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Sebastian Mallaby

Showing 1–2 of 2 transcripts.

  1. Milken Institute1h 13m

    Manias, Panics, & Crashes: Can We Learn to Avoid Great Financial Mistakes? | Global Conference 2026

    James Mackintosh, Zoe Cruz, Benedict Evans, Austan Goolsbee, Sebastian Mallaby, Catherine Wood

    Moderated by James McIntosh, a panel of industry leaders including Cathy Wood and Sebastian Thrun evaluated the current AI investment landscape against historical precedents from Charles Kindleberger's *Manias, Panics, and Crashes*. While consensus suggests the sector is not a bubble, experts diverged sharply on whether the massive capital influx supports a justified productivity revolution or masks flawed business models and impending liquidity risks. Key figures debated specific trajectory risks ranging from commodity-style pricing and sovereign debt constraints to the potential for a rapid IPO wave to trigger a market correction.

  2. Milken Institute1h 0m

    Monetary Policy: What's Left in the Toolbox?

    Sebastian Mallaby, Matt Freund, Emanuel Friedman, William Lee, Seema Shah, John Taylor

    Former Fed Chair John Taylor and fellow experts John Lee, Seema Shah, and Manny Friedman convened to argue that monetary policy must revert to a rules-based framework centered on price signals rather than discretionary market manipulation. The panelists collectively warned that the current reliance on low rates and quantitative easing has failed to stimulate Main Street investment, necessitating coordinated fiscal action and warning that political interference threatens central bank independence. Looking ahead, the group identified the structural inevitability of a return to the zero lower bound and the potential for digital currencies to bypass traditional constraints, urging a shift toward systematic policy to manage future global financial risks.