Latest Interviews
Showing 796–810 of 1,089 transcripts.
Clear all filters- Milken Institute55 min
2016 CA Summit - Enhancing California's Role as a Global Crossroads for Trade and Investment
Michael Klowden, Kevin Klowden, Caroline Brown, Maria Contreras-Sweet, Fred Hochberg, James Villeneuve
A comprehensive overview of California's trade landscape highlights the state's status as a global economic powerhouse where over 40% of U.S. container goods pass, while federal programs like the SBA's STEP and Ex-Im Bank guarantees drive small business export growth with a $17 ROI per dollar invested. The event further details how targeted strategies leveraging immigrant communities and veterans, alongside technical assistance from institutions like Bank of America Merrill Lynch, mitigate financial and logistical risks for emerging exporters. By shifting focus toward clean technology and utilizing bilateral agreements to navigate evolving global dynamics, these initiatives aim to secure California's competitive edge against rivals like China and support the transition from domestic to global market strategies.
- Milken Institute57 min
Common Sense from Uncommon Investors
Sarah, Mark, Kyle, Mitch, Michael
Managers from Causeway, Crescent, Hamana, and Canyon Capital analyze how passive investing strategies and post-2008 regulations have created significant pricing inefficiencies in cyclical equities, sovereign debt, and the shadow banking sector. Experts including Sarah of Causeway, Mark of Crescent, Kyle of Hamana, and Mitch of Canyon highlight specific structural risks in China's banking system and argue that volatility offers active managers opportunities to exploit mispriced assets while avoiding the "risk-free" illusion of state-backed debt. To capitalize on these anomalies, these firms prioritize hiring individuals who combine fundamental insight with complex capital structuring skills to navigate a fragile macroeconomic environment where traditional balance sheets are contracting.
- Milken Institute1h 22m
Imperial Gamble: Putin, Ukraine, and the New Cold War
Putin, Marvin Kalb, Jerrold Green, Gerald Greene
The 19th Annual Global Conference at the Beverly Hilton, moderated by Gerald Greene and featuring journalist Marvin Kalb, presents a comprehensive analysis of Vladimir Putin's psychological drivers and Russia's strategic miscalculations in Syria and Ukraine. Kalb argues that Western diplomatic failures, particularly regarding NATO expansion, exacerbated Russian resentment while revealing the fragility of Putin's grip on power amidst a crumbling economy and severe internal societal decay. The event concludes with a critique of the modern media's inability to hold leadership accountable and recommends immersive literary study of works like *Imperial Gamble* to better understand the historical and cultural narratives underpinning the conflict between Russia and the West.
- Milken Institute58 min
Asia Summit 2015 - Opening Chinas Market and What It Means for Investors
Malcolm, Yan Xuan, Frank Yao, Greg Donoghue, Law Tech Singh, Sheng Ming Gao, Lucy Colbeck, Leanna, Andrew White, Sheikhan Bilek
Market analysts and policymakers discussed the aftermath of China's late 2023 equity volatility, where government intervention stabilized the A-share sector despite concerns that such measures have reversed long-term market-oriented reforms. Experts projected a transition toward a "New Normal" characterized by 4–5% GDP growth and a structural shift from investment-led expansion to consumption-driven models, driven by urbanization needs and a demographic dividend decline. The event concluded with insights on debt management strategies, private equity trends focusing on quality sectors like healthcare and logistics, and the geopolitical implications of the Belt and Road initiative as a mechanism for exporting industrial capacity.
- Milken Institute50 min
Asia Summit 2015 - The View from Institutional Investors: Where Will Returns Come From?
Jonathan Nelson, Adrienne, Gordon Fyfe, Jeffrey Jean Subakit, Hiromichi Mizumo
Moderated by Jonathan Nelson, a panel of five institutional investors managing over $2 trillion in assets convened to dissect strategies for generating alpha amid low-interest-rate environments and divergent views on China's economic trajectory. The discussion revealed a unanimous shift away from passive indexing toward active stock-picking, private asset allocation, and rigorous manager selection to justify fee structures while navigating market volatility and valuation discrepancies. Furthermore, the group identified Africa as a key frontier for long-term growth while emphasizing that future returns will depend on operational efficiency and the ability to capitalize on distressed prices rather than relying on regional macroeconomic growth figures.
- Milken Institute55 min
Asia Summit 2015 - A World in Turmoil: Finding Opportunities Amid Volatility (II)
Clinda Amin, Mike Milken, Scott Minard, Piyush Gupta
The Milken Institute Asia Summit in Singapore convened 400 global leaders to analyze Asian economic resilience, highlighting China's robust foreign exchange reserves and structural realignment despite short-term market volatility. Panelists identified Africa's demographic dividend, Arctic shipping routes, and capital market inefficiencies as critical future growth engines while debating the timing of US Federal Reserve rate hikes. The event concluded by emphasizing the necessity of developing mature financial markets and socio-cultural ecosystems for innovation to address global shifts where the Asian economy is projected to exceed 50% of global output.
- Milken Institute1h 1m
Asia Summit 2015 - Treasure Hunters: Finding Value in Today's Market
Tom Finke, Paul Horvath, Rob Petty, Takumi Shibata, Hans Paul Birkner, Mike Milken, Chris Langer, Stefan Kostjusko
Four institutional managers from Babson, Orchid, Clearwater, and Nikkei Asset Management convened to argue for long-term value generation through high-yield credit and private lending amidst current market volatility and geopolitical uncertainty. The panel identified specific structural opportunities, including a $4 trillion regulatory capital gap for global banks, a $35 trillion Asian credit market, and the need for concentrated, high-conviction portfolios over traditional asset allocations. By prioritizing top-of-capital structures in non-bank lending and leveraging bank disintermediation strategies, the experts projected mid-teens returns while dismissing the existence of a prevailing high-yield credit bubble.
- Milken Institute55 min
Asia Summit 2015 - The Rising Sun: Japan's Resurgence in the Asia-Pacific Region
Shinzo Abe, Kotaro Tamura, Kage, Hirano, Paul San, Yamazaki, Volker Jermitsch, Ivan
At the IGA summit, a panel of experts from Blackstone, KKR, Standard & Poor's, and Japan's Ministry of Finance analyzed the nation's transition from decades of deflation to cautious optimism driven by Abenomics and improved corporate balance sheets. While the panel highlighted record corporate retained earnings and a tight labor market as catalysts for higher wages and global expansion, they cautioned that demographic decline and premature fiscal consolidation, such as consumption tax hikes, threaten to stifle the government's 3% nominal GDP growth target. Experts concluded that Japan's future economic stability relies on successfully mobilizing corporate capital, implementing incremental deregulation through the "third arrow," and expanding tourism and labor immigration to offset a shrinking workforce.
- Milken Institute1h 1m
2014 London Summit - Europe: Still at a Crossroads
Louisa Bojesen, Nigel Farage, Gerard Lyons, Helena Morrissey, Howard Shore
Panelists including Nigel Farage, Helena Morrissey, and Gerard Lyons analyzed severe Eurozone structural failures, noting that countries like Greece and Italy face deflation and bear markets while Germany risks a shallow recession. The discussion highlighted the limitations of monetary tools like quantitative easing in addressing deep-seated issues such as rigid labor markets and the mismatch between the currency union and fragmented fiscal governance. Looking ahead, the experts predicted a political shift toward Euroscepticism and explored divergent investment strategies favoring defensive sectors like healthcare over financials, while debating the viability of UK exit scenarios against a backdrop of deteriorating European economic cohesion.
- Milken Institute1h 4m
Who Gets What — and Why: The New Economics of Matchmaking and Market Design
Alvin Roth, Dan Ariely, Peter Purcell
Nobel laureate Al Roth explains how market design distinguishes between commodity and matching mechanisms to address structural frictions like exploding offers and congestion that cause real-world inefficiencies. By applying these principles to complex systems, he has facilitated life-saving kidney exchanges and proposed regulatory shifts for high-frequency trading and healthcare to align incentives with social welfare. Roth argues that intentional institutional redesign, rather than reliance on price signals alone, is essential for optimizing outcomes in labor, criminal justice, and education sectors.
- Milken Institute1h 6m
Can Hollywood Speak Chinese?
Stuart Ford, Brian Goldsmith, Ryan Cavanaugh, Bob Simons, Dominic Eng
A panel of industry experts analyzed how China's exponential theater growth and dominant 50% share of U.S. box office receipts have transformed it into a primary source of global film capital, fundamentally altering financing models and exhibition ownership. Participants detailed the complex regulatory hurdles imposed by the State Administration of Radio, Film, and Television, including strict import quotas and content censorship that force Hollywood studios to adopt co-production strategies and navigate non-convertible currency restrictions. The discussion projected that while Chinese box office revenue is poised to surpass U.S. totals within two years, sustained growth depends on evolving digital distribution channels and the emergence of universal narratives that satisfy both domestic cultural mandates and international market demands.
- Milken Institute53 min
The Long War Against Terrorism: A Military Perspective
Matt Driscoll, John Danu, John Gallagher, Kimberly Field, General Yu, Jennifer, David Solomon
Facilitated by Lt. Cmdr. Matt Driscoll and Travis Dredd, the Milken Institute convened seven military officers, including Brigadier General John Danu and Lieutenant Colonel John Gallagher, for a comprehensive analysis of the Global War on Terrorism's evolving ideological and territorial threats. Panelists identified a critical gap in current strategies regarding the delegitimization of extremist narratives and emphasized that lasting stability requires synchronizing military action with governance and economic development, citing specific case studies from Afghanistan and Syria. Addressing pressing budgetary constraints that consume 65 percent of military funding, the officers warned that failing to balance counterterrorism with emerging geopolitical challenges in Ukraine and the Pacific risks eroding U.S. deterrence capabilities for future generations.
- Milken Institute58 min
An Unexpected Intersection: A Conversation With Norman Lear and Prophet Walker
Norman Lear, Prophet Walker, Alex Wood, Martha Minowski Jr., John Murray, Norman Siegelmann Bennett Jr., Neil Krohn
MSNBC anchor Alex Wood moderated a conversation between television pioneer Norman Lear and activist boxer Prophet Walker, who discussed their respective journeys through media reform and juvenile justice advocacy. Lear detailed his decades-long fight against censorship and intolerance through shows like *All in the Family*, while Walker recounted his transformation from incarceration to a civil engineering degree and a State Assembly candidacy. The event concluded with a shared critique of modern media polarization, a book signing for Lear's memoir, and an invitation for attendees to support Walker's community initiatives.
- Milken Institute1h 5m
Is the Pacific Future Happening Now?
Kevin, David Dreyer, Asha Kumar Mipuri, Dominic Ng, Stefan Selig
A panel of global economists and policymakers outlined the Trans-Pacific Partnership as a strategic mechanism to secure a future where 12 nations control 40% of global GDP and serve as a hub for 3.2 billion projected middle-class consumers by 2030. While discussions addressed significant hurdles such as Japan's agricultural protectionism, U.S. Congressional approval of Trade Promotion Authority, and geopolitical tensions regarding China's exclusion or eventual inclusion, proponents argue the agreement is essential to establish high trade standards and ensure regional stability. Ultimately, the event emphasized that successfully concluding the TPP is a critical prerequisite for fostering deeper economic integration across the Pacific Rim and setting a precedent for global trade governance.
- Milken Institute1h 12m
Accelerating Medical Research: The Bipartisan Quest for Cures
Margaret Anderson, Bob Hugin, Francis Collins, Mike Milken, Sara Radcliffe, Joe Barton
Hosted by Faster Cures, the 18th Global Conference convened over 160 sessions to address the critical intersection of biomedical innovation and economic stability, featuring strategic insights from Bob Hugin, Mike Milken, and Francis Collins regarding the shrinking purchasing power of NIH funding and China's aggressive bioscience investments. Speakers highlighted the urgent need to revise legislative frameworks, such as the bipartisan 21st Century Cures initiative and dynamic scoring practices, to counter a 23% decline in federal research support that threatens U.S. leadership against global competitors. The event concluded with a unified call to action for sustained advocacy and targeted funding for young scientists to secure future breakthroughs in precision medicine and drug repurposing.