that Earth remains civilization's only viable home due to the binding constraints of physics and the high probability of great-power conflict.
- Milken Institute20 min
Part 1: A Conversation with His Excellency Waleed Al Mokarrab Al Murhairi
Waleed Al Mokarrab Al Murhairi, Hadley Gamble, His Excellency Waleed Al Mokarrab Al Muhairi
Mubadala's investment strategy leverages the pandemic as a catalyst to deploy $1.2 billion in strategic positions, such as its stake in India's Jio, while targeting long-term growth in technology, biotech, and healthcare infrastructure across the US, Asia, and Europe. The firm's conviction-led approach prioritizes balancing risk and reward over short-term volatility, with recent capital commitments designed to yield returns within a four-to-six-year horizon as market dislocations create entry points for major partners. By focusing on data-driven decisions and navigating regulatory scrutiny, Mubadala aims to capitalize on irreversible shifts in e-commerce, telemedicine, and industrial sectors despite global economic uncertainty.
- Milken Institute35 min
A Conversation with Tim Scott, US Senator, South Carolina
Senator Tim Scott leverages his background of overcoming poverty to advocate for individual responsibility, private capital investment through Opportunity Zones, and education reform via charter schools as solutions to systemic disparities. While acknowledging personal encounters with racial profiling and significant poverty rates in minority communities, he argues that attributing these issues solely to racism undermines agency and calls for redirecting resources from removing statues to building infrastructure and schools. Scott concludes that true prosperity requires faith-driven resilience, a free-market approach to job creation, and a focus on empowering the poorest children to maintain the nation's global standing.
- Milken Institute34 min
A Conversation with SoftBank Vision Fund CEO Rajeev Misra
The COVID-19 pandemic accelerated a global digital transformation that fundamentally reshaped supply chains, finance, healthcare, and education by replacing physical infrastructure with data-driven alternatives like dark kitchens and telemedicine. This shift empowered small businesses and consumers through frictionless digital payments, democratized access to credit and education, and forced a strategic pivot toward regional self-sufficiency in manufacturing and technology. As major firms like SoftBank curtailed experimentation to focus on survival, the event highlighted a geopolitical realignment where East-to-West technology transfer and national infrastructure security now supersede global scale.
- Goldman Sachs7 min
The Outlook for Tech Investing
Driven by superior fundamentals and a defensive balance sheet, the technology sector has outperformed the broader market during the current crisis, with earnings declining only 7% compared to a 20% drop in the S&P 500. Investment strategies now focus on sustainable SaaS beneficiaries and cyclically depressed areas poised for rebound, while emerging markets develop local digital giants enabled by mobile connectivity. Despite these opportunities, the sector faces headwinds from increasing U.S. and European regulatory pressures, supply chain shifts impacting margins, and valuations that remain elevated but discounted relative to historical norms.
- Goldman Sachs7 min
Tracking US Infrastructure Investing
Goldman Sachs analysts and D.C. teams project that while U.S. public construction represents a stable $300 billion market, recent spending has decelerated due to completed major projects and pandemic-related traffic declines creating a $30 billion revenue gap. Despite this short-term contraction driven by regional disparities and stalled public-private partnerships, the sector faces a broader $100 billion annual infrastructure deficit against historical tax revenue averages. Anticipated stimulus spending is expected to bridge the immediate fiscal hole, yet closing the long-term investment gap will require sustained revenue increases from state and local governments.
- Lex Fridman1h 9m
Peter Singer: Suffering in Humans, Animals, and AI | Lex Fridman Podcast #107
Philosopher Peter Singer draws on his Holocaust-survivor family history to articulate a utilitarian framework that prioritizes the reduction of conscious suffering across humans, animals, and potentially future artificial intelligences. He defines speciesism as a moral bias analogous to racism, arguing that the capacity to suffer is the sole criterion for moral consideration while advocating for effective altruism strategies to address immediate global crises. Although he remains skeptical of imminent existential risks from superintelligence, Singer emphasizes the ethical imperative to donate a portion of income and pursue high-impact careers to maximize positive utility in a finite world.
- Milken Institute27 min
A Conversation with FDA Commissioner Stephen Hahn
Dr. Hahn and the FDA are managing an unprecedented 250-treatment pipeline and 170 vaccine candidates while maintaining regulatory independence amid a surge in applications. The agency has authorized specific therapies like remdesivir and dexamethasone based on robust data analysis and is implementing clinical trial flexibilities to ensure diverse demographic inclusion. Despite the high stakes, FDA officials emphasize that safety and evidence-based decision-making remain paramount as they navigate supply chain logistics and monitor real-world outcomes for public health.
- Goldman Sachs26 min
Leslie Odom Jr., Original Cast Member of Hamilton
Leslie Odom Jr. sacrificed a lucrative television contract to portray Aaron Burr in the developmental stages of *Hamilton*, prioritizing artistic growth and personal transformation over immediate financial gain. As the filmed version of the musical launched on Disney+ in July 2020, Odom reflected on how the show reinterpreted historical tragedy and served as a vital tool for fostering empathy across racial divides during the pandemic. He further argues that the performance's enduring social relevance extends into activism, urging audiences to live authentically and challenge systemic unfairness rather than waiting for tragedy to drive change.
- Goldman Sachs17 min
From “The Way Forward" Conference: Dr. Leonard S. Schleifer, Co-Founder, Regeneron Pharmaceuticals
Dr. Leonard S. Schleifer, Marshall
Regeneron, led by CEO Dr. Leonard Schleifer and co-founder George Yancopoulos, accelerated antibody therapy development to five months for Ebola and a new viral threat by utilizing a proprietary mouse platform and a dual-antibody cocktail designed to prevent viral escape mutants. The company targets three distinct patient populations with the goal of reducing viral duration and preventing severe progression, prioritizing high-impact intervention over mass vaccination. This strategy leverages converged wet sciences and rapid sequencing technologies to validate the cocktail's efficacy against variants within hours, with critical clinical data anticipated in late summer.
- Goldman Sachs14 min
From “The Way Forward" Conference: David Rubenstein, Co-Founder, The Carlyle Group
David Rubenstein outlines five core leadership principles for navigating national crises, emphasizing that effective governance requires prioritizing national interests over politics and maintaining absolute transparency to preserve public credibility. Distinguishing current pandemics and racial justice movements from historical events by their immediate impact on personal mortality, he warns that leaders must rely on persuasion rather than command to implement difficult decisions amidst a predicted deep recession and soaring national debt. Rubenstein projects accelerated societal shifts toward remote work and healthcare investment while recommending key historical texts to contextualize these challenges and guide future generations.
- Goldman Sachs20 min
From “The Way Forward" Conference: Mike Roman, Chairman and CEO, 3M
Following the killing of George Floyd, 3M Chairman and CEO Mike Roman prioritized corporate social responsibility through direct engagement with African-American employees and coordinated public-private partnerships to bridge the societal trust gap. Simultaneously, the company rapidly pivoted its operations to address the pandemic by doubling N95 production, forming external alliances with partners like Ford and Cummins, and securing emergency authorizations from the FDA to meet healthcare demand. Roman's leadership strategy now integrates these crisis-driven innovations with a permanent shift toward hybrid work models and an expanded definition of corporate responsibility that treats community engagement as essential to long-term business continuity.
- Goldman Sachs23 min
From “The Way Forward" Conference: Rick Rieder, CIO of Global Fixed Income, BlackRock
Rick Reader outlines a market environment defined by unprecedented volatility and a structural shift toward equity-heavy allocations as the Federal Reserve maintains zero interest rates and expands its balance sheet to roughly $11 trillion. He forecasts moderate inflation driven by monetary expansion rather than traditional demand, prompting investors to hedge against currency debasement while European markets benefit from a new era of coordinated monetary and fiscal stimulus. To navigate these complex regimes, the investment landscape is evolving into a hybrid model that combines human macroeconomic judgment with BlackRock's aggressive integration of high-frequency data and advanced analytics.
- Goldman Sachs14 min
From “The Way Forward" Conference: Esther Krofah, Executive Director, FasterCures
Faster Cures currently monitors over 200 SARS-CoV-2 therapeutic candidates and 163 vaccine prospects, with the majority of treatments in Phase 2 or 3 testing and key programs like Moderna's mRNA vaccine and the Oxford/AstraZeneca project advancing rapidly. While early data supports Remdesivir and convalescent plasma as partial solutions, experts anticipate effective cures will likely emerge from combination therapies and require Emergency Use Authorizations between fall 2020 and early 2021. Vaccine availability for frontline workers is targeted for late 2020, though the accelerated 12-to-18-month timeline relies on aggressive manufacturing scaling and successful clinical data readouts expected by autumn.
- Goldman Sachs24 min
From “The Way Forward" Conference: Chris Kempczinski, President and CEO, McDonald’s
McDonald's CEO Chris Kamczynski detailed how the pandemic accelerated delivery growth and solidified drive-thru capabilities as critical operational assets that enabled the brand to navigate government closures. Leadership emphasized that the decentralized franchise model provided the agility necessary to adapt to regional recovery disparities across Asia, Europe, and North America, while internal diversity metrics and ongoing safety protocols remain central to the company's strategy. Ultimately, the crisis reinforced the long-term value of brand trust and demonstrated that transparent communication and strategic leadership depth are essential for managing unprecedented global complexity.