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Jenny Johnson

Showing 1–5 of 5 transcripts.

  1. 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.

  2. Milken Institute48 min

    Toward a Flourishing Future | Global Conference 2025

    Michael Milken, Sian Beilock, Jon Clifton, Francis Collins, Jenny Johnson

    A multi-disciplinary panel convened to redefine leadership through the lens of human flourishing, contrasting stagnant global GDP metrics with critical declines in mental well-being, youth purpose, and social connection. Experts from Dartmouth, Gallup, and financial sectors outlined a roadmap integrating physical health, ethical education, and blockchain-enabled financial democratization to counter rising anxiety and workplace misery. The discussion concluded with a call to embed these flourishing dimensions into public policy, advocate for mandatory civic service, and utilize technology to dismantle barriers to economic opportunity.

  3. 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.

  4. 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.

  5. Milken Institute46 min

    Leading Institutions for Lasting Success | Asia Summit 2023

    Sri Jegarajah, Jenny Johnson, Jason Moo, Igor Tulchinsky

    A new global initiative, developed through collaboration with the U.S. State Department and Department of Health, aims to deploy a 20-month AI-driven program in southern markets while addressing a 23% historical rise in case volumes. The panel warns that premature pilot execution wastes resources on high logistical costs and highlights the urgent need to protect indigenous rights and regulate blockchain technology against exploitative actors. With a new business launch in New York City and plans to establish international standards, the project seeks to navigate regulatory gaps and societal shifts by transitioning toward a unified global era.