Latest Interviews
Showing 1–3 of 3 transcripts.
Clear all filters- Milken Institute56 min
Shifting Tides: A Macroeconomic Outlook
John Defterios, Virginie Afota, Roxanne Davies, Robert A. Gillam, Michael Metcalfe, Alireza Zaimi, Rob, Virginia, Ella Reyes, Brigitte
This macroeconomic forum analyzed how central bank liquidity and media narratives are currently driving asset rallies while emerging markets like China face GDP contraction from trade tensions and viral shocks. Experts contrasted these short-term credit risks with long-term structural themes, including a projected 20% global population growth and the strategic evolution of sovereign wealth funds in the Middle East toward diversified infrastructure and ESG integration. The panel concluded that despite volatile oil prices and inflation concerns, institutional investors are increasingly shifting from tactical trading to decade-long horizons focused on demographic shifts, technological disruption, and sustainable resource allocation in Asia and emerging economies.
- Milken Institute1h 1m
The Future of Higher Education
President Obama, Secretary Duncan, Steve, Janet, Joe, Rob, Barry, Gene
Panelists from George Washington University, the University of California, and Northeastern University discussed a shifting higher education landscape defined by $80 million public health investments, a reversal of state funding reliance, and the adoption of output-based success models. The discussion highlighted critical systemic challenges, including stagnant graduation rates, a reliance on adjunct faculty, and the risk that low-income students face a "reverse digital divide" while facing restrictive new regulations. Experts concluded that to avoid obsolescence, institutions must disrupt traditional vertical integration by decoupling research, teaching, and credentialing while advocating for a unified response to federal policy changes that threaten the viability of public higher education.
- Milken Institute58 min
MI Summit 2013 - London: Credit Markets at a Crossroads
Richard Byrne, Tom Corcoran, Robert Kricheff, Brian Pinto, Robert Ruberton, Komal Sri-Kumar, Bob, Rob, Rich
Speakers Bob Kritches, Tom Corcoran, and other industry experts analyze a U.S. credit environment defined by soaring debt levels, compressed spreads, and regulatory constraints that have created a dangerous imbalance between buy-side assets and sell-side capital. The discussion shifts to European markets, where massive bank deleveraging and direct lending saturation have forced issuers toward high-yield bonds, while emerging market investors navigate a fragmented landscape where flexible exchange rates shield some nations but expose others to capital flight. Ultimately, the panel concludes that alpha generation now requires avoiding crowded public securities to pursue illiquid distressed opportunities and structural arbitrage strategies while anticipating a volatile multi-year normalization of global monetary policy.