Latest Interviews
Showing 1096–1110 of 1,935 transcripts.
Clear all filters- Milken Institute1h 6m
Part 1: A Conversation With John Hickenlooper | Part 2: A Conversation with Seth Moulton
John Hickenlooper, Seth Moulton, Jerry Baker, Christina Bellantoni
The Milken Institute Global Conference featured two presidential conversations with Democratic candidates Governor John Hickenlooper and Representative Seth Moulton, who focused on unifying the party to defeat President Trump. Hickenlooper emphasized restoring middle-class economic stability through antitrust enforcement, tax reforms on wealth, and state-led social policies, while Moulton advocated for a generational shift in leadership driven by veteran healthcare reform, green infrastructure investment, and constitutional impeachment debates. Both candidates addressed critical national challenges including climate change, gun control, and economic restructuring, aiming to present a cohesive platform that addresses deep national divisions.
- Milken Institute1h 2m
Town Hall - Will Technology Save or Subvert Civility and Society?
A panel of tech leaders and academics argues that social media platforms have fundamentally degraded American politics by algorithmically prioritizing engagement over civility, with data showing zero perceived positive impact among attendees. Speakers detail how predictive modeling and recommendation engines exploit human vulnerabilities to amplify polarization and misinformation across major sites like YouTube and Twitter, creating a toxic feedback loop that erodes social fabric. To address this crisis, the group proposes a multi-stakeholder "troika" governance model, legislative reforms to the Section 230 framework, and the integration of digital ethics into educational curricula to establish new norms for the industry.
- Milken Institute1h 0m
The Hedge-Fund Shakeout
Eric Schatzker, Eddie Fishman, Jeremy Shipman, Gerald Beeson, John McCormick, Ilana Weinstein
Industry leaders emphasize that achieving sustainable returns now requires replacing individual skill with robust infrastructure and repeatable processes to navigate an increasingly efficient, zero-sum market environment. As structural alpha diminishes due to regulatory changes and market maturation, successful firms are converging quantitative and fundamental approaches while leveraging scale to aggregate data and talent. Looking ahead, the sector is trending toward consolidation where large multi-manager platforms and specialized boutiques coexist, demanding greater transparency and strategic partnerships with investors to maintain competitive advantages.
- Milken Institute58 min
The Known Unknowns of Election 2020
Tanya Cushman, Peter van de Ven, Neera Tanden, Karl Rove, Mark Penn, Jim Messina
Global political fragmentation and economic anxiety are driving the rise of new parties worldwide, while US election dynamics are defined by a shrinking core of swing voters and a rapidly aging demographic. In the 2020 Democratic primary, over 700 candidates are competing under a front-loaded delegate system, yet the party remains overwhelmingly focused on electability to defeat a President Trump who suffers from low personal favorability despite high approval ratings. Ultimately, success in the upcoming election hinges on a dual strategy of base mobilization and persuading a skeptical electorate that the candidate can deliver economic improvement while uniting a divided nation.
- Milken Institute57 min
Shifting Tides: How CEOs Navigate Today's Challenges
Andy Serwer, David Solomon, Barbara Humpton, Jeff Harmoning, Carmine Decibio, Bob Backus
CEOs from Goldman Sachs, Siemens, Viacom, General Mills, and EY discussed the strategic imperative of integrating diversity, sustainability, and technology into core business operations rather than treating them as peripheral issues. Leaders like David Solomon, Barbara Humpton, and Bob Backus highlighted specific initiatives ranging from carbon neutrality goals and digital transformation to talent retention and the rejection of creative mandates to align with evolving consumer values. The panel further addressed the necessity of adapting workforce development, communication strategies, and regulatory stances to navigate a shifting global landscape while maintaining organizational authenticity and growth.
- Milken Institute1h 24m
LIVE: Part 1: A Conversation With Christine Lagarde | Part 2: The Investors' View
Christine Lagarde, Michael Klowden, Gerard Baker, Stephanie Flanders, Tom Finke, David Hunt, Scott Minerd, Ronald O'Hanley, Lara Warner
IMF Managing Director Christine Lagarde and a panel of investors convened to address global economic fragility characterized by synchronized growth slowdowns, persistent low inflation, and rising sovereign and corporate debt risks. Discussions highlighted divergent regional trajectories with the US showing resilience while Europe faces structural vulnerabilities, alongside critical concerns regarding China's Belt and Road sustainability and the potential for a US-China trade agreement. The event concluded with urgent calls for structural reforms in infrastructure, labor participation, and digital investment to combat inequality, warning that future crisis response capacity is limited by high debt levels and political polarization.
- Y Combinator6 min
How to Get and Test Startup Ideas - Michael Seibel
This session challenges the notion that startup ideas must be perfect at inception, using Justin Kan's co-founding of Twitch to illustrate how prioritizing deep personal connection to a problem over the concept itself drives resilience. Kan advises founders to maintain "problem books" rather than idea logs, validate issues through direct community impact, and rigorously handpick early users to test minimum viable products. Ultimately, the discussion emphasizes that successful entrepreneurs must fall in love with the customer's pain point rather than their initial product, ensuring the team remains uniquely qualified to solve a specific, verified need.
- Milken Institute1h 1m
New Opportunities From a World in Transition
Michael Piwowar, Daniel Farley, James McCormack, Angela Rodell, Bart Turtelboom, Dan Farley
A comprehensive analysis of current global transitions highlights the interplay between persistent political populism, aging demographics in advanced economies, and China's strategic shift toward high-value manufacturing. These macroeconomic realities are driving a recalibration of investment expectations toward a 5% annual return while identifying opportunities in emerging markets' technological leapfrogging, Arctic logistics, and ESG-integrated risk management. Furthermore, the event emphasizes that effective adaptation to these structural shifts requires robust immigration policies, educational system modernization, and a focus on diversity as a tangible driver of financial performance.
- Milken Institute59 min
Global Capital Markets
Rachel Pether, Hazem Ben-Gacem, Jeremy Coller, Tom Finke, Joseph Naggar, Michael Clowden
Panelists Joe Nagai, Tom Fink, and Jeremy Collar analyze the convergence of geopolitical headwinds and market cycles, noting a shift from valuation-driven public markets to private asset classes focused on operational value creation and distress opportunities. The discussion highlights a strategic pivot toward real estate resilience, private credit maturation, and emerging market exposure in China and the Middle East, while addressing specific risks like currency volatility and divergent regional economic performances. Concluding with industry forecasts, the experts anticipate a new paradigm where the global economy transitions toward consumption and service dominance, driving capital flows into private markets as traditional credit metrics face obsolescence.
- Jane Street1h 9m
A Language-Oriented System Design
The Ontology system presents a dual-language architecture that manages organizational permissions through an English-facing interface backed by a dependently typed, deductive database engine. It distinguishes between hard-coded primitives, extensional tables, and intentional logical rules to enforce strict type safety, ensuring that data retrieval returns verifiable proof objects and automatically maintains referential integrity through cascading deletion and trash mechanisms. While the internal Prolog-like inference engine mitigates undecidability risks via execution budgets, the design allows for extensible permission modeling by uploading new type declarations without requiring code-level system upgrades.
- Milken Institute58 min
Asset Management Outlook 2018
Joseph Dowling, Rick Lacaille, Daniel Lopez-Cruz, Neal Wilson, Hoda Abou-Jamra, Mark Wycroft
State Street's Rick Lakai, Invesco's Daniel Lopez Cruz, and EJF's Neil Wilson analyzed critical structural shifts in portfolio construction, US banking consolidation, and private equity supply dynamics at a recent industry panel. The discussion highlighted State Street's push to separate smart beta from active management, Wilson's identification of regulatory arbitrage opportunities in regional banking, and Lopez Cruz's warnings regarding the difficulty of sustaining alpha as private equity fundraising concentrates among top funds. Furthermore, the experts evaluated emerging market allocations amid US-China tensions, the divergent paths of ESG regulation between the US and Europe, and systemic liquidity risks associated with covenant-light leveraged loans and thematic ETFs.
- Milken Institute58 min
From Stigma to Treatment: Tackling the Global Mental Health Crisis
LaTese Briggs, Lynne Goldberg, Annalisa Jenkins, Elie Karam, Colin Lawlor
A global panel of experts, including Dr. Lattice Briggs, Annalisa Jenkins, and Colin Lawler, highlights a rising mental health crisis driven by chronic stress, sleep deprivation, and systemic barriers that threaten to cost the global economy $16 trillion by 2030. The discussion identifies ignorance, stigma, and an overreliance on institutional "sick care" as primary obstacles, while advocating for a shift toward community-based prevention, digital interventions, and emerging pharmaceuticals like psilocybin. Speakers emphasize that resolving this crisis requires treating mental health as a human rights issue and integrating preventative care into existing community infrastructure to sustain the future global workforce.
- Milken Institute58 min
Investing in Volatile Markets
Manus Cranny, Todd Boehly, Joshua Harris, Mike Novogratz, Amanda Staveley, Cornelia Meyer, Mary Daly, Tim Gosher, Yusuf Kutsy
Mike Novogratz, Joshua Harris, Amanda Stavely, and Todd Boehly convened to analyze a market landscape defined by impending political volatility from the Mueller report, a slightly inverted yield curve, and aggressive private equity leverage levels. The panelists distinguished between transitory trade tensions and a persistent tech war, while highlighting divergent investment strategies ranging from high-yield litigation funding and UK infrastructure to specific allocations in Bitcoin as a hedge against sovereign debt crises. Ultimately, the discussion concluded that despite dislocated assets and recessionary pricing, central banks retain sufficient firepower to stabilize the economy through future downturns.
- Milken Institute20 min
Across Sectors and Borders | Part 2: Entrepreneurship, Technology, and Social Investing
Rich Ditizio, Edgar Bronfman Jr., Richard D'Atizio
Bronfman outlines a transformative economic landscape where technology disrupts traditional music distribution, while the Endeavor Global network leverages mentorship to sustainably scale entrepreneurship across 33 countries. Simultaneously, he argues that addressing climate change requires moving beyond emission reduction to mass-scale Direct Air Capture, utilizing modular technology to economically sequester billions of tons of CO2 annually. Together, these strategies exemplify an impact investing philosophy that rejects the compromise between social good and profit, insisting that scalable solutions must generate financial returns to drive global transformation.
- Milken Institute1h 1m
World-class Healthcare: Investing in Biomedical Innovation
Tanisha Carino, Christopher Hite, Bryan Johnson, Sean Parker, D.A. Wallach
Moderated by Dr. Tanisha Carino in Abu Dhabi, this session analyzed the convergence of global biomedical innovation and market dynamics, highlighted by the historic $92 billion Bristol-Myers Squibb acquisition of Celgene as a catalyst for pipeline stability. The discussion detailed how falling hard science costs and platforms like Ginkgo Bioworks are compressing development timelines, while investment strategies increasingly favor foundational tools over singular disease treatments to address the translational gap between academic research and commercial viability. Despite concerns regarding venture capital concentration in oncology and systemic US healthcare incentives, the event projected that long-term pricing decreases and extended lifespans could emerge from global regulatory evolution and the integration of AI-driven data collection.