Latest Interviews
Showing 1006–1020 of 1,410 transcripts.
Clear all filters- Milken Institute56 min
Global Institutional Investors: Assessing U.S. Opportunities
Stefan Dunatov, Sophia Cheng, Lisa Gray, Juan Manuel Valle Pereña, Xiaoliang Zhao, Lisa Graham
Representatives from sovereign wealth funds and major pension administrators in China, Taiwan, Mexico, and Australia convened to discuss the strategic allocation of over $500 billion in assets toward the U.S. market despite fully priced valuations. The panelists outlined a shift toward private credit and a barbell approach mixing passive liquidity with illiquid alternatives, while employing complex hedging strategies to mitigate currency risks associated with non-dollar liabilities. Although consensus anticipates a low-return environment over the next two to five years, the group maintains the U.S. as a preferred destination due to its robust growth fundamentals, innovation ecosystem, and critical role in global diversification.
- Milken Institute1h 0m
Monetary Policy: What's Left in the Toolbox?
Sebastian Mallaby, Matt Freund, Emanuel Friedman, William Lee, Seema Shah, John Taylor
Former Fed Chair John Taylor and fellow experts John Lee, Seema Shah, and Manny Friedman convened to argue that monetary policy must revert to a rules-based framework centered on price signals rather than discretionary market manipulation. The panelists collectively warned that the current reliance on low rates and quantitative easing has failed to stimulate Main Street investment, necessitating coordinated fiscal action and warning that political interference threatens central bank independence. Looking ahead, the group identified the structural inevitability of a return to the zero lower bound and the potential for digital currencies to bypass traditional constraints, urging a shift toward systematic policy to manage future global financial risks.
- Milken Institute1h 1m
The Future of NAFTA
Tony Fratto, Navdeep Bains, Gerónimo Gutiérrez, Jodi Hanson Bond, Moisés R. Kalach B.
Following a threatened US withdrawal from NAFTA, leaders from the United States, Canada, and Mexico have pivoted to renegotiation with a shared mandate to modernize the agreement while protecting its trilateral structure and supply chain integrity. Business experts and officials emphasize that any new framework must expand into digital economies and strengthen labor and environmental standards without imposing tariffs that could erase the $37,500 in annual revenue per factory worker currently generated by integrated trade. Navigating this complex political landscape requires coordinating efforts with Congress and avoiding disruptive bilateral disputes, particularly as Mexico approaches its upcoming presidential election.
- Milken Institute59 min
Confronting Terrorism at Home and Abroad
Eric Schmitt, Brian Fishman, Nicholas Rasmussen, Linda Robinson, Terry Wolff, Nick Rasmussen, William Brangham, Amit Sharma
Experts analyze a complex terrorist landscape dominated by homegrown extremists and decentralized ISIS networks while detailing kinetic operations in Iraq and Syria that rely on a "by, with, and through" partnership model. Strategic discussions highlight significant geopolitical hurdles, including Turkish opposition to Kurdish forces in Raqqa, and underscore the necessity of long-term stabilization and governance reform over immediate military solutions. The consensus emphasizes a "Goldilocks" approach requiring sustained intelligence investment and financial warfare to dismantle the group's revenue streams and prevent a resurgence once territorial caliphate is defeated.
- Milken Institute59 min
Bridging the Gap Between the Military and Silicon Valley
David Sanger, Eric Schmidt, Norton Schwartz, Raj Shah
Led by Raj Shah, the Defense Innovation Unit Experimental (DIUx) successfully integrated commercial startup technologies like MIT-developed LiDAR quadcopters into military operations to bypass traditional acquisition cycles. Despite facing cultural barriers regarding risk aversion and bureaucratic compliance, the initiative has attracted significant venture capital investment while prompting recommendations for embedding computer science as a core DoD competency. Current leadership continues to pursue these structural reforms through iterative procurement models and data-driven soft power applications to maintain a strategic edge over global adversaries.
- Milken Institute53 min
The Future of Finance
David Faber, Mike Cagney, Brian Chin, Tom Farley, Louise Pentland, Igor Tulchinsky, Christian McGuire
Executives from SoFi, WorldQuant, PayPal, Credit Suisse, and the NYSE discussed how alternative data and AI are reshaping financial underwriting, regulatory compliance, and market efficiency. These leaders detailed specific implementations ranging from algorithmic bias reduction and predictive trading signals to hybrid human-AI models designed to maintain trust while processing billions of daily transactions. The panel concluded that future competitive advantages will stem from non-consensus data sources and community-focused engagement strategies that complement increasingly automated digital infrastructures.
- Milken Institute58 min
Will You Live to a Healthy 100?
Francis Collins, Nir Barzilai, Elizabeth Blackburn, Pinchas Cohen, Joon Yun
A panel of researchers and investors shifts the longevity paradigm from extending chronological lifespan to maximizing healthspan by treating aging as a primary risk factor for chronic disease. Key figures such as Nir Barzilai, Elizabeth Blackburn, and Jun Jung highlighted actionable strategies including genetic insights from centenarians, the management of senescent cells, and the development of a $7 trillion market focused on restoring homeostatic capacity. These efforts are culminating in the imminent TAME clinical trial, which aims to establish aging as an FDA-recognized disease and unlock pharmaceutical investment for drugs like Metformin and Rapamycin to extend human health by two years.
- Milken Institute1h 7m
Transforming the Urban Landscape
Peter Marx, Chan Heng Chee, Daniel Doctoroff, Don Katz, Jean Liu, John McCutchan, Nati Barak
The panel explores a global shift toward smart urban ecosystems, featuring strategies from Sidewalk Labs' data-centric district in Canada to Didi Mobility's massive ride-sharing network in China and Singapore's integrated infrastructure for land and water security. These initiatives are complemented by Newark's private-sector led economic revitalization through ultra-bandwidth zones and vertical farming pilots, which collectively aim to optimize resource use while generating economic growth. Despite these advancements, the discussion highlights persistent challenges including the digital divide, data privacy friction between corporations and municipalities, and the need to ensure these technologies serve aging and disabled populations.
- Milken Institute1h 1m
Supercharge the Search for Cures: Medical Philanthropists Reinvent Giving to Get Results
LaTese Briggs, Debra Black, Cindy L. Citrone, Joyce Keller, Melissa Stevens, Rob Citron
A panel of leaders from the Melanoma Research Alliance, 33 Foundation, and Gilbert Family Foundation discussed a strategic sector shift from reactive check-writing to active venture philanthropy that leverages flexible capital to fill the translational research gap. These institutions demonstrated high-impact outcomes, such as funding all 11 FDA-approved melanoma therapies and developing a non-profit venture fund to accelerate breast cancer treatments, while also employing non-cash assets like sports partnerships to drive systemic organ donation reforms. By addressing structural barriers including the nonprofit consolidation of small entities and the medical device "valley of death," the experts advocated for patient-centric infrastructure investments and deep, data-driven engagement models to maximize scientific returns.
- Milken Institute1h 4m
China, Architect of a New Global Order?
Haslinda Amin, Lawrence Ho, Elaine La Roche, Mike Perlis, Qi Bin
China has shifted from urging global participation to actively guiding economic integration through major initiatives like the Belt and Road, the Asian Infrastructure Investment Bank, and the Regional Comprehensive Economic Partnership, challenging U.S. influence without explicitly seeking hegemony. While panelists such as Lawrence Ho and Elaine LaRoche emphasize China's internal focus on stability and societal modernization rather than a masterminded power takeover, Beijing's opaque leadership transition creates uncertainty regarding future policy continuity. Looking ahead, experts project sustained economic growth driven by market liberalization and a strategic shift toward rational investments, proposing joint ventures in U.S. infrastructure and agriculture to bridge the existing knowledge gap between Washington and Beijing.
- Milken Institute1h 0m
New Educational Pathways to Middle-Class Jobs
Jeffrey Selingo, Joseph Aoun, Gene Block, John Hickenlooper, Gail Mellow, Gregg Roden, Jeff Selingo, Patrick Fine, Nick Hilsner, Mark Yossowitz, Ray Jacobson, Jason Summers
Panelists from government, industry, and academia address the widening gap between traditional education and modern workforce demands by showcasing employer-led apprenticeships and micro-credentialing programs at Frito-Lay, LaGuardia Community College, and Colorado. Experts advocate for integrating "robot-proof" soft skills and coding literacy into core curricula while shifting toward lifelong learning models that combine technical training with human-centric adaptability. The discussion concludes that without systemic reforms including state-sponsored national service and expanded private-sector training, automation will increasingly displace workers, exacerbating wage stagnation and unemployment.
- Milken Institute1h 2m
Building Tomorrow's Agents of Change Across Africa
Carole Biau, Clare Akamanzi, Frank Aswani, Jingdong Hua, Daphne Kis, Jennifer Pryce, Chen Goldberg, Jenna Taylor, Anne-Marie Slainier, Caroline Hunter, Wilmilton Kwong Wong Iwasaki
Leading African institutions and policymakers are driving a strategic shift from resource competition to human capital development by launching targeted educational initiatives and regulatory reforms. Organizations such as the African Leadership Academy and WorldQuant University are rapidly scaling access to higher education and technical skills, while Rwanda's liberal immigration policies and the African Union's self-funding levy aim to foster regional integration and financial sovereignty. These efforts collectively address the critical bottleneck of youth unemployment by building a unified talent ecosystem that prioritizes dignity, ownership, and the ability to leapfrog legacy infrastructure through advanced technologies.
- Milken Institute1h 0m
Trends Shaping Technology, Business and Society
Kara Swisher, Adrian Aoun, Belinda Johnson, Oscar Salazar, Hans Tung, Devin Wenig
Industry leaders including Devin Wenig, Belinda Johnson, and Oscar Salazar convened to address the profound societal disruptions caused by artificial intelligence, automation, and platform economics, predicting significant job displacement while highlighting human-centric countermeasures like the Airbnb community's creation of 730,000 roles. The panel critiqued Silicon Valley's lack of accountability and outdated regulatory frameworks, arguing that self-regulation and government partnerships are essential to manage political polarization and the growing anxiety among the economically insecure middle class. To mitigate these challenges, speakers advocated for universal basic income experiments, robot taxes, and urgent K-12 STEM education reforms to bridge the gap between technological efficiency and the preservation of human connection and creative design.
- Milken Institute55 min
Investing in Sustainable Development
Susan Mac Cormac, Anne Finucane, Vicki Fuller, Scott Minerd, Clifton Robbins, Markus Voigt
A panel of institutional leaders from Bank of America, Blue Harbor, and the New York State Common Retirement Fund redefined the investment landscape by distinguishing between broad sustainability and material ESG factors while advocating for hybrid corporate structures like Public Benefit Corporations. These experts outlined strategies to deploy hundreds of billions in capital toward renewable energy and infrastructure, emphasizing that integrated reporting and rigorous data standards are essential for mitigating stranded asset risks and ensuring fiduciary compliance. The consensus projects that ESG integration will soon become a baseline legal requirement, transforming impact-first philanthropy into investment-first strategies that deliver superior long-term returns without concessionary financial performance.
- Milken Institute59 min
Leading a Healthy Life
Paula Zahn, Rip Esselstyn, Michael O. Johnson, Erik Oberholtzer, Dean Ornish, Shazi Visram
Dr. Dean Ornish leads a panel demonstrating that integrated lifestyle interventions involving plant-based nutrition, stress management, and social connection can reverse chronic conditions ranging from heart disease to prostate cancer while simultaneously reducing long-term healthcare costs. The discussion identifies structural barriers such as food deserts and industrial subsidies as primary obstacles, proposing community-based solutions like affordable plant foods and distributed health platforms to ensure equitable access. Ultimately, the group concludes that individual behavioral choices, driven by the joy of living rather than fear, serve as the definitive determinant of health and can override genetic predispositions to prevent premature mortality.