Maria Bartiromo
Showing 1–5 of 5 transcripts.
- All-In Podcast48 min
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
David Sacks, Michael Kratsios, Maria Bartiromo
The United States maintains a significant technological lead over China in frontier AI models and semiconductor infrastructure, driving current economic growth while transitioning into an intensified competition for power generation capacity. To sustain this advantage, the administration has dismantled previous restrictive regulations in favor of a streamlined federal framework that prioritizes permissionless innovation and excludes politically biased models from government procurement. With private capital fueling data center expansion and strategic export programs aiming to secure global market share, the nation seeks to outpace China's domestic tech indigenization while mitigating risks of surveillance and regulatory fragmentation.
- Milken Institute1h 16m
A Conversation With Mick Mulvaney | Part 2: Perspectives on the US Economy
Mick Mulvaney, Maria Bartiromo, Alan Schwartz, Andrew Ullman, Aaron Klein
The White House prioritizes advancing the USMCA trade deal and finalizing a China agreement under strict conditions while warning against foreign intervention in Venezuela. Domestic policy focuses on overhauling regulatory approval pipelines to accelerate infrastructure spending, despite facing legislative gridlock driven by partisan disagreements on funding versus deregulation. Concurrently, the administration prepares for the 2020 election by leveraging recent economic indicators, such as declining drug prices and wage growth in Opportunity Zones, while experts in the accompanying panel debate solutions for widening income inequality and labor force participation.
- Milken Institute1h 23m
Part 1: Conversation With David Petraeus | Part 2: Conversation With Steven Mnuchin
David Petraeus, Steven Mnuchin, Maria Bartiromo, Michael Milken, Tony Blair
Former UK Prime Minister Tony Blair, General David Petraeus, and former Treasury Secretary Steve Mnuchin convened to analyze the resurgent competition between authoritarian and liberal democratic systems shaping the 21st century. The panelists addressed critical geopolitical flashpoints including the strategic rivalry with China, the destabilizing role of Russia, and the potential for an Israel-Arab alliance to secure Middle East stability. Simultaneously, they discussed domestic economic priorities, ranging from the impacts of tax reform and trade negotiations to the necessity of robust governance in Africa and the Middle East to counter extremism and promote prosperity.
- Milken Institute1h 24m
A Conversation with Steven Mnuchin, U.S. Department of the Treasury | Global Capital Markets
Steven Mnuchin, Maria Bartiromo, Mohamed El-Erian, Thomas Finke, Scott Minerd, Arunma Oteh, David M. Solomon
Treasury Secretary Stephen Mnuchin presented a comprehensive tax reform plan designed to raise U.S. GDP growth from 2% to 3% by simplifying the code, lowering the corporate flat rate to 15%, and eliminating the alternative minimum tax. The administration anticipates these cuts may initially widen the deficit but projects long-term revenue gains of $2 trillion to offset costs, while simultaneously preparing to enforce reciprocal trade tariffs and expand sanctions on adversarial nations. Complementing these fiscal and foreign policy shifts, financial sector leaders warn that while deregulation could boost profitability, current market valuations may be ahead of actual legislative delivery and execution risks.
- Milken Institute1h 3m
New Directions in Private Equity
Leon Black, David Bonderman, Jonathan Nelson, Jonathan Sokoloff, Scott Sperling, Maria Bartiromo
Despite a 30% drop in private equity deal volume, market leaders like Apollo's Leon Black and TPG's David Bonderman are pivoting from traditional leveraged buyouts to high-growth assets, minority stakes, and distressed opportunities in Europe. While valuations remain stretched due to cheap credit and seller reluctance, firms are prioritizing capital deployment in defensive sectors like media and consumer staples while navigating macroeconomic uncertainty. Panelists anticipate a continued harvest phase over the next 18 months, with capital flows shifting toward customized structures and emerging markets that offer differentiated returns beyond standard GDP growth metrics.