John Rogers Jr.
Showing 1–3 of 3 transcripts.
- 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.
- Milken Institute1h 4m
Return on Investment: Beneficiaries Fueling Social Change
James Anderson, Scott Budnick, Eric Dawson, Jacqueline Gonzalez-Reyes, Kirsten Lodal, Malik Voyard, John Rogers Jr.
Moderator John Rogers facilitated a dialogue with leaders from Ariel Investments, Anti-Recidivism Coalition, LIFT Los Angeles, and Peace First to outline strategies for dismantling systemic poverty and recidivism through community-led interventions. Panelists highlighted transformative outcomes such as recidivism rates dropping below 3% for college-enrolled inmates and an $15 million income increase for LIFT families, while critiquing inadequate legal defense and custodial prison cultures that perpetuate inequality. The discussion concluded with a strategic pivot toward "impact investing" and narrative-driven scaling, urging institutional capital to shift from transactional aid to sustainable, human-centered policy reforms.