

Day Three Live from the Milken Institute Global Conference
May 8, 2024
Guest
Seema Shah

Guest
Daniel Tannebaum

Guest
Laurence Gottlieb

Guest
Jason Thomas

Guest
Anne Walsh

Guest
Carlissia Graham
Explore social impact investing, US Treasuries profitability, fiscal stimulus effects on the economy, challenges for small banks, evolving private capital dynamics, market uncertainties, investing in renewable energy and affordable housing, geopolitical impacts on businesses, Chinese companies' influence in Africa, and the Federal Reserve's rate hike strategy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Empowering Democracy Through Media Investment
02:04 • 9min
Exploring Social Impact and US Treasuries
10:35 • 2min
Navigating Fiscal Stimulus and Economic Signals
12:10 • 7min
Market Analysis and Risk Assessment for Small Banks and Real Estate Cycle
19:10 • 2min
Evolving Landscape of Private Capital at Milken Institute Global Conference
20:55 • 11min
Market Uncertainties, Deficit Reduction, and Longevity Implications
31:40 • 2min
Investing in Community Assets: Renewable Energy and Affordable Housing
33:59 • 8min
Navigating Housing Investments and Global Geopolitical Issues
42:21 • 2min
Geopolitical Impact on Businesses
44:33 • 8min
Analysis of Chinese Companies' Influence in Africa and Mention of Economic Forum
53:00 • 2min
Navigating Uncertainty: Fed's Rate Hike Strategy and Global Economic Outlook
54:35 • 7min
Strategies and Risks in Investing: Geopolitics, Inflation, and Real Assets
01:01:21 • 3min