Latest Interviews
Showing 811–825 of 1,205 transcripts.
Clear all filters- Milken Institute1h 24m
A Conversation with Steven Mnuchin, U.S. Department of the Treasury | Global Capital Markets
Steven Mnuchin, Maria Bartiromo, Mohamed El-Erian, Thomas Finke, Scott Minerd, Arunma Oteh, David M. Solomon
Treasury Secretary Stephen Mnuchin presented a comprehensive tax reform plan designed to raise U.S. GDP growth from 2% to 3% by simplifying the code, lowering the corporate flat rate to 15%, and eliminating the alternative minimum tax. The administration anticipates these cuts may initially widen the deficit but projects long-term revenue gains of $2 trillion to offset costs, while simultaneously preparing to enforce reciprocal trade tariffs and expand sanctions on adversarial nations. Complementing these fiscal and foreign policy shifts, financial sector leaders warn that while deregulation could boost profitability, current market valuations may be ahead of actual legislative delivery and execution risks.
- Milken Institute58 min
Retrospective: Lessons Learned from Leading Investors
Scarlet Fu, David Bonderman, William Ford, Joshua Friedman, Emmanuel Roman, Steven Tananbaum, Steve Tannenbaum, Bill Ford
Prominent investors including David Bonderman, Josh Friedman, and Steve Tannenbaum assess a unique financial landscape marked by an unsustainable thirty-year secular decline in interest rates and the resulting compression of credit spreads. The panel analyzes sector-specific risks in retail and energy while debating the structural advantages of active management and private equity over passive strategies in this volatile environment. Despite current complacency, experts emphasize the necessity of holding dry powder for eventual portfolio re-ranking driven by rising rates and warn that structural changes in market-making could precipitate radical price adjustments.
- Milken Institute58 min
Cracking the Code of Addiction and Mental Health
Lynn Goldman, Thomas Insel, Gary Mendell, Richard Pops, Garen Staglin, Nora Volkow
A panel of experts from NIDA and public health organizations identifies the opioid crisis as a preventable epidemic driven by systemic healthcare failures, including aggressive pharmaceutical marketing and inadequate medical training, which have caused mortality rates among white non-Hispanic Americans to rise for the first time in history. To address this, the group advocates for mandating CDC prescribing limits, expanding access to proven medication-assisted treatments, and shifting workplace cultures to reduce stigma, emphasizing that the primary obstacle remains the implementation of existing evidence-based protocols rather than a lack of scientific knowledge. Despite these proposed solutions facing significant barriers such as insurance coverage gaps and reimbursement policies that delay care, the consensus holds that coordinated policy changes could reduce new addiction rates by half and reverse decades of escalating overdose deaths.
- Milken Institute51 min
Beyond the Dollar
Peter Passell, Youssef Boutros-Ghali, Barry Eichengreen, Joaquim Levy, James McCormack, Nouriel Roubini, Ethan Penner, Rockwell, Gabriel
Panelists including Barry Eichengreen, James McCormick, and Nouriel Roubini analyze the potential erosion of U.S. dollar dominance through the lenses of fiscal dominance, geopolitical fragmentation, and the structural limitations of rival currencies like the Euro and Chinese Renminbi. While short-term policy contradictions may paradoxically strengthen the dollar, the experts project a gradual, multi-decade transition toward a multipolar currency system driven by China's trade integration and American retrenchment from global leadership roles. Ultimately, the discussion concludes that no single alternative currently offers a viable challenge to the dollar's entrenched network effects, though prudent diversification remains a key strategic consideration for central banks.
- Milken Institute59 min
China Disrupted: The Inside View
Jonathan Woetzel, Goodwin Gaw, Robert Petty, Jing Ulrich, Kwek Ping Yong
Following five years of dramatic expansion where the bond market grew to $30 trillion and capital flows reversed to net exports, China's economy faces a strategic pivot toward quality growth amidst a 260% debt-to-GDP ratio and strict capital controls. Government initiatives like "One Belt, One Road" and regulatory measures targeting real estate loopholes aim to manage systemic risks while shifting investment focus from heavy manufacturing to service sectors and high-return direct lending. Investors now target minority stakes in founder-led enterprises and cross-border technology acquisitions, anticipating that future expansion will rely on domestic consumption and logistics infrastructure rather than the double-digit GDP rates of the past.
- Milken Institute58 min
Disrupting Food: Alternative Proteins Leading to a More Sustainable Future
Cristina Alesci, Ethan Brown, Jeremy Coller, Uma Valeti, David Levinson, David Rockefeller Jr., Lance Price, Jenny Santee, Jonathan Smiga, Ashley
Ethan Brown of Beyond Meat and Uma Valenti of Memphis Meats joined Collar Capital's Jeremy Collar to address the environmental and health crises of traditional livestock, proposing plant-based restructuring and cellular agriculture as sustainable alternatives. The panel detailed how these technologies are achieving rapid cost reductions and high consumer acceptance while positioning incumbent factory farms as stranded assets vulnerable to regulatory bans and supply chain failures. Ultimately, the discussion highlighted a strategic shift where major industry players view these innovations as essential partners in mitigating food safety risks and capitalizing on a growing market for high-quality, low-impact protein.
- Milken Institute1h 5m
Conversation w/ Betsy DeVos, Secretary, U.S. Dept. of Education / U.S. Education Policy Discussion
Betsy DeVos, Lowell Milken, William Bennett, Steve Bullock, Jeb Bush
During a high-level policy discussion, Secretary Betsy DeVos, former Secretary William Bennett, and Governors Jeb Bush and Steve Bullock debated the role of federal versus state authority in education amidst persistent achievement gaps and insufficient college readiness rates. The panelists advocated for shifting decision-making power to the states through block grants and school choice mechanisms like Education Savings Accounts and dual enrollment programs to foster local innovation and address specific demographic needs. While all participants expressed optimism about state-led reforms, they simultaneously warned that systemic issues such as teacher shortages and social stratification require urgent attention to ensure the education system functions as an effective equalizer.
- Milken Institute57 min
Global Real Estate Outlook: A More Attractive Asset?
Barry Sternlicht, Eric Adler, Rick Caruso, R. Donahue Peebles, Ross Perot, Jr., Sam Zell
Prominent real estate executives and financial analysts convened to assess a complex global landscape where U.S. fiscal deficits and tax reforms are poised to drive interest rates higher while specific international markets like Brazil and Mexico present distinct investment opportunities. The panel highlighted divergent sectoral strategies, with some predicting a supply glut in U.S. office and multifamily assets while others champion high-yield industrial logistics and experiential retail driven by e-commerce and labor shortages. Ultimately, despite varying stances on short-term volatility, the consensus leans toward a bullish five-year outlook contingent on fiscal stimulus boosting wage growth and rent increases across key asset classes.
- Milken Institute57 min
Health Citizenship: The Nexus of Data, Technology and Research
Margaret Anderson, Stephanie Devaney, Eric Friedman, Joyce Tung, Bernard J. Tyson, Roni Zeiger
This panel introduces the concept of "health citizenship," a strategic shift toward a two-way dialogue between patients and providers that redefines healthcare delivery beyond episodic care. Featuring insights from leaders at Kaiser Permanente, 23andMe, and the All of Us Research Program, the discussion highlights how leveraging diverse data sources, mobile health technologies, and community-based interventions can improve equity and treatment outcomes. The event concludes by emphasizing the necessity of modernizing regulatory frameworks and adopting AI-driven, team-based models to sustain this transition toward proactive, personalized health management.
- Milken Institute1h 2m
A Conversation with Angela Ahrendts, Part 2: A Conversation with Elizabeth Blackburn
Angela Ahrendts, Elizabeth Blackburn, Lucy Parker, Joon Yun
Apple Retail is executing a strategic transformation led by Angela Ahrendts that redefines physical locations as community town squares and learning centers to address social isolation and boost employee retention. The initiative involves rolling out a "Today at Apple" curriculum across 419 stores, introducing specialized Creative Pro roles to deliver free education in fields like coding and art while supporting local entrepreneurship. This approach integrates retail as a service product that measures social impact alongside financial returns, successfully raising employee retention to 82 percent. Concurrently, Elizabeth Blackburn's research demonstrates that telomere length, a marker of cellular aging, is malleable and responsive to lifestyle interventions such as brief daily exercise, sleep, and stress management. Her findings highlight that positive social connections and a sense of purpose can significantly buffer telomere shortening, reframing aging as an opportunity to maximize health span rather than an inevitable decline.
- Milken Institute1h 1m
Financial Regulation in the 21st Century: Risks, Challenges and Opportunities
Josh Barro, Patrick Cronin, Robert Lavet, Barbara Novick, Mike Sommers, Neal Wolin
A panel of industry leaders and experts from firms like BlackRock, SoFi, and the American Investment Council evaluated the viability of reforming post-crisis regulations like Dodd-Frank and the Volcker Rule following the 2020 election. While acknowledging that capital requirements have reduced systemic failure risks, the group criticized the current framework for excessive complexity, disproportionate burdens on small banks, and the displacement of speculative risk into unregulated sectors. The discussion concluded with a consensus that while major legislative repeal faces political hurdles, future improvements will likely rely on RegTech adoption, proportional regulation based on asset size, and the consolidation of fragmented agency oversight.
- Milken Institute1h 2m
Chess and the Art of War: Strategies That Win, from Grandmaster Magnus Carlsen
Magnus Carlsen, Erik Schatzker, Danny Rensch, DAN GALPIN, Rockwell Shaw, Frank Motek, Yascha Monk, Igor Tuchinsky, Steven Knapp, Toby Post, James Kuffner, Brett Bryan, Noaf Altari, Danny Kane, David Wall, Ari Milken, Bailey Milken, Eric Olives, Mike Tyson
World champion Magnus Carlsen demonstrated his elite cognitive endurance by winning most games in a rapid "sudden death" simul against ten opponents, including WorldQuant CEO Igor Tuchinsky and representatives from major tech and academic institutions. While adhering to a philosophy that prioritizes winning over artistic expression and relies on flexible physical optimization, Carlsen managed the extreme time pressure of ten-minute games by rapidly controlling the center and converting technical endgames. The event highlighted the intense mental strain of simultaneous high-level play, featuring a notable draw against David Wall that resulted from a clerical error where Carlsen mistakenly believed the game had concluded.
- Milken Institute54 min
The First 100 Days—and the Next 1,000
Carol Lee, Paul Atkins, William Bennett, Richard Haass, Chris Liddell, Andrew Liveris, Bill Bennett
The Office of American Innovation has engaged over 200 business leaders to advance a growth agenda focused on deregulation, legislative reforms like the Financial Choice Act, and workforce modernization to address manufacturing and STEM skills gaps. Concurrently, the administration is restructuring foreign policy by shifting toward fair trade negotiations and withdrawing from the Trans-Pacific Partnership while utilizing executive orders to lower regulatory costs for the automotive and banking sectors. Although fiscal concerns persist regarding deficits and political challenges remain from both congressional factions, the strategy emphasizes a transition from consultation to active policy implementation intended to secure a permanent voice for job creators.
- Milken Institute58 min
Unleashing Innovation: Advancing a Creative, Productive and Competitive Workforce
Amy Wilkinson, Navdeep Bains, Krishna Nathan, Scott Neal, Hilton Romanski, Jeff Wong, Christian Navin
A high-level panel featuring leaders from Cisco, Gulfstream, EY, S&P Global, and the Canadian government convened to dissect strategies for embedding innovation within large organizations. Participants argued that sustainable growth requires shifting from pure technology adoption to business model reinvention, supported by cultural frameworks that treat failure as a learning mechanism and utilize specialized governance for high-risk projects. The discussion concluded with a unified focus on leveraging AI, cultivating diverse talent ecosystems, and creating safe spaces for internal disruption to drive future economic value.
- Milken Institute1h 3m
Not Working: Solutions to America's Underemployment Crisis
Nicholas Kristof, Rev. Greg Boyle, Alan Krueger, Kris Stadelman, Cyrus Vance, Jr., Scott Walker, David Batts
The discussion outlines a shifting U.S. labor landscape defined by an underemployment crisis driven by population aging, skill obsolescence, and systemic barriers in the criminal justice system. Speakers contrast failed national approaches with successful state-level interventions, citing Wisconsin's strategies of workforce development and Wisconsin's restoration of pension systems to achieve a top-10 national participation rate. The panel concludes with a consensus on the necessity of comprehensive, trauma-informed policies targeting early childhood, prison education, and localized service hubs to leverage an emerging labor shortage for social rehabilitation.