Madelyn Antoncic
Showing 1–3 of 3 transcripts.
- Milken Institute52 min
Rethinking Risk
Madelyn Antoncic, Jane Buchan, Laird Landmann, Vlad Portnoy, Myron Scholes, David M. Solomon
Prominent financial leaders including David Solomon, Vlad Portnoy, and Myron Scholes convened to analyze alarming market metrics, such as a U.S. market-to-GDP ratio of 125% and a $2.5 trillion increase in corporate leverage, which signal distorted risk management and potential systemic fragility. The panelists cautioned that negative interest rates, reduced broker-dealer liquidity, and reliance on historical stress tests have created an environment where synchronized portfolio reactions could trigger severe market dislocations. Consequently, the group advocated for shifting risk models toward forward-looking data and time-series diversification to better navigate tail risks before current monetary policies eventually normalize.
- 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.
- Milken Institute1h 15m
Global Markets in Uncertain Times
Madelyn Antoncic, Willem Buiter, Terry Duffy, Mohamed El-Erian, Ken Griffin, Alexander Friedman, Skip Reimer
The Milken Institute's 16th Annual Global Conference assembled 620 speakers to address critical global economic risks, including distorted asset valuations, Eurozone fragmentation, and unsustainable credit bubbles in emerging markets. Prominent economists like Mohamed El-Erian and Ken Fisher warned that excessive central bank liquidity has created systemic vulnerabilities, urging policymakers to prioritize structural reforms such as entitlement adjustments, labor market deregulation, and fiscal consolidation over continued monetary expansion. The consensus among leaders emphasized that avoiding a future financial collapse requires moving beyond temporary "band-aid" solutions to implement coherent regulatory frameworks and restore market-driven price signals globally.