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Michael Carmen

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  1. Milken Institute1h 2m

    Money Never Sleeps: Global Investment Outlook

    Steve Krouskos, David Bonderman, Michael Carmen, Brian Sheth

    Panelists in this investment forum assert that technology-driven productivity gains and the digitalization of industries significantly outweigh current geopolitical risks, citing a 700% ROI for software and a critical shortage of IT talent. The discussion highlights a structural shift where companies remain private longer due to regulatory burdens, while private capital increasingly fills credit gaps for high-growth software firms. Looking forward, experts recommend focusing on long-term AI adoption and emerging markets like India over short-term volatility, while warning of potential near-term recessions triggered by premature Federal Reserve rate hikes.

Michael Carmen: Interviews, Talks and Panel Discussions