Mitch Julis
Showing 1–2 of 2 transcripts.
- Milken Institute1h 2m
When Past Performance Is a Guide: Using History to Make Sense of the Post-Crisis World
Daniel Arbess, Ben Funnell, Mitchell Julis, Peter Thiel, Niall Ferguson, Mitch Julis
Peter Thiel, Mitch Julis, Ben Funnell, and Dan Arbus analyze a global economic landscape defined by stagnating technological innovation, regulatory bottlenecks, and a lack of non-IT productivity growth compared to the 1930s. The panelists converge on severe structural headwinds, including demographic shifts, deep income inequality, and a "balance sheet recession" where monetary stimuli have disproportionately benefited the top 1% without restoring broad real asset inflation. While diverging on immediate solutions—ranging from overt monetary finance to capital redeployment by legacy wealth—the group agrees that the U.S. faces a critical risk of entering a stationary state akin to Japan's predicament absent significant reforms to regulatory and innovation frameworks.
- Milken Institute1h 2m
When Past Performance Is a Guide: Using History to Make Sense of the Post-Crisis World
Daniel Arbess, Ben Funnell, Mitchell Julis, Peter Thiel, Niall Ferguson, Mitch Julis
A panel of prominent investors including Peter Thiel, Mitch Julis, Ben Funnell, and Dan Arbus debates whether current post-crisis economic conditions mirror the 1930s or represent a unique divergence driven by a lack of technological innovation and demographic headwinds. The discussion highlights critical risks such as the "disappearance of the future" in the West, structural stagnation in Europe, and a complex trilemma where fiscal policy is blocked while monetary stimulus yields diminishing returns. Consequently, the experts advocate for an investment strategy focused on capital preservation, specific innovation clusters, and potential "overt monetary finance" to navigate a landscape defined by non-linear complexity rather than historical equilibrium.