David Westin
Showing 1–3 of 3 transcripts.
- Milken Institute59 min
Global Macro Outlook: Converging from Divergence | Global Conference 2024
David Westin, Andrew Junkin, Karen Karniol-Tambour, Rohit Sipahimalani, Max Stone
Global investors are pivoting toward a structural era defined by geopolitical fragmentation, structurally higher inflation, and diverging monetary policies that challenge traditional asset correlations. In response to US concentration risks and "China Plus One" strategies, institutional players like Temasek are rebalancing allocations toward domestic-facing sectors in Asia while prioritizing currency hedging and private credit to mitigate opacity and inflationary volatility. This macroeconomic shift necessitates rigorous scenario planning for political and industrial policy risks, as demographics, energy transitions, and artificial intelligence now dictate long-term capital allocation and valuation frameworks.
- Milken Institute32 min
Conversation with Senator Joe Manchin, Jigar Shah, & Chevron CEO Michael Wirth | Global Conference
Joe Manchin, Jigar Shah, Michael Wirth, David Westin, Mike
Debate leaders, including Senator Manchin and LPO Director Jigar Shah, examined the $500 billion federal energy investment framework while clashing over the pace of EV subsidies, hydrogen regulation, and the necessity of government loans to de-risk private capital. Key figures emphasized that despite rapid solar deployment, permitting bottlenecks and conflicting agency signals threaten grid stability and the timely retirement of fossil assets. The discussion concluded by highlighting the urgent need for comprehensive permitting reform to align domestic economic incentives with global net-zero trajectories before the current funding authority expires.
- Milken Institute30 min
A Conversation with John Podesta and Exxon Mobil CEO Darren Woods | Global Conference 2024
John Podesta, Darren Woods, David Westin
Amidst a record $1.7 trillion surge in clean tech investment and the Inflation Reduction Act's push toward 2030 emissions targets, industry leaders like ExxonMobil's Darren Woods and the Biden administration's John Podesta engaged in a strategic debate over balancing rigorous carbon accounting with urgent climate action. While both sides advocate for an "all of the above" approach involving carbon capture and renewables, they identified critical bottlenecks in permitting, regulatory certainty, and supply chain dependencies on China that threaten project execution. The discussion ultimately emphasized that long-term decarbonization requires scaling diverse energy molecules and establishing fair global trade mechanisms to prevent high-emission manufacturing from undercutting domestic net zero goals.