Josh Harris
Showing 1–4 of 4 transcripts.
- Goldman Sachs38 min
Investing in Sports: The Next Trillion Dollar Market?
Nicole Pullen Ross, Josh Harris, Dave Dase, Elis Jones
Driven by tripled franchise valuations and a record-breaking $6 billion Washington Commanders acquisition, major U.S. leagues are dismantling historical barriers to allow private equity and institutional investors to enter an industry previously reserved for individual owners. These capital injections are transforming teams into global businesses focused on media rights expansion, ancillary revenue streams like sports betting, and advanced analytics to compete in a market reaching 3 billion people. As investors adopt a long-term stewardship model rather than seeking quick profits, the convergence of sports with entertainment and technology is fueling an arms race in innovation to secure competitive advantages and sustainable 25-to-100-year returns.
- Milken Institute59 min
How Artificial Intelligence Will Change Business and People in the Coming Decade
Adrian Wooldridge, Jim Golden, Josh Harris, Matthew McKnight, Vivienne Ming, Michael Reitblat
This panel addressed the $1.3 trillion global impact of financial crime, arguing that Intelligence Augmentation (IA) frameworks combining human intuition with AI processing offer a superior defense against adversarial automated fraud. Case studies from Palantir and healthcare innovators demonstrated that non-technical workers can achieve dramatic efficiency gains through AI tools, while experts warned that displacing the professional middle class could trigger social instability and deepen inequality. The discussion concluded with a strategic call to shift from labor arbitrage to machine arbitrage and to reform education toward adaptability to mitigate the ethical risks of cognitive stratification.
- Milken Institute1h 11m
The Return of Volatility: Canary in the Coal Mine?
Mike Cloughton, Jillian Tett, Alex Friedman, Josh Friedman, Josh Harris, Alan Howard, Kerry Laidrock
Following a panel discussion on market structure, liquidity, and monetary policy, financial experts warn that structural imbalances created by post-2008 regulations and shifting market-maker functions are setting the stage for a structural 10% market pullback within the next four to six months. While the Federal Reserve is expected to delay rate hikes until 2016 due to dovish constraints, investors are advised to bypass overvalued liquid assets in favor of unrated credit, European cyclicals, and Japanese equities to capitalize on mispriced opportunities. The consensus identifies a fundamental market reset as inevitable as central bank support wanes, urging a strategic shift toward unquoted assets and sectors benefiting from geopolitical and commodity shifts to navigate the upcoming volatility.
- Milken Institute1h 12m
Alternative Investments
Andrew Whitaker, Josh Harris, Vinay Choudhary, Julia Lawler, Andrew Serwer, Eric Schmidt, Brevin Howard, Arvind
Leading alternative investment managers Josh Harris, Wilbur Ross, and Vinay Choudhary detail a strategic market pivot driven by the unattractiveness of traditional fixed income and the need to escape equity volatility, with private equity demonstrating a historical 26% net return against the S&P 500's 9%. Panelists identify specific high-yield opportunities in energy, distressed European banking, and marine transport while warning of an impending credit cycle caused by a massive debt bubble and a $500 billion annual refinancing wall between 2018 and 2020. This consensus positions institutional capital toward direct co-investments and value creation in distressed assets as the Federal Reserve prepares to normalize rates and end quantitative easing.