Stephanie Ruhl
Showing 1–3 of 3 transcripts.
- Milken Institute58 min
Nouriel Roubini and Jason Cummins: Keeping Up with Change
Nouriel Roubini, Jason Cummins, Stephanie Ruhl
Economists Jason Cummins and Nouriel Roubini diverge on the 2015 global economic outlook, with Cummins rating the recovery a solid 6–7/10 while Roubini assigns a cautious 4–5/10 due to looming structural headwinds in China and the Eurozone. The panel details specific risks including China's potential "rough landing" amidst falling credit efficiency, a Federal Reserve facing a dilemma between premature tightening and asset bubbles, and emerging markets grappling with three converging headwinds. Geopolitically, Roubini warns that a Russian escalation could trigger an energy shock capable of derailing the fragile European recovery, whereas Cummins views the Russia-Ukraine conflict as largely contained noise with limited global spillover.
- Milken Institute1h 11m
Reading the Tea Leaves: Where Are Markets Headed?
Stephanie Ruhl, Justin Slatky, Morris Mark, Jim Latinsky, John Kalamos, Michael Sembelos
Leading investors from Shankman Capital, JHL Capital, and Kalamos Investments convened to assess a market characterized by compressed high-yield spreads and S&P valuations nearing historical peaks amidst an unprecedented era of negative real rates. Panelists identified critical risks including a surge in triple-C rated leverage, covenant-lite structures, and aggressive small-cap multiples, while projecting that future equity returns will likely rely primarily on earnings growth rather than multiple expansion. Despite these warnings regarding a potential shift in capital flows to overvalued segments, the group maintained a cautiously bullish outlook with a consensus expectation of strong long-term equity returns driven by diversification and avoidance of leverage.
- Milken Institute51 min
Global Game Changers: Constructive Action
Stephanie Ruhl, Lauren Bush Lauren, Ben Goldhirsch, Fred Swanaker, Shiza Shahid
The "Global Game Changers" panel featured leaders from FEED, Good, the King's Challenge, the African Leadership Academy, and the Malala Fund as they articulated a convergence of innovation, business, and social impact. These figures demonstrated how for-profit models and educational initiatives are reshaping success metrics from GDP to holistic well-being while addressing critical challenges in food security, youth leadership, and girls' education. The event underscored a broader market shift where millennials and Gen Z demand authentic corporate integration of social good, forcing organizations to adopt business-savvy strategies that prioritize scalable, mission-driven results.