David Faber
Showing 1–8 of 8 transcripts.
- Milken Institute1h 0m
Global Capital Markets | Global Conference 2026
David Faber, Waleed Al Mokarrab Al Muhairi, Jon Gray, Jenny Johnson, Robin Vince, James Zelter, Robin Wright
Mubadala CEO Waleed Al-Saad outlines a resilient investment strategy that leverages the UAE's strong domestic cohesion to drive a global V-shaped recovery focused on long-term themes like AI, energy, and healthcare. While the US economy remains insulated by energy independence, unprecedented capital expenditure totaling trillions is reshaping asset markets through a shift from asset-light to heavy models, supported by a record $1.1 trillion in investment-grade issuance. The discussion further projects a labor market surge in blue-collar sectors due to physical AI infrastructure demands, while warning that US debt sustainability and European energy fragility necessitate a multi-faceted, open-architecture approach to funding future growth.
- Milken Institute19 min
A Conversation with Federal Communications Commission Chairman Brendan Carr | Global Conference 2025
FCC Chairman Brendan Carr has launched the agency's most significant deregulatory initiative in history, seeking to eliminate approximately 2,000 active dockets and establish a new Council on National Security to counter perceived Chinese infiltration risks. The administration prioritizes accelerating 5G and 6G deployment by restoring FCC auction authority to generate over $80 billion and transitioning federal spectrum to the commercial market, while simultaneously reviewing major mergers like Verizon-Frontier and T-Mobile U.S. Cellular. Carr further defended distinct regulatory obligations for broadcasters to support localism and dismissed conflicts regarding his Comcast background as the FCC moves to eliminate legacy copper retirement rules in favor of modern IP infrastructure.
- Milken Institute50 min
The State of the Global Economy: Global Capital Markets | Global Conference 2025
David Faber, Waleed Al Mokarrab Al Muhairi, Jane Fraser, Jenny Johnson, Harvey Schwartz, Andrew Sullivan
Amidst rising tariff uncertainties and unsolvable fiscal deficits, major global investors from Carlyle, Mubadara, and Prudential are shifting capital allocation toward defensive balance sheets and the fastest-growing asset class, private credit. While short-term market volatility is expected as corporations delay supply chain transformations, long-term strategies increasingly prioritize U.S. assets and emerging markets like India alongside massive infrastructure investments in AI energy and data centers. Panelists project that despite immediate headwinds from regulatory burdens and debt concerns, artificial intelligence will ultimately drive superior productivity growth compared to fiscal policy measures over the next decade.
- Milken Institute1h 4m
AI: Hope, Hype, and Headwinds | Milken Institute Global Conference 2024
David Faber, Ashton Kutcher, Clara Shih, Aravind Srinivas, Matt Wood
A high-level convergence of global economic ambitions and technological transformation will define Los Angeles's trajectory as the city leverages upcoming international events and massive infrastructure investments to support its position as a premier innovation hub. This strategic expansion coincides with the rapid maturation of generative AI, where enterprises are transitioning from reactive content generation to autonomous agentic workflows that promise to automate up to 95% of knowledge worker tasks within three years. The resulting economic landscape hinges on the ability of organizations to secure private data assets and navigate complex safety debates while managing a workforce shift toward AI-augmented leadership.
- Milken Institute1h 1m
LIVE: Corner Office: Leading Organizations in an Era of Change
David Faber, Todd Boehly, Charles Scharf, Igor Tulchinsky, Devin Wenig, Meg Whitman
Executives from WorldQuant, BNY Mellon, and the Los Angeles Dodgers convened to discuss the logarithmic pace of technological disruption and the strategic imperative for organizations to embrace extreme flexibility, high failure tolerance, and radical diversification. The panel highlighted how industry leaders are leveraging data-driven decision-making, global talent sourcing, and demographic shifts to navigate an asymmetric environment, with specific examples including algorithmic sports management, exponential alpha generation, and the evolution of legacy financial institutions. Furthermore, the discussion underscored the critical need for diverse workforces to anticipate market trends, the impending arrival of unified national privacy legislation, and the expansion of predictive analytics into new verticals ranging from healthcare to space exploration.
- Milken Institute28 min
A Conversation With U.S. House Financial Services Committee Chairman Jeb Hensarling
Jeb Hensarling, Eric Kaplan, David Faber
House Financial Services Chairman Jeb Hensarling criticized the enduring conservatorship of Fannie Mae and Freddie Mac, arguing that the current system concentrates $8 trillion in risk on taxpayers while stifling market discipline. To address these failures, he outlined the "DeMarco-Bright Plan," a legislative framework designed to shift mortgage guarantees to private entities, mandate minimum 5% down payments, and restructure the capital stack to protect public funds. Although Hensarling doubts passage in the current Congress, he urges Democrats to engage in reform negotiations to prevent a potential Trump administration from unilaterally dismantling the existing housing finance model.
- Milken Institute58 min
Big Tech and Antitrust: Rethinking Competition Policy for the Digital Era
David Faber, Tyler Cowen, Makan Delrahim, Sally Hubbard, Luigi Zingales
Justice Department official Makan Delrahim, panelists Luigi Zingales, Sally Hubbard, and Tyler Cowen debated the implications of the AT&T/Time Warner and T-Mobile/Sprint mergers while critiquing Big Tech's "platform privilege" and data monopolies. Critics argued that digital services function as monopolies through advertising control and product replication, challenging Delrahim's assertion that these firms have primarily benefited consumers through innovation and low prices. The discussion concluded by exploring regulatory remedies ranging from data portability and interoperability to potential common carrier status should antitrust enforcement fail to restore competition.
- 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.