Latest Interviews
Showing 721–735 of 2,108 transcripts.
Clear all filters- Milken Institute32 min
Part 2: Shaping the Future of Real Estate
Hadley Gamble, Ali Al Mheiri, Richard Mack, Joseph Sitt
Leading real estate figures including Ali Al-Mahari, Richard Mack, and Joseph Sitt predict an accelerated market transformation driven by technology, remote work adoption, and shifting consumer preferences. Capital is increasingly flowing toward Sunbelt markets, life sciences, and logistics assets as investors prioritize suburban nodes and restructure portfolios away from declining traditional retail and commercial sectors. While government stimulus offers temporary relief, the consensus highlights a structural compression of trends, with valuations potentially dropping further before lenders prioritize borrower retention over foreclosure.
- Milken Institute58 min
Redefining Business as Usual: Finding Opportunity in Disruption
Gillian Tett, Ed Bastian, Janet Napolitano, Casey Wasserman
Executives from Delta Airlines, the University of California, and the sports industry outlined divergent recovery timelines for travel, education, and entertainment, projecting a three-year horizon for aviation full-scale operations and a hybrid academic model for universities. The discussion detailed strict safety protocols including mandatory masking, universal testing, and operational "bubbles" while addressing economic shifts such as reduced business travel and the strategic reallocation of police funding toward education to address systemic inequality. Ultimately, the panelists emphasized that resilience and technological adaptation will drive a cultural shift toward prioritizing health and sustainability, with a forecasted return to 50-80% normalcy within two years contingent on vaccine advancement.
- Milken Institute26 min
A Conversation with US Housing and Urban Development Secretary Ben Carson
Ben Carson, Aron Betru, Aaron Bedrou
This session details HUD's strategic interventions to address racial wealth gaps and COVID-19 disparities through housing reforms, Opportunity Zone tax incentives, and the Family Self-Sufficiency program. Key outcomes include liability piloting to reduce landlord resistance, set-asides for minority-owned businesses, and simplified Section 3 requirements designed to boost local hiring and economic mobility. Secretary Carson emphasized that closing these systemic inequities could unlock over $1 trillion in productivity, urging communities to foster internal capital circulation and unity as essential drivers of national stability.
- Milken Institute1h 0m
Mental Health Innovations for the 21st Century
Joanne Kenen, LaTese Briggs, Arjun Desai, Kabir Nath, Richard Pops
A diverse panel of experts analyzed the pandemic's multifaceted impact on mental health, highlighting the rise of new crises among isolated populations and the limitations of telemedicine for complex addiction cases. Industry leaders and policymakers discussed critical reforms needed to address skewed pharmaceutical incentives, fund community-based workers, and shift corporate priorities toward genuine employee well-being. The discussion concluded with a consensus that lasting systemic change requires overhauling reimbursement models and increasing workforce diversity to support a post-pandemic world where mental health adaptation becomes permanent.
- Milken Institute56 min
China’s Economic Outlook
Eugene Tang, Eric Chen, Jianguang Shen, Jane Jie Sun
At a panel featuring Trip.com CEO Jane Sun, SoftBank's Eric Chen, and JD Digits Chief Economist Dr. Shen, leaders analyzed the V-shaped trajectory of China's post-pandemic economy driven by $4 billion in relief funds and a strategic shift toward digital "new infrastructure." The discussion highlighted how government-issued consumer vouchers and mandatory bank lending to SMEs have accelerated a 4.5% rise in industrial production while leaving travel and leisure sectors to rebound more slowly alongside the entry of eight million graduates into the job market. Despite supply chain shifts toward risk mitigation, the consensus points to long-term growth anchored in 5G, AI, and the digital transformation of domestic consumption rather than traditional heavy infrastructure.
- Milken Institute59 min
Credit Trends: Back From the Brink?
Staci Warden, Joshua S. Friedman, George Hicks, Rishi Kapoor
The discussion analyzes how pre-2020 structural mismatches in capital structures and weakened bank intermediation exacerbated the immediate sectoral divergence caused by the pandemic, particularly distressing retail and hospitality while supporting industrial real estate. Federal Reserve liquidity successfully stabilized markets but could not resolve underlying solvency issues, leading to a confirmed recession with default rates projected to exceed 10% and a recovery path hindered by the impending sunset of fiscal support. Consequently, the dialogue forecasts a shift toward stricter regulatory documentation, reduced reliance on central bank interventions, and new investment strategies focused on distressed restructurings and e-commerce infrastructure.
- Milken Institute1h 0m
Restarting the Economic Engine
Erik Schatzker, Todd Boehly, Charles W. Scharf, Kerry Healey, David Hunt, Charlie Scharf
Experts David Hunt, Charlie Scharf, Kerry Healy, and Todd Boley forecast a two-year economic recovery marked by persistent unemployment and deep disparities, warning that minority-owned businesses face structural exclusion due to inadequate capital access. The panel emphasized shifting from broad government shutdowns to targeted behavioral compliance and digital infrastructure to balance public health with financial stability, while urging a second wave of fiscal aid for vulnerable sectors. Furthermore, participants called for private credit expansion, antitrust reform, and state-level experimentation to build system resilience, noting that current high-yield markets require specific interventions to prevent a prolonged downturn.
- Goldman Sachs23 min
The Power of Advocacy: US Mayors
Eric Johnson, Nan Whaley, LaToya Cantrell
Mayors Eric Johnson of Dallas, Andrew Whitaker of Dayton, and LaToya Cantrell of New Orleans collectively addressed the compounding crises of the COVID-19 pandemic and civil unrest while outlining strategies to support small businesses and protect vulnerable populations. These leaders detailed significant public-private financial partnerships, such as Dallas's $10 million recovery fund and New Orleans' $50 million commitment with Goldman Sachs, to mitigate job losses and address systemic inequities. Furthermore, the mayors emphasized an urgent need for federal assistance and collaborative governance to accelerate economic recovery and build more resilient, equitable urban environments.
- Goldman Sachs28 min
Protecting You, Your Family and Your Employees
Dr. Mark McClellan, Alex Gorsky, Dr. Susan David, John
Johnson & Johnson Chairman Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and psychologist Dr. Susan David discuss a unified framework for navigating the intersection of the pandemic, racial justice, and economic stability. Gorski details Johnson & Johnson's accelerated vaccine development using its viral vector platform with a not-for-profit pricing model, while McClellan outlines a four-phase reopening strategy requiring robust healthcare capacity and equitable testing access. Concurrently, David argues that organizational resilience depends on leaders adopting emotional agility to validate employee distress and realigning systemic practices with core values to address the social inequities exposed by the crisis.
- Goldman Sachs28 min
Dr. Susan David, Alex Gorsky, and Dr. Mark McClellan
Dr. Susan David, Alex Gorsky, Dr. Mark McClellan, John
Johnson & Johnson CEO Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and Dr. Susan David discuss leveraging emotional agility and industry-wide cooperation to address the compounding crises of the pandemic, economic disruption, and racial injustice. J&J details its accelerated vaccine development timeline, noting a pivot to viral vector technology that aims for human trials in July and a commitment to global not-for-profit distribution. Panelists further outline a four-phase reopening framework based on healthcare capacity and testing, while projecting permanent shifts toward preventive care models and concurrent clinical study phases.
- Goldman Sachs24 min
Mayors LaToya Cantrell, Eric Johnson, and Nan Whaley
LaToya Cantrell, Eric Johnson, Nan Whaley
Dallas, New Orleans, and Dayton mayors jointly addressed the compounding crises of the pandemic and civil unrest, implementing specific lockdowns, dual disaster declarations, and targeted equity initiatives to protect vulnerable populations. Each city deployed distinct economic recovery strategies, including Dallas's $15 million small business fund, New Orleans's French Quarter re-envisioning, and Dayton's focus on minority-owned enterprises, while collectively advocating for critical federal financial support. The leaders emphasized that these disruptions present a unique opportunity to enact systemic reforms and rebuild their municipalities with greater resilience and social justice in mind.
- Milken Institute56 min
Capital Markets in a Time of Global Disruption
Michael Milken, Scott Minerd, Steven Tananbaum, Lara Warner
The event analyzes the historical divergence where equity markets currently lead debt markets, creating valuation gaps that allow for distinct investment opportunities in legacy RMBS, distressed infrastructure bonds, and private-public arbitrage. Participants highlight the Federal Reserve's proactive intervention and government-private partnerships as critical factors accelerating recovery, contrasting this rapid response with the reactive measures seen in 2008. Strategic recommendations include advising over-levered firms on debt-for-equity swaps, restructuring high-yield portfolios with superior covenants, and leveraging tax-exempt municipal assets to meet actuarial pressures in a low-rate environment.
- Milken Institute30 min
HealthTech Innovations: Building Tech-Infused Healthcare Systems for a Post COVID-19 World
Jeremy Lim, Jeff Chen, Jonathan Larsen, Yingrui Li, Laura D'Olesi
At the Milken Institute's 11th "The World Post-COVID-19" webinar, experts including representatives from Fullerton Health, Ping'an/Good Doctor, and iCarbonX discussed how the pandemic accelerated the integration of digital health technologies into global healthcare systems. The panel highlighted significant market shifts, such as the reimbursement of telemedicine by Chinese authorities and a permanent behavioral change in patient adoption driven by reduced wait times and advanced AI diagnostics. Ultimately, the discussion underscored the necessity for long-term, collaborative infrastructure strategies to transition from reactive treatment to proactive, technology-enabled health management.
- Goldman Sachs25 min
Michelle Gass, Gene Lee, and Jide Zeitlin
Michelle Gass, Gene Lee, Jide Zeitlin, G.J. Zeitlin, David
Executives G. Day Zeitlin, Michelle Gass, and Gene Lee led corporate responses to the George Floyd protests by prioritizing employee vulnerability and acknowledging systemic diversity gaps across Tapestry, Kohl's, and Darden. These leaders adapted their operational strategies to address the pandemic by accelerating digital adoption, rejecting third-party delivery aggregators, and implementing safety protocols that rely on community ecosystem thresholds. Their combined efforts emphasize shifting diversity initiatives from mere statistics to cultural change while ensuring frontline managers can foster inclusive environments in rapidly evolving retail and restaurant landscapes.
- Milken Institute31 min
The Future of Currency and the Global Financial System - Conference Call Series
John Lee, Dr. Jianguang Shen, Dr. Michael Hasenstab, Dr. William Lee, Laura DeLacy
Milken Institute and global experts convened to analyze the pandemic's dual transformation of health innovation and macroeconomic policy, where central banks have shifted from resolving liquidity crises to addressing a solvency crisis driven by historic deficits and surging savings. The discussion highlighted divergent strategies in digital currency, with China mandating a state-controlled CBDC to dismantle private payment monopolies, while the United States and other nations grapple with private sector experiments like Libra against a backdrop of eroding central bank credibility. Ultimately, participants warned that the "double unknown" of implementing new monetary technologies during aggressive fiscal expansion poses significant leverage risks, particularly for emerging markets with fragile banking systems.