Latest Interviews
Showing 46–60 of 84 transcripts.
Clear all filters- Milken Institute57 min
Pt. 1 A Conversation with Steve Ballmer Pt. 2 California's Future Economy
Steve Ballmer, Michael Milken, Kevin Klowden, Kevin Demoff, Charles Harrington, Paul Markovich, Betty Yee
Former Microsoft CEO Steve Ballmer applies his "great ideas" and performance-driven leadership philosophy to his current ventures, including his 2014 acquisition of the NBA's Los Angeles Clippers and his nonpartisan USAFacts initiative. This event details Ballmer's strategic focus on winning championships, his "venture capital philanthropy" for early childhood education, and his data-driven approach to government accountability. The discussion culminates in a broader panel on California's economic future, where experts examine the threats of automation, healthcare inflation, and cybersecurity to sustainable workforce growth and public sector reform.
- Milken Institute46 min
The Future of Health: A New World of Collaboration
Michael Milken, Francis Collins, Lynn Goldman, Bob Hugin
The National Institutes of Health, alongside corporate leaders like Celgene and academic institutions such as GW School of Public Health, is driving a decade-long strategic shift toward cross-sector collaboration to address mounting global health crises including opioid addiction, rising obesity-related cancers, and antimicrobial resistance. Key initiatives such as the Accelerating Medicines Partnership and the "All of Us" research program are deploying hundreds of millions in combined public and private funding to accelerate therapeutic discovery, leverage genomic data, and implement preventive structural interventions. This coordinated effort aims to reverse declining U.S. life expectancy trends and reduce the $4 trillion annual economic burden of chronic disease by aligning industry innovation cycles with public health objectives.
- Milken Institute48 min
A Conversation with FDA Commissioner Scott Gottlieb
Scott Gottlieb, Michael Milken, Indra Nooyi
This summit convened experts and FDA leadership to address critical public health challenges, including the link between sleep deprivation and obesity, the scaling of screen time interventions, and the opioid epidemic. Regulatory strategies were detailed for reducing opioid exposure through shorter prescription durations, while new tobacco policies aim to minimize nicotine addiction in combustible products and regulate youth-targeted vaping technologies. Additionally, the discussion covered FDA responses to supply chain disruptions in Puerto Rico following a hurricane and the development of regulatory frameworks for emerging digital health and artificial intelligence tools.
- Milken Institute1h 38m
A Conversation with Ray Dalio and Michael Milken
Ray Dalio outlines his journey from a 1960s caddie to the architect of Bridgewater's "idea meritocracy," a philosophy forged after a costly 1982 sovereign debt mistake forced him to prioritize objective disagreement over ego. Drawing on historical cycles like the 1974 market crash and 1937 recession, Dalio warns of current parallels in wealth disparity and pension funding gaps while critiquing Bitcoin as a speculative bubble despite China's engineering strengths. His analysis concludes that future economic resilience depends on radical transparency, automation-ready skills, and recognizing that sustainable wealth is a byproduct of value creation rather than an end goal.
- Milken Institute1h 1m
Global Capital Markets
Michael Milken, Thomas Finke, Joshua Friedman, Sir Michael Hintze, Steven Tananbaum, Mike Milken, Jim Kim, Michael Hintze
Panelists including Michael Hensley, Josh Friedman, and Steve Tannenbaum analyze how China's Belt and Road Initiative and a surge in private equity ownership are fundamentally reshaping global capital markets and driving wealth concentration. The discussion highlights critical risks such as evaporating fixed-income liquidity from passive investing, alongside specific investment opportunities in distressed assets and emerging credit markets across Asia and Africa. Experts conclude that navigating this unstable environment requires a strategy favoring high-yield idiosyncratic plays while anticipating that future wealth generation will stem from infrastructure development in the Global South.
- Milken Institute1h 0m
Credit Market Outlook
Michael Milken, Ilfryn Carstairs, Pierre de Chillaz, Juan Delgado-Moreira, Lawrence Golub, Robert Petty, Mike Milken
This panel analysis details how global bank retrenchment has created a six-trillion-dollar capital gap filled by non-bank lenders across the U.S., Europe, and Asia, particularly benefiting small and medium enterprises in regions with improved restructuring laws. While U.S. private credit focuses on senior secured floating rate debt to maintain 11–12% returns amid eroding covenants, Asian and European markets present opportunities for value creation through distressed scenarios and significant currency advantages. Industry leaders like Golub Capital and Hamilton Lane highlight a strategic rotation away from junior debt risks toward operational, direct lending structures to capitalize on these structural shifts while managing leverage and currency volatility.
- Milken Institute57 min
Women Leaders’ Summit: Workforce of the Future: Leading a Reinvention
Tim Dattels, Lim Hwee Hua, Michael Milken, Noni Purnomo, Keiko Tashiro, Sophia, Mike Milken
A panel discussion on AI integration and global demographic shifts featured Sophia the humanoid robot advocating for the unification of human and artificial intelligence while analyzing how automation is displacing male-dominated manual labor and reshaping gender dynamics. Experts from Singapore, Japan, and Indonesia highlighted urgent workforce challenges posed by aging populations in the East and youth bulges in Africa, proposing solutions ranging from robot taxation to lifelong education models that prioritize adaptability over specific academic majors. The consensus emphasized that future prosperity depends on technological fluency and a growth mindset to navigate the complex transition toward a society where robots handle physical tasks while humans focus on intellectual and creative endeavors.
- Milken Institute1h 3m
Jobs of 2037: Preparing for the Future
Michael Milken, Josephine Teo, Joseph C. Tsai, Igor Tulchinsky, Jaime Augusto Zóbel de Ayala, Michael Clouden
The Milken Institute Global Conference Asia Summit addressed the strategic imperative of balancing automation with human connection to prepare for a global population projected to reach one billion more by 2037. Speakers from Singapore, the Philippines, and China highlighted successful models where targeted education, industry transformation maps, and ecosystem-driven logistics have offset workforce shrinkage and created millions of new roles. The consensus emphasizes that governments and corporations must foster facilitative environments and robust social safety nets to ensure technological advancement translates into shared economic prosperity rather than widespread displacement.
- Milken Institute1h 3m
Common Sense from Uncommon Investors
Michael Milken, Thomas Barrack, John Calamos Sr., Mitchell Julis, Stephen Schwarzman, Jonathan Sokoloff
Leading Blackstone executives and private equity investors convened to analyze the structural evolution of global capital markets, highlighting a strategic pivot toward service-based consumer portfolios and the critical role of alternative financing in filling gaps left by traditional banking constraints. The panel detailed specific operational successes, including long-term outperformance in real estate and private equity against public indices, while addressing governance models that align owner-operator incentives with sustained job creation and revenue growth. Participants further outlined a forward-looking framework that rejects the permanence of low-interest-rate environments, urging active management and disciplined exit strategies to navigate emerging geopolitical dislocations and inflationary pressures.
- Milken Institute1h 3m
Credit Market Outlook
Michael Milken, Mark Attanasio, George Hicks, Sir Michael Hintze, Joseph Naggar, Jim Zelter
Leading credit investors including representatives from Apollo Management, GoldenTree, and CQS convened to analyze market inefficiencies driven by passive capital flows and the proliferation of covenant-light debt. These firms highlighted specific strategies ranging from Crescent Capital's $4.6 billion mezzanine fund and Apollo's Westinghouse restructuring to GoldenTree's deep-value trust preferred trades, all designed to capitalize on global yield scarcity and emerging market distortions. The panelists collectively emphasized a defensive posture against rising interest rates through floating-rate dominance while stressing that deep fundamental analysis remains the primary source of excess returns in a shifting macroeconomic landscape.
- Milken Institute1h 5m
Space Travel: From Mars to the Stars
Michael Milken, Buzz Aldrin, Daniel Goldin, Mae Jemison, Yuri Milner
Panelists including Buzz Aldrin, Dan Goldin, and May Yi outline a strategic roadmap for human expansion from the Moon to the stars, featuring Aldrin's 2039 Mars colonization plan and Breakthrough Starshot's billion-dollar interstellar probe initiative. The discussion emphasizes a collaborative framework where private sector funding drives high-risk exploration while governments support infrastructure, aiming to solve technical hurdles like relativistic sail integrity and biological survival for deep space travel. Ultimately, the experts argue that pursuing audacious goals like interstellar flight is essential to galvanize global innovation, ensuring the long-term survival of the human species by expanding beyond Earth's carrying capacity.
- Milken Institute1h 3m
Credit Market Outlook
Michael Milken, Mark Attanasio, George Hicks, Sir Michael Hintze, Joseph Naggar, Jim Zelter
Leading credit managers from Apollo, Crescent Capital Group, and GoldenTree warned that the global credit cycle is maturing and prone to a correction in 2018 due to excessive private equity leverage and a market overexposed to passive investment vehicles. To navigate an environment characterized by covenant-lite structures and rising interest rates, these panelists advocate for active management strategies focused on strict underwriting, floating-rate instruments, and distressed opportunities in Europe and emerging markets. By prioritizing complex origination and deep fundamental analysis over index-driven approaches, active managers aim to identify value in mispriced assets while mitigating the risks of an imminent market downturn.
- Milken Institute1h 10m
Global Capital Markets: New Risks, New Opportunities
Michael Milken, Marisa Drew, Luke Ellis, Thomas Finke, Nobel Gulati, Jonathan Nelson
Leading investment executives from Providence Equity Partners, Two Sigma, Credit Suisse, Man Group, and Barings convened to analyze how technology-driven innovation and regulatory shifts are reshaping capital markets. Participants emphasized that while true uncorrelated alpha has become scarce, firms are increasingly relying on organizational alpha, data science integration, and collaborative cultures to generate returns across media, private equity, and direct lending sectors. The consensus highlighted a critical transition where traditional finance models must evolve to incorporate scientific methods and address systemic risks associated with the rapid growth of non-bank lending.
- Milken Institute1h 10m
2016 CA Summit - A Hard Sixth: Keeping California Strong in a Competitive Global Economy
Michael Milken, Kevin de León, Scott Minerd, Gabriel Petek, Marcus Thygeson, Mimi Walters
California leverages its status as the world's fifth-largest economy to drive global bioscience innovation and secure over 60% of U.S. venture capital, despite facing acute fiscal volatility and a $74 billion in retiree health liabilities. Key figures including Senator Kevin de Leon and Representative Mimi Walters debated strategies to balance aggressive clean energy investments with necessary corporate tax reforms to reverse manufacturing decline and resident outflows. Future growth hinges on democratizing access to education and early childhood programs while shifting pension portfolios toward infrastructure to sustain the state's demographic precarity and high cost of living.
- Milken Institute1h 19m
Fireside Chat with Sir An0drew Witty | Part 2 Fast Forward: A Glimpse Into Asia-Pacific's Future
Sir An0drew Witty, Haslinda Amin, Michael Milken, Raphael Arndt, Jeffrey Jaensubhakij, Hiromichi Mizuno, Mark Tucker, Doug Appel, Michael Sterling, Curtis Chin
Former GSK CEO Sir Andrew Witty outlined the company's strategic expansion into Singapore as a new global hub while detailing major advancements in global health access, including HIV treatment milestones and profit reinvestment in sub-Saharan Africa. Concurrently, a panel of prominent investors analyzed Asia-Pacific economic shifts, highlighting China's transition toward domestic consumption and the structural growth potential of Southeast Asian demographics despite risks of global slowdowns. Witty emphasized the urgent need for future leaders to fundamentally reshape business models, a sentiment echoed by the broader consensus that long-term value lies in navigating regulatory complexities and embracing the Fourth Industrial Revolution.