Latest Interviews
Showing 811–825 of 3,000 transcripts.
Clear all filters- Goldman Sachs29 min
The pace of innovation in biotech: Mirador’s Mark McKenna
Former Prometheus Biosciences CEO Mark McKenna discusses the transformation of the biotech landscape from a pharma-dominated field to one driven by agile, high-risk companies like his current venture, Mirador Therapeutics, which recently secured $400 million in rapid fundraising. Drawing on his experience leading the $11 billion Merck acquisition of Prometheus, McKenna emphasizes that success now relies on leveraging generative AI for precision medicine, operating with a "speed as currency" philosophy to parallelize trials, and maintaining strategic secrecy to protect intellectual property against global competitors. The dialogue further outlines critical industry challenges, including the need to reform drug pricing models dominated by PBMs and to de-risk supply chains from over-reliance on Chinese manufacturing.
- Milken Institute1h 2m
Sustaining Food for the Future | Global Conference 2024
Dana Cowin, Joanne Canady-Brown, Aaron Choi, Michael Cimarusti, Rose Previte
Moderated by Dana Cowan, a panel of food industry leaders redefined sustainability as a holistic practice encompassing microeconomic support, ecological resilience, and workforce development. Rose Prince detailed her initiatives to empower small-scale winemakers and communal restaurant spaces, while Michael Shayan Zangiri highlighted the collapse of wild fisheries and rejected lab-grown alternatives in favor of preserving coastal communities. Complementing these perspectives, Aaron Choi demonstrated water-efficient agricultural innovations at his San Diego farm, and Joanne Chang emphasized the necessity of converting transient service jobs into sustainable career pathways through her new training kitchen.
- Milken Institute20 min
A Conversation with FIFA President Gianni Infantino | Global Conference 2024
FIFA President Gianni Infantino outlined a comprehensive strategy for the 2026 North America World Cup, targeting record-breaking attendance in NFL stadiums while urging a cultural shift in the United States to overcome terminology barriers and prioritize youth participation over pay-to-play models. He emphasized leveraging global connectivity to market the tournament, citing Lionel Messi's impact in Miami as a blueprint for attracting international fans and encouraging American colleges to redirect funds from traditional sports to soccer infrastructure. The presentation further detailed plans to expand the 2025 FIFA Club World Cup and accelerate women's soccer growth by addressing the disparity between the U.S. leading women's rankings and its current twenty-first position in men's global standings.
- All-In Podcast48 min
Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland
Ted Cruz, Trump, Senator Ted Cruz, Chamath, Jason, Friedberg
Senator Ted Cruz joined the All In Podcast live from President Donald Trump's inauguration to detail the incoming administration's aggressive strategy of approximately 100 executive orders focused on border security, energy deregulation, and tax extensions. Cruz contrasted Texas's population growth and economic model driven by low regulation with California's fiscal struggles, while advocating for specific reforms such as the Department of Government Efficiency, term limits, and expedited FDA approvals. The discussion also highlighted the administration's national security objectives, including renegotiating the Panama Canal and potentially acquiring Greenland, alongside a critique of welfare incentives and socialized healthcare systems.
- Milken Institute17 min
A Conversation with New York Governor Kathy Hochul | Global Conference 2024
Kathy Hochul, Jonathan Capehart
Governor Hochul directed New York State to launch the Empire AI Consortium and designate Upstate a semiconductor workforce hub to secure $400 billion in private and public investments while expanding paid leave and mental health support for workers. The initiative pairs $275 million in state funding for a centralized supercomputer with $100 billion in Micron expansion incentives to create 50,000 jobs and integrate STEM curricula in underrepresented communities. Simultaneously, the administration urged institutions to preserve graduation schedules and cultivate collaborative student environments to ensure the future workforce can navigate diverse, high-tech industries without the erosion of essential workplace skills.
- Milken Institute1h 1m
The Emerging World of Opportunities: Insights from MI's Global Opportunity Index | Global Conference
Carole Biau, Jarred Glansbeek, Richard Jadulan, Leticia Jáuregui Casanueva, Toyin Sanni, Carol Beo, Jared Glanzbeck
The Milken Institute Global Opportunity Index panel evaluated investment landscapes across Sub-Saharan Africa, Latin America, and Asia, highlighting specific regional drivers such as Nigeria's administrative reforms, Mexico's nearshoring potential, and the Philippines' regulatory liberalization. Key speakers Jared Glanzbeck, Dr. Toyin Sani, and Leticia Haureyi-Casanueva emphasized that undervalued emerging markets offer significant equity entry points when investors overcome perception gaps through local partnerships and targeted focus on gender diversity and climate resilience. The discussion concluded that strategic capital allocation into human capital and sustainable infrastructure remains critical for capturing the substantial foreign direct investment inflows correlated with improved institutional frameworks.
- Milken Institute56 min
Inclusive Capitalism: Unleashing Growth in the Global Economy | Global Conference 2024
Troy Duffie, Nisha Biswal, Roger Ferguson, Carla Harris, Martin Nesbitt
This event convened economic and financial leaders to analyze the U.S. job market, evolving inflation dynamics, and the strategic expansion of private credit and development finance in response to global supply chain shifts. Panelists redefined investment frameworks through "Capitalism 3.0," integrating ESG metrics and diversity initiatives into core risk management while addressing the Series A funding gap for entrepreneurs of color. Key outcomes included the U.S. Development Finance Corporation's doubled mandate to $60 billion and the launch of Morgan Stanley's Next Level Fund, which pairs capital with operational expertise to support inclusive growth and stable returns.
- Milken Institute36 min
Conversation with His Excellency Khaldoon Khalifa Al Mubarak | Middle East & Africa Summit 2024
Khaldoon Khalifa Al Mubarak, His Excellency Khaldoon Khalifa Al Mubarak, Michael Milken
Since its inception in 2004, Mubadala has expanded its assets under management from $50 million to $330 billion by evolving into a diversified global investor with a distinct strategic focus on direct private equity, third-party capital, and the newly launched AI-focused MGX platform. Driven by the UAE's consistent political stability and aggressive talent attraction policies, the institution aims to secure a top-three global economic position by 2025 while prioritizing high-growth sectors like artificial intelligence and life sciences in emerging markets. Looking ahead, Mubadala plans to fully integrate AI into all investment functions by late 2025 to outperform traditional sovereign benchmarks and maintain long-term returns comparable to leading global endowments.
- Milken Institute21 min
Building Markets of Tomorrow | Middle East and Africa Summit 2024
Jim outlines a paradigm shift where investment success depends on selecting differentiated business models with long-term tailwinds rather than relying on broad public indexing or predicting short-term economic transitions. As private markets expand to house 32,000 companies and capital flows converge with intellectual assets in regions like the GCC, the strategy must address evolving risks from interest rate volatility to the $120–150 trillion opportunity within the global energy transition. This approach emphasizes that future returns are determined by where investors begin and end, particularly as sovereign debt cycles and fragmentation drive a fundamental restructuring of global capital allocation.
- Milken Institute51 min
Credit Investors Taking the Reins | Middle East and Africa Summit 2024
Michael Piwowar, Sandeep Chandak, Michael Gross, Zia Uddin, Orla Walsh, Mike Pivovar
A panel of industry leaders outlined the divergent trajectories of global private credit markets, noting Asia's rapid expansion into a mature source of alpha while the U.S. market faces yield compression and systemic stress from high leverage in the upper-middle sector. Speakers detailed strategic shifts toward labor-intensive origination, specialized financing for infrastructure gaps, and the regulatory necessity of robust legal frameworks to protect investor interests. The discussion concluded that future success depends on diversified, multi-strategy approaches capable of navigating retailization risks and generating equity-like returns as the industry transitions from a double-digit return era to a more normalized competitive landscape.
- Dwarkesh Patel1h 1m
Tyler Cowen — The #1 bottleneck to AI progress is humans
Tyler Cowen, Jason Crawford, Heike Larson
Economist Tyler Cowen argues that AI-driven economic growth will be constrained by non-intelligence bottlenecks such as labor shortages and regulatory inertia, resulting in a modest 0.5% annual boost rather than explosive takeoff. He posits that future success depends on scarce bundles of talent and organizational culture rather than raw intelligence, while noting a divergence where peak human capability is rising even as the middle of the distribution deteriorates. Furthermore, Cowen anticipates the fragmentation of organized social movements like Effective Altruism and advocates for writing primarily for AI training data to secure knowledge accumulation in a shifting geopolitical landscape.
Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243
Carvana CEO Dan Erwin outlines the company's recovery from a 99% market cap valuation drop to a $50 billion resurgence, driven by a leadership team that retained 90% of its senior members since 2019 and prioritized radical internal transparency. This stability supports a rigorous hiring philosophy focused on technical horsepower and intrinsic drive, which enabled the organization to restructure into eight cross-functional units while implementing vertical integration strategies that capture profit pools in financing and logistics. Leveraging deterministic AI systems for real-time personalized offers, the firm maintains a product strategy that rejects industry hype in favor of unit economics, aiming to automate routine customer service tasks while keeping high-complexity transactions under human specialist oversight.
- Milken Institute48 min
The Evolving Landscape of Private Markets | Middle East and Africa Summit 2024
Laura Merlini, Lauren Goodwin, Klaus Hommels, Scott Spielvogel, David Steinbach, Andrew Weinberg
The event examines how shifting macroeconomic trends, including lower interest rates and the $90 trillion generational wealth transfer, are driving capital into private markets while redefining exit strategies and liquidity structures. Speakers detailed critical convergence points where defense tech, AI implementation, and infrastructure real estate intersect with evolving regulatory frameworks in Europe and the US. These discussions project a resilient 2025 outlook where public and private market mechanisms merge to support middle-market growth and operational innovation.
- Milken Institute53 min
Asset Management: Vying for the Competitive Edge | Middle East and Africa Summit 2024
Michael Piwowar, Todd Boehly, Lawrence Golub, Martin Horne, Camilla Languille, Stephanie Rader, Mike Pivovar
Leading global investors, including Mubadala, Eldridge, Golub Capital, and Goldman Sachs Asset Management, discussed strategies for navigating a shifting landscape characterized by the convergence of artificial intelligence and energy infrastructure needs. The panel highlighted specific tactical shifts such as Mubadala's launch of the MGX AI fund, Eldridge's opportunistic crisis lending, and the region's urgent demand for private credit to support Saudi Vision 2030. Additionally, participants analyzed geopolitical diversification away from China toward India and emphasized the Middle East's role as a critical hub for attracting global AI talent and scaling sustainable technology investments.
- All-In Podcast6 min
What's Wrong with the NBA? Former Warriors Owner Explains
Chamath, Jason, Friedberg, Gavin
Chamath Palihapitiya warned that professional sports franchises face significant financial risk in 2024 due to declining viewer engagement and valuation models sensitive to revenue drops, a view challenged by Gavin Newsom who pointed to tech giants' robust NFL acquisitions and the institutionalization of league ownership. While Newsom distinguished the NFL as the best-managed league compared to the NBA, he argued that massive capital reserves held by tech corporations could absorb short-term losses to secure long-term user acquisition. The discussion concluded by noting that current eleven-year media rights contracts provide near-term stability, though future value depends on whether leagues can address management failures and restore audience interest.