Bloomberg Businessweek The 28th Annual Milken Institute Global Conference: Day 1
May 5, 2025
Robyn Grew, President of Man Group, oversees a massive $170 billion in assets, while Brendan Carr, Chair of the FCC, focuses on crucial deregulation and national security in telecommunications. Phillip Swagel, Director of the U.S. Congressional Budget Office, shares insights on navigating budget dynamics. Together, they tackle pressing issues like market volatility, the evolving role of AI in finance, and the intricate balance between economic policies and business growth. Expect deep dives into leadership challenges and the future of tech communications.
AI Snips
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Transcript
Episode notes
Business Community's Mixed Views
- Business community largely supports the Trump administration, especially tax cuts and deregulation.
- However, tariffs remain a confusing and concerning issue without clear end goals.
Debt Ceiling and Economic Projections
- The Congressional Budget Office projects the US debt ceiling deadline late summer but might move earlier if revenues decline.
- Economic projections exclude effects of pending policies; immigration and IRA impacts are being monitored.
Navigating Volatile Markets
- Volatile markets demand diversified and adaptable investment strategies for success.
- Trend-following strategies struggle in current whiplash markets but may recover when volatility stabilizes.