John Calamos Sr.
Showing 1–3 of 3 transcripts.
- Milken Institute1h 3m
Common Sense from Uncommon Investors
Michael Milken, Thomas Barrack, John Calamos Sr., Mitchell Julis, Stephen Schwarzman, Jonathan Sokoloff
Leading Blackstone executives and private equity investors convened to analyze the structural evolution of global capital markets, highlighting a strategic pivot toward service-based consumer portfolios and the critical role of alternative financing in filling gaps left by traditional banking constraints. The panel detailed specific operational successes, including long-term outperformance in real estate and private equity against public indices, while addressing governance models that align owner-operator incentives with sustained job creation and revenue growth. Participants further outlined a forward-looking framework that rejects the permanence of low-interest-rate environments, urging active management and disciplined exit strategies to navigate emerging geopolitical dislocations and inflationary pressures.
- Milken Institute1h 12m
Reading the Tea Leaves: Where Are Markets Headed? (updated)
John Calamos Sr., Anne Casscells, George Evans, J. Todd Morley, John Rogers Jr., Christopher Ailman, Chris Ailman
Moderated by CalSTRS CIO Chris Ailman, a panel of prominent investment leaders including John Rogers, Todd Morley, and John Calamos debated diverging economic forecasts regarding US growth trajectories and the sustainability of current market valuations. Participants articulated contrasting strategies ranging from Ann Cassells' focus on demographic-driven deleveraging to John Rogers' prediction of a resurgence in traditional equity growth driven by pent-up housing demand. The discussion concluded with specific asset allocation recommendations, such as Todd Morley's pivot toward hard commodities and John Rogers' long positions in consumer brands, while warning against the risks of prolonged quantitative easing and sovereign debt devaluation.
- Milken Institute1h 12m
Reading the Tea Leaves: Where Are Markets Headed?
John Calamos Sr., Anne Casscells, George Evans, J. Todd Morley, John Rogers Jr., Christopher Ailman, Chris Ailman
Moderated by CalSTRS CIO Chris Ailman, a panel of five prominent investment leaders debated whether the U.S. economy has settled into a "new normal" of slower growth or is returning to an "old normal" of higher expansion. While Ann Cassells and John Rogers offered divergent GDP forecasts based on demographic shifts and housing recovery, other panelists like Todd Morley and John Calamost warned of imminent violent reflation and market distortions caused by excessive monetary stimulus. Ultimately, the consensus urged investors to abandon traditional 401(k) allocations in favor of hard assets, private credit, and global consumer brands to navigate an era defined by structural market dysfunction and potential currency devaluation.