Gerard Baker
Showing 1–10 of 10 transcripts.
- Milken Institute52 min
Tradewinds: Navigating Economic Uncertainty | Global Conference 2026
Gerard Baker, Whitney Baird, Xavier Bettel, John Denton, Francisco Pérez Mackenna, Michael Roberts, Jerry Baker
A global economic panel consensus identifies a critical inflection point where geopolitical volatility and policy unpredictability are driving nearly $250 billion in annual lost activity while compelling nations to prioritize supply chain resilience over pure free trade. Amidst rising food security threats from conflicts in the Middle East and evolving US-China de-risking strategies, leaders are exploring plurilateral arrangements and technological solutions to manage these disruptions. Ultimately, the event highlights a shift toward strategic autonomy and green energy innovation as essential mechanisms to mitigate inflationary pressures and narrow the widening gap between the Global North and South.
- Milken Institute20 min
A Conversation with IMF Managing Director Kristalina Georgieva | Global Conference 2025
Kristalina Georgieva, Gerard Baker
Following an IMF downgrade of the global growth forecast to 2.8%, Managing Director Kristalina Georgieva addresses diverging inflation trajectories and rising fiscal constraints while urging China to undertake structural reforms to shift toward domestic consumption and reduced state intervention. Amidst a volatile trade landscape marked by the erosion of fair trade mechanisms and a transition to new economic equilibriums, policymakers are prioritizing bilateral agreements and supply-side productivity enhancements to stabilize financial markets and foster sustainable expansion. This strategic pivot seeks to navigate "off the charts" uncertainty by balancing emerging market resilience against the severe deflationary pressures in China and the debt challenges facing advanced economies.
- Milken Institute1h 3m
Business and the Global Economy: Driving Growth and Innovation | Global Conference 2025
Conrad Kiechel, Gerard Baker, Ajay Banga, Mariam bint Mohammed AlMheiri, Rich Lesser, Gilberto Tomazoni, Jerry Baker
At the 28th Milken Institute Global Conference, panelists led by World Bank officials and BCG executives discussed strategies to navigate global trade fragmentation and a looming labor surplus in developing nations. The discussion highlighted the critical need for public-private partnerships to fund infrastructure and energy grids capable of supporting both AI adoption and agricultural transformation. Experts concluded that while geopolitical tensions threaten traditional globalization, targeted regional integration and regulatory reforms can unlock new growth vectors for the global economy.
- Milken Institute1h 0m
Global Markets at Inflection | Global Conference 2024
Gerard Baker, Andre Esteves, Bruce Flatt, Jenny Johnson, Charlie Scharf
Panelists analyzed the 2024 economic landscape, noting that persistent inflation has shifted market consensus from multiple Federal Reserve rate cuts to one or zero while structural "Five Ds" trends like decarbonization and digitization drive "good inflation." Geopolitical tensions and de-globalization are redirecting capital flows toward neutral emerging markets such as Mexico and Brazil, creating investment arbitrage opportunities despite rising US national debt and a structurally strong dollar. Meanwhile, the commercial real estate sector faces a bifurcation between resilient Class A office assets and struggling lower-tier properties, as surging energy demands from AI infrastructure necessitate massive renewable capacity expansions alongside aging supply chain adjustments.
- Milken Institute1h 1m
2024 US Election Insights | Global Conference 2024
Gerard Baker, Kellyanne Conway, Van Jones, Chris Liddell, Jim Messina, Paul Ryan
This 2024 election analysis highlights the historic contest between the first two former presidents in a century, examining how unique factors like Trump's criminal indictments and Biden's age concerns are reshaping voter behavior. Panelists identify economic security and border security as primary drivers for swing voters, while noting a fragile Obama-Biden coalition struggling to retain young Black and Latinx male voters against a Republican campaign that has fully embraced the MAGA movement. Predictions emphasize a highly competitive electoral map centered on three Midwestern states, with a likely outcome of divided government and significant risks from AI-driven disinformation during the transition period.
- Milken Institute56 min
A Conversation with Wilbur L. Ross, Jr., Secretary, U.S. Dept. of Commerce | The American Workforce
Wilbur L. Ross, Jr., Gerard Baker, Bernard Harris, Jr., Barbara Humpton, Jonathan Sokoloff, John, Wilbur Ross
The American Workforce Advisory Board, led by Secretary Ross, has secured commitments for 7.5 million apprenticeships to address critical labor gaps caused by a "barbell" demographic and a vocational training deficit. Industry leaders and policymakers are collaborating to shift from a traditional degree-centric model toward merit-based hiring, lifelong retraining, and expanded STEM education to prepare for technological displacement and emerging sectors like space travel. This strategic pivot aims to align the workforce with evolving economic realities by prioritizing digital readiness, soft skills, and streamlined credentialing over obsolete vocational labels.
- 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.
- Milken Institute1h 2m
Of Tweets and Trade: U.S. Outlook
Gerard Baker, Christine BN Chin, Carlos Gutierrez, Gilbert Kaplan, Frank Luntz, Gil Kaplan, Steve Oaken, Ralph Simon
A panel of economic experts and policymakers analyzed the Trump administration's shift from multilateral to bilateral trade negotiations, citing Section 301 investigations against China and the renegotiation of NAFTA as strategies to counter state-sponsored intellectual property theft. While polling data reveals that 81% of the audience believes these policies damage global growth, experts like Frank Luntz and Christine Chin warn that the prevailing anti-trade sentiment stems from automation-driven job displacement rather than trade deficits alone. The discussion concluded that future economic frameworks must integrate new social buffers and educational initiatives like the "Education Moonshot" to address the structural challenges of the 21st-century workforce in the Indo-Pacific region.
- Milken Institute49 min
Media and Trust: A Global Concern
Heng Wing Chan, Stephen Salyer, Gerard Baker, Warren Fernandez, Victor Mallet, Maria A. Ressa, Doug Mellinger, Paul Grunewald
Four global journalists analyze the collapse of traditional media trust, attributing the crisis to the weaponization of social media algorithms, the concentration of ad revenue within tech giants, and a lack of ideological diversity within newsrooms. The panel highlights specific regional threats, from state-backed disinformation campaigns in the Philippines and Hong Kong to the revenue model failures that undermine investigative reporting in Singapore. Participants conclude that restoring public confidence requires platform accountability, deeper community engagement, and a renewed commitment to holding power to account despite the current fragmented information landscape.
- Milken Institute1h 2m
Global Capital Markets
Gerard Baker, Mary Callahan Erdoes, Michael Corbat, Joshua Friedman, Scott Minerd, Ning Tang
Prominent financial leaders from Guggenheim, J.P. Morgan Asset Management, and Citigroup convened to analyze a 2018 global economy characterized by synchronous growth amidst rising debt levels, regulatory shifts, and structural market vulnerabilities. Key speakers warned that the rapid transition from quantitative easing to tightening, combined with the dominance of passive investing and record corporate leverage, creates significant risks for volatility and liquidity disruptions in coming years. The discussion further highlighted that while geopolitical tensions and trade deficits remain contentious, the most immediate threats to stability stem from a "fast speed, slow speed" trading dynamic and a labor market nearing critical constraints.