Latest Interviews
Showing 46–60 of 1,758 transcripts.
Clear all filters- Milken Institute1h 0m
Capital in Motion: Repositioning at Scale for the Next Cycle | Global Conference 2026
Sara Eisen, Marcie Frost, Ron O'Hanley, Harvey Schwartz, Daniel Simkowitz
Geopolitical conflicts and tariff pressures are driving a fundamental reprioritization of global capital toward national security, supply chain resilience, and AI infrastructure, fundamentally altering the fifty-year status quo of international markets. Leading institutional investors, including Carlyle, State Street, and Morgan Stanley, characterize the current private credit environment as a healthy cycle transition rather than a systemic risk while deploying significant resources to capture the estimated $3.2 trillion in shifting sovereign wealth and the emerging artificial intelligence sector. As the global economy pivots to prioritize defense and compute capacity, market participants are redefining portfolio allocations to focus on US innovation hubs, robust Asian markets, and rigorous underwriting standards to navigate rising capital demands and potential labor displacement.
- Milken Institute28 min
Building a Brand in Midlife: A Conversation with Daphne Oz and Molly Sims | Global Conference 2026
Daphne Oz, Molly Sims, Loretta Lynch, Tara Hernandez O, Weronna Choi, Dorina Arellano Gonzalez Van Cleveen
At the 2026 Milken Global Conference, Molly Sims detailed her strategic expansion of WISE Beauty, a skincare brand securing $15 million in Series A funding to address the unmet needs of women aged 35 and older through a hero-focused product philosophy. Complementing the brand's growth with a rigorous "hire slowly, fire fast" culture and advanced AI integration for operational efficiency, Sims also launched her podcast *Lipstick on the Rim* to provide transparent industry insights outside traditional gatekeeping channels. Simultaneously, Daphne Oz introduced her *The Mothership* podcast to counter negative narratives about female misery, collectively positioning both entrepreneurs as key drivers in redefining the economic and emotional landscape for midlife women.
- Milken Institute26 min
Investing in Hollywood’s Connective Cultural Power: Eva Longoria & Kevin Yorn | Global Conference
Eva Longoria, Kevin Yorn, Rebecca Keegan
Eva Longoria and Kevin Glickman discuss a shifted investment landscape where successful ventures require rigorous operational execution rather than celebrity names alone. Longoria highlights her high-ROI successes with Siete Foods and John Wick, while Glickman emphasizes the critical need for protecting intellectual property and leveraging enterprise relationships in AI and cross-industry deals. Together, they outline a future where "hyphenate" talent must pair storytelling with proven business discipline, relying on specialized operators to ensure financial viability and authentic market conversion.
- Milken Institute39 min
International Security: Innovation, Investment, and Partnerships | Global Conference 2026
David Trulio, Christopher Coons, Eric Schmidt, Adam Smith, Chris Coons
Panelists including Eric Schmidt, Senator Chris Coons, and Representative Adam Smith argue that the war in Ukraine has exposed the critical need for the U.S. to replace expensive, traditional military assets with autonomous drones and AI-driven systems to secure a cost-effective deterrence against adversaries. To overcome entrenched bureaucratic inertia and fiscal constraints, the group advocates for bipartisan legislation like the SPEED Act, expanded co-production with international allies, and a workforce shift toward technical innovation over four-year degrees. These strategic adjustments aim to leverage the agility of private sector competitors against legacy defense primes while ensuring American technological leadership in an era of algorithmic warfare.
- Milken Institute59 min
Private Equity: Value Creation Under New Rate Regimes | Global Conference 2026
Hugh MacArthur, Joe Baratta, Martín Escobari, Raoul Hughes, Meredith Jenkins, Pete Stavros
Leading private equity firms like KKR and Blackstone are pivoting from speculative AI experimentation to targeted operational efficiency, achieving modest EBITDA improvements while redefining software investment criteria to prioritize durable infrastructure over vulnerable point solutions. As the industry confronts extended holding periods and a capital stack constrained by high entry multiples, firms are shifting focus from financial engineering to deep operational value creation, leveraging specialized sourcing and geographic diversification in markets like Japan and Germany. Looking ahead, the sector anticipates a surge in liquidity driven by a wave of maturing assets and a strategic expansion of retail capital access, provided that new vehicles maintain structural parity with institutional standards to avoid conflict-of-interest pitfalls.
- Milken Institute59 min
Global Economic Outlook: Navigating Growth, Risk, and Opportunity | Global Conference 2026
Conrad Kiechel, Zanny Minton Beddoes, Kristalina Georgieva, Mohamed Kande, Ariel Szarfsztejn, Mike Wirth
A two-month closure of the Strait of Hormuz has removed 14 million barrels daily from the global market, driving Brent crude near $115 while depleting strategic reserves and forcing the IMF to adopt adverse economic scenarios. Simultaneously, the AI sector has pivoted from generative tools to agentic automation, eliminating entry-level roles and triggering an international cyberarms race. These converging crises create a volatile environment where Europe faces energy and innovation lag, whereas nations securing reliable power and flexible capital markets are positioned to dominate the coming decades.
- Milken Institute34 min
Conversation with BlackRock CEO Larry Fink & Brookfield Corp CEO Bruce Flatt | Global Conference '26
Larry Fink, Bruce Flatt, Laurence D. Fink, Michael Milken
Bruce Flint of Brookfield and Larry Fink of BlackRock refuted private credit liquidity concerns while projecting a $10 trillion global infrastructure expansion driven by urgent shortages in power, compute, and defense-grade facilities. The executives detailed how hyperscalers are shifting from self-funding to external financing models, facilitating a massive capital transition where private credit and long-term asset managers fund AI data centers and autonomous security infrastructure. Furthermore, these leaders highlighted a structural evolution in retirement investing and asset consolidation, noting that consistent 12% annual returns and bespoke 50-year lock-up periods are essential to support this new "K-economy" where massive capital blocks outcompete traditional public equities.
- Milken Institute58 min
AI and Humanity: Evolution or Revolution? | Global Conference 2026
Erik Schatzker, Suzanne Dibianca, Tristan Harris, Amy Webb, will.i.am
Strategic foresight expert Amy Webb, ASU professor Will Iacovelli, and ethics founder Tristan Harris convened to argue that the current AI "arms race" threatens an "anti-human future" characterized by mass unemployment and social destabilization unless proactive governance is established. While panelists cited massive productivity gains and new job creation in sectors like Salesforce, they warned that without a modernized economic framework akin to a new Bretton Woods conference, the intelligence curse could drive 60–70% of GDP to machines while incentivizing the replacement of human labor. The group concluded that immediate implementation of dynamic incentive systems, such as contribution credits to fund social safety nets and a licensing framework for developer ethics, is essential to prevent a descent into fascism and ensure AI coexists constructively with humanity.
- 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 Institute44 min
A Conversation with Tom Brady & Shaquille O'Neal | Global Conference 2026
Tom Brady, Shaquille O'Neal, Jim Gray, Michael Ferro, Jamie Salter, Mike Milken
Hosted by Jim Lampley to honor Mike Milken, a panel featuring Tom Brady and Shaquille O'Neal alongside business partners Jamie Salter and Michael Farrow explored the critical necessity of transitioning from sports to entrepreneurship. The athletes emphasized that enduring success requires obsessive preparation, resilience in the face of failure, and strategic partnerships that protect a legacy while addressing health and family values. Their dialogue extended to specific industry insights, including Brady's ownership strategies for the Las Vegas Raiders and O'Neal's championship predictions for the Spurs, all framed within the shared mission of the upcoming Hall of Excellence initiative.
- Milken Institute51 min
Bending the Cost Curve: Understanding the GLP-1 Era | Global Conference 2025
Josh Barro, Michael Ferro, Simon Johnson, Lisa Stevens
A panel of industry leaders and medical experts analyzed GLP-1 drugs as a transformative treatment that significantly improves cardiovascular health and reduces long-term healthcare costs, provided patients adhere to therapy. The discussion highlighted a critical adherence gap where global discontinuation rates reach 50%, contrasting with a UK pilot program that achieved 98% retention through AI-driven telehealth and mandatory screening. While facing challenges like high initial costs, supply chain fraud, and societal stigma, successful employer-led programs are emerging as essential mechanisms to manage access, ensure safety, and align financial incentives for sustained workforce productivity.
- Milken Institute57 min
Storytelling, Strategy, & Innovation: Shaping the Future of Filmed Entertainment | Global Conference
Julia Boorstin, Ravi Ahuja, Casey Bloys, Debora Cahn, Mike Hopkins, Pearlena Igbokwe
Industry leaders at a recent strategic summit discussed the global streaming market's shift from subscriber expansion to profitability amid geopolitical trade uncertainties and rising overseas production costs. Executives from HBO, NBCUniversal, Amazon, and Sony outlined distinct platform priorities, such as maintaining premium weekly releases, leveraging live sports for audience aggregation, and rebundling third-party channels, while collectively rejecting AI as a creative replacement and favoring data for marketing over content greenlighting. The event concluded with predictions that the industry will see further consolidation, a resurgence of mid-budget adult films on streaming platforms, and a renewed strategic focus on live events to drive cultural conversation.
- Milken Institute46 min
Time to Build: Accelerating & De-risking Israel's Economic Growth, Recovery | Global Conference 2025
Glenn Yago, Tilli Kalisky-Bannett, Eugene Kandel, Michael Kashani, Seffy Zinger
Organized by the Milken Innovation Center, the "Time to Build" panel convenes policymakers and financiers to detail Israel's strategy for accelerating economic recovery while de-risking the high-tech sector following the October 7 attacks. The session highlights resilience metrics such as the Tel Aviv Stock Exchange's outperformance during wartime, alongside new regulatory initiatives like Yozma 2 and blended finance models designed to mobilize domestic capital and diversify away from foreign dependency. By integrating underrepresented populations into the labor market and leveraging AI for reconstruction, the panel frames a generational opportunity to transform the national economy through a coordinated public-private-philanthropic approach.
- 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 Institute1h 3m
Credit Outlook | Global Conference 2025
Michael Milken, Lee Kruter, Drew McKnight, Purnima Puri, James Reynolds, Christian Stracke
Driven by the 2023 banking retrenchment and rising institutional demand for yield, major asset managers including PIMCO, Fortress, and Goldman Sachs are shifting capital from traditional lending to non-investment-grade private credit and alternative financing structures. Panelists identify significant growth opportunities in undervalued asset-based credit, data center infrastructure, and expanding markets in Europe, Latin America, and the Middle East, while emphasizing defensive strategies focused on recovery rates rather than default probabilities. Despite regulatory uncertainties and untested default cycles, experts project the sector will scale significantly to fill the void left by contracting bank balance sheets.