Jason Karp
Showing 1–2 of 2 transcripts.
- Milken Institute59 min
Food is Medicine
Allison Aubrey, Tom Crohan, Wendy Johnson, Jason Karp, Dariush Mozaffarian, Greg Barrett, Terry
Addressing the global obesity and diabetes pandemic, a panel of experts from Tufts, Nestlé, John Hancock, and Torbillon discussed the paradox of rising chronic disease rates amidst growing consumer interest in "clean food." Key speakers highlighted transformative strategies such as John Hancock's Vitality program, which incentivizes healthy behaviors through insurance premiums, and the proposed "SNAP Plus" policy designed to save billions by subsidizing nutritious foods for low-income populations. Despite structural barriers like industry lobbying and inconsistent dietary guidelines, the group emphasized that integrating food into national security discourse and leveraging corporate innovation offers a viable path toward systemic health reform.
- Milken Institute1h 1m
Reading the Tea Leaves
John Authers, Alex Denner, Jodie Gunzberg, Jason Karp, Alex Roepers, Anne Walsh
Investment experts analyze the transition from a low-rate environment to a regime of normalized interest rates, highlighting structural risks in credit ETF liquidity and the growing dominance of systematic strategies over active management. Panelists identify significant alpha opportunities in shifting market regimes, specifically through value investing in consumer staples and energy, as well as activist engagements in mid-cap sectors where passive flows have reduced corporate oversight. Forward-looking catalysts include an anticipated yield curve inversion and a surge in M&A activity, which together signal a potential rotation from momentum-driven growth toward a value-oriented market with heightened divergence between high-quality and "zombie" firms.