Andrew Morse
Showing 1–2 of 2 transcripts.
- Milken Institute1h 5m
The $2.2-Trillion Battle for Your Living Room
Doug Barry, Ryan Kavanaugh, Tom Rogers, Michael White, Andrew Morse, Mike White
A panel of industry leaders from DirecTV, TiVo, Relativity Media, and Selby Ventures characterizes the media landscape as a $2.2 trillion competition for the living room, driven by the exponential rise of channel choices and multi-device viewing habits. Executives argue that while Netflix and digital disruption challenge traditional models, incumbent providers retain advantages in live sports and high-production costs, necessitating a shift toward platform-agnostic strategies that prioritize content curation and seamless second-screen engagement. The consensus projects a future where fragmented interfaces converge into unified, cloud-based experiences that personalize content delivery without eliminating the high capital requirements needed to sustain premium programming.
- Milken Institute1h 15m
India: In the Eye of the Tiger Economy
Andrew Morse, Sanjay Patel, Raghuram Rajan, Ryan Pinto, Gaurav, Eddy Moretti, John McCutchan, David Levinson, Rodney, Amit Singhal
Experts including Sanjay Patel and Raghuram Rajan warn that India's economic growth has stalled between 5% and 7% due to government complacency, infrastructure deficits, and institutional gaps that prevent the realization of its demographic dividend. While the Reserve Bank of India has cut rates and valuations have fallen to 8x EBITDA following a credit downgrade, high inflation and a severe skills gap continue to constrain the labor market and deter private capital investment. Despite geopolitical tensions and high corporate leverage, the long-term outlook remains positive, prompting investors to adopt a patient strategy focused on domestic demand and reforms in sectors like retail, aviation, and the Goods and Services Tax.