Steve Krouskos
Showing 1–4 of 4 transcripts.
- 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.
- Milken Institute57 min
U.S. Overview: Political and Economic Currents After the Midterm Elections
Philippa Thomas, Adrienne Elrod, Douglas Holtz-Eakin, Steve Krouskos, Sara Latham, Frank Luntz, Ian Shorris, Geoff Trinkline, Seema Shah, Rachel White, Fonda Ahan, Özgür Önder, Ron Kerr, Tony Fratto, Ryan, Darius Baxter
Panelists projected U.S. economic growth of 2.5% to 3% through 2019 while warning of severe long-term fiscal deficits and stagnant productivity driven by an education gap. The discussion highlighted distinct political dynamics where the Democratic primary is expected to be policy-driven despite a dominant Republican base, alongside a critique of incoherent trade strategies that harm consumers without securing strategic advantages against China. Ultimately, experts concluded that restoring societal civility and addressing K-12 educational failures are critical prerequisites for the nation's future competitiveness and the American Dream.
- Milken Institute1h 22m
A Conversation With Wilbur L. Ross, Jr., Secretary, U.S. Dept. of Commerce | Part 2: U.S. Overview
Wilbur L. Ross, Jr., Andy Serwer, Tom Hayes, Kenneth Hersh, John Hickenlooper, Steve Krouskos, Kevin Clouden, Wilbur Ross
Commerce Secretary Wilbur Ross and Colorado Governor John Hickenlooper discussed a "Goldilocks" U.S. economic expansion characterized by rising consumer confidence and accelerated reshoring alongside contentious trade negotiations. The dialogue detailed the Trump administration's strategic delays on steel tariffs with Canada, Mexico, and the EU, the justification for ZTE sanctions, and the projected $1 trillion growth of the commercial space sector. While officials defended deregulation and energy independence as drivers of prosperity, panelists also warned of potential recession triggers including rising corporate debt and a "technology Cold War" that could disrupt post-WWII institutional frameworks.
- Milken Institute59 min
U.S. Overview: Big Markets, Big Politics
Philippa Thomas, Jonathan Blair, Ross DeVol, Tony Fratto, Steve Krouskos, William Lee, Trevor Custle, John Jones
A panel of five experts, including Bill Lee of the Milken Institute and Steve Kruskos of EY, assessed the current U.S. economy with high optimism while highlighting a paradox between strong macroeconomic indicators and low public trust. The discussion covered the structural impacts of a $1.5 trillion tax bill, the risks of reduced regulatory burdens, and shifting investment trends driven by Brexit and tightening U.S.-China trade relations. Despite consensus on robust growth potential, speakers warned of underlying vulnerabilities such as income inequality, a slowdown in new business formation, and potential asset price distortions caused by monetary policy uncertainty.