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John Calamos Sr.

Showing 1–5 of 5 transcripts.

  1. 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.

  2. Milken Institute1h 0m

    Discovering Value in Turmoil

    Gregory Zuckerman, Glenn August, John Calamos Sr., Matthew James, Matthew Natcharian, Anne Walsh

    Market participants identify China's structural economic transition, European banking instability, and regulatory-driven liquidity erosion as primary drivers of future volatility and asset dislocation. In response to these systemic risks, investors are shifting toward defensive asset allocation strategies, including increased cash reserves, high-yield credit, and collateralized loan obligations, while avoiding equities in a projected low-growth, low-inflation environment. The consensus outlook foresees continued secular stagnation rather than an immediate recession, prompting a focus on generating alpha through sector-specific dislocations in energy and shipping rather than broad market beta.

  3. Milken Institute1h 17m

    2014 London Summit - Capital Markets Outlook

    Michael Milken, Madelyn Antoncic, Richard Byrne, John Calamos Sr., Elroy Dimson, Thomas Finke, Mike, Rich Byrne

    Following post-2008 regulatory shifts that forced legacy banks to retreat from middle-market lending, non-bank alternative capital providers and Business Development Companies have rapidly absorbed the resulting $40 billion funding gap. This structural transition coincides with a global surge in cash held by sovereign wealth funds and corporations, who are increasingly favoring direct investments in equities and convertibles over traditional fixed income as the risk-free rate nears zero. Simultaneously, market participants are shifting focus toward underdeveloped regions in Africa and Asia to capitalize on emerging consumer demand while utilizing capital market mechanisms to address climate and health risks previously managed by traditional sovereign budgets.

  4. 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.

  5. 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.