Latest Interviews
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Clear all filters- Milken Institute59 min
Chinas Future: The Sky Is Not Falling
Timothy Dattels, James Fong, Stephen Roach, Neil Shen, Jing Ulrich, Xiao Yuqiang
A comprehensive panel analysis examines China's structural shift from a manufacturing-driven "old economy" toward a 20% growth "new economy" fueled by digital giants, entertainment, and domestic consumption. While total social lending reaches 250% of GDP, the government is actively de-leveraging heavy industry and utilizing a $3.25 trillion currency reserve to manage financial stability alongside a transition to managed RMB convertibility. Long-term strategic outlooks highlight a critical demographic inverted pyramid and an unfunded pension system, prompting urgent investments in automation and AI to offset labor shortages and support a consumption-led future.
- Milken Institute1h 1m
Systemic Risk: Inevitable or Preventable?
Scarlet Fu, Dimitri Demekas, Fiona Frick, Michael Piwowar, Paul Sheard, John C. Williams
Leading regulators and analysts including John Williams of the Federal Reserve and Michael Puar of the SEC convened to define systemic risk as threats stemming from liquidity evaporation and deep interconnections between financial sectors. The panel identified diverse primary hazards ranging from China's credit boom and European negative-yielding bonds to U.S. fiscal policies and the opaque risks within illiquid ETF markets. While participants agreed that Dodd-Frank reforms have successfully made major banks more resilient, they emphasized that future stability requires enhanced global regulatory coordination, better fiscal-monetary alignment, and a focus on building system-wide resilience against unpredictable shocks.
- Milken Institute1h 7m
Gender Gap: Checking the Box or Moving the Needle?
Richard Ditizio, Christopher Ailman, Alexandra Cavoulacos, Lauren Leader-Chivée, Rosie Rios, Janet Thomas, Candida Wolff
Panelists and officials highlighted the persistent economic and social costs of gender inequality, citing data that gender-balanced leadership correlates with lower risk, higher performance, and significant GDP growth. While private sector initiatives like CalSTRS and Citi have successfully implemented accountability measures and diverse hiring practices, government agencies continue to lag due to fragmented policies and a lack of internal mentoring structures. The consensus among speakers is that advancing women in leadership requires men to act as active sponsors and companies to enforce measurable diversity targets rather than relying on vague aspirations.
- Milken Institute1h 1m
Connectivity Is the New World Order: A Conversation with Parag Khanna
Senior fellow Parag Khanna argues that massive global infrastructure investment has replaced geography as the primary driver of destiny, creating a "Connectography" where traditional borders and territorial conquest are increasingly obsolete. His analysis highlights a shift toward competitive connectivity, where nations like China and the United States compete for control over trade enclaves, digital networks, and energy grids rather than physical land. Khenna contends that future geopolitical stability depends on adopting long-term infrastructure diplomacy and economic integration strategies to manage accelerating migration and the complex web of megaprojects reshaping the world.
- Milken Institute59 min
Universities Step Up Their Role in Regional Economic Development
Ross DeVol, Ronald Daniels, Fred Farina, Bahija Jallal, Deval Patrick, Ross Duvall, Ron Daniels
Panelists identified that successful regional innovation clusters require the geographic contiguity of universities, industry, and capital, as evidenced by Massachusetts' long-standing leadership and the specific geographic fragmentation challenges faced by institutions like Johns Hopkins. To bridge the "valley of death" between basic research and commercialization, experts advocated for sustained federal investment in commercialization follow-ons and state-level strategic funding that prioritizes cross-institutional collaboration over short-term political cycles. These interventions aim to transform cultural barriers within academia while ensuring a robust pipeline of human capital capable of de-risking technologies and fostering sustainable economic growth.
- Milken Institute1h 1m
How New Investors Are Influencing Venture Capital
Court Coursey, Chance Barnett, Troy Carter, Dave McClure, Kara Nortman, D.A. Wallach, Cort Corsi
A panel of prominent venture capitalists and founders analyzed the current correction in valuations, emphasizing a strategic shift from unchecked growth toward capital efficiency, founder resilience, and rigorous ethical screening. The discussion highlighted emerging investment models like high-velocity seed funding and equity crowdfunding, which are addressing capital gaps in emerging markets while challenging traditional Venture Capital practices. Experts concluded that future market winners will be defined by deep cultural competence in diverse demographics and leverage on marketing innovation to navigate a more conservative, due-diligence-heavy economic landscape.
- Milken Institute59 min
The M&A Outlook
Jason Kelly, John Danhakl, Steve Krouskos, Jennifer Nason, Robin Rankin, Paul Stefanick, John Donhocle, Robin Zasio, Steve Grove, David Freeman, Mr. Sokoloff, Donhawks, MARTHA MINOW
EY Capital Conference panelists collectively forecast a strong 2016 M&A year driven by $675 billion in private equity dry powder and a strategic shift toward alliances amid digital disruption. Key regional trends highlight China's dominance in cross-border deals while intensifying global antitrust scrutiny and activist campaigns reshape traditional corporate governance. Although financing caps and regulatory uncertainty temper specific sectors, the market is expected to see accelerated strategic activity in the second half of the year as companies pursue consolidation to combat technological obsolescence.
- Milken Institute1h 1m
Closing the Clean Energy Investment Gap
Greg Dalton, Andrew Chung, Lynn Jurich, Andy Karsner, John Woolard
A diverse panel of industry leaders and policymakers converges to address a projected $30 to $44 trillion global investment gap in energy infrastructure while debating the optimal balance between distributed solar, centralized grids, and nuclear power. Key figures including John Woolard, Lynn Jurich, and Andrew Chung identify inconsistent regulatory frameworks and the "bait-and-switch" tactics of Public Utility Commissions as primary deterrents to private capital, urging the adoption of standardized green bond definitions and new financial vehicles to mobilize sovereign wealth funds. The discussion concludes with a consensus that scaling existing technologies through hybrid grid models and leveraging international capital markets is more immediately critical than relying solely on early-stage "moonshot" research to achieve decarbonization targets.
- Milken Institute1h 1m
Are You Investing in the Workforce of Tomorrow or the Workforce of Yesterday?
Gregory Cappelli, Jared Bernstein, David Burstein, Edith Cooper, John Donovan, Seth Harris, Greg Capelli, John Aucott, Jr., Mike Milkinson, Serena Ross
Moderated by Greg Capelli, a diverse panel of experts from the U.S. Department of Labor, AT&T, and Goldman Sachs debates whether a genuine skills gap exists or if the issue stems from poor employer preparation and outdated hiring models. Participants cite AT&T's successful reskilling initiative and Goldman Sachs' cultural pivot as evidence that defining roles by competency rather than job title can drastically improve retention and adaptability among millennial workers. Despite these corporate successes, the discussion concludes that systemic challenges like the gig economy's shift of training costs to individuals and automation threats to low-skill sectors require new policy frameworks and a fundamental rethinking of benefit structures.
- Milken Institute1h 0m
Discovering Value in Turmoil
Gregory Zuckerman, Glenn August, John Calamos Sr., Matthew James, Matthew Natcharian, Anne Walsh
Market participants identify China's structural economic transition, European banking instability, and regulatory-driven liquidity erosion as primary drivers of future volatility and asset dislocation. In response to these systemic risks, investors are shifting toward defensive asset allocation strategies, including increased cash reserves, high-yield credit, and collateralized loan obligations, while avoiding equities in a projected low-growth, low-inflation environment. The consensus outlook foresees continued secular stagnation rather than an immediate recession, prompting a focus on generating alpha through sector-specific dislocations in energy and shipping rather than broad market beta.
- Milken Institute58 min
Filling the Mid-Market Financing Gap
Staci Warden, Michael Arougheti, André Bourbonnais, Bilal Rashid, Brian Reynolds, Steven Sugarman, Stacey Worden, Mike Arrigetti
Panelists from major firms including Aries Management, PSP Investments, and the Bank of California discussed the mid-market's critical role in U.S. job creation following a structural shift where regulatory changes like Basel III forced large banks to exit leveraged lending. This disintermediation has driven institutional investors to deploy over $1 trillion in private debt capital, with regional banks adopting shadow banking models to fill the void left by systemically important institutions. While the sector currently offers strong covenant protection and floating-rate benefits, experts warn that leverage thresholds exceeding 4.5x and stress in energy and mining sectors could precipitate a default cycle by 2018 despite an otherwise resilient outlook.
- Milken Institute1h 1m
The Transformation of Finance: Technology's Impact on Wall Street
Larry Tabb, Corrie Elston, Adena Friedman, Daniel Nadler, David M. Siegel, Jackson Mueller
Hosted by Larry Tabb, a panel of industry leaders including Corey Elston, Dan Nadler, David Siegel, and Adina Friedman examines how automation, artificial intelligence, and cloud computing are reducing Wall Street's headcount by an order of magnitude while shifting the workforce toward data scientists. The experts predict that while blockchain and machine intelligence will not eliminate traditional banks, they will force a structural evolution where institutions transition from proprietary trading to value-added services and operate with significantly higher operating leverage. Ultimately, the convergence of these technologies aims to eliminate capital inefficiencies and rent extraction, creating a financial ecosystem where the cost of market exposure approaches zero through democratized access to sophisticated algorithmic tools.
- Milken Institute1h 6m
The Age of Asset Management: Harbinger of Stability or Chaos?
Tracy Alloway, David Hunt, Jim McCaughan, Hilda Ochoa-Brillembourg, Ronald O'Hanley, Nouriel Roubini
Experts including Jim McCaughan, Hilda Ochoa-Brillemburg, and Nouriel Roubini analyze how post-crisis re-regulation has shifted global capital flows from bank-dominated systems to asset managers, creating a structural disconnect between macro liquidity and market execution. This transition has fostered a liquidity paradox where ETFs and algorithmic trading amplify volatility while the correlation between equities and bonds inverts, forcing active managers to seek alpha in illiquid sectors like emerging markets. Ultimately, the panel concludes that investors must adjust return expectations downward and that future systemic risks stem primarily from political balkanization, cyber threats, and the need for multilateral institutional reform to sustain global capital mobility.
- Milken Institute1h 1m
Monetizing Mobile: Transforming Behavior into Bottom-Line Results
Kara Swisher, Andrew Appel, Carolyn Everson, Jenny Lee, Spencer Rascoff, Sam Yagan
Mobile adoption has reshaped global commerce, with revenue now comprising 82% of major platforms while traditional incumbents struggle against daily disruptors in an economy where users focus on just four apps. China's advanced market distinguishes itself through diverse monetization waves like virtual tipping and mobile real estate, contrasting with the U.S. walled gardens by leveraging open ecosystems and context-aware, location-based services. Experts predict the future will rely on breaking data silos to connect social and physical retail, driven by the dominance of mobile video, the commercial maturation of augmented reality, and voice-activated assistants.
- Milken Institute1h 3m
The Search for Cures Leads to Silicon Valley
Lindy Fishburne, Linda Avey, Noah Craft, Lloyd Minor, Asha Nayak, Lisa Suennen, Asha Rogers, Martha Minow, Male Speaker 2, Brody
Hosted by Lindy Fishburne, a panel of leaders from Intel, Stanford Medicine, 23andMe, and Science 37 discussed the strategic shift from reactive sick care to proactive precision health through decentralized data models and consumer engagement. Initiatives such as Intel's Collaborative Cancer Cloud, Stanford's genomic-phenotypic integration, and Science 37's patient-centric trials aim to dismantle data silos while accelerating drug discovery and increasing trial diversity. The dialogue further emphasized that sustainable innovation requires overcoming reimbursement barriers and establishing patient data sovereignty to enable real-world evidence generation.