Jim Millstein

Jim Millstein, co-chair of Guggenheim Securities and a debt restructuring expert, dives deep into the potential consequences of President Trump's trade strategies. He highlights the massive risks tied to the proposed 'Mar-a-Lago Accord' and discusses its implications for market dynamics. Millstein also examines the complexities of U.S. debt management, the historical shifts in manufacturing, and the possibility of re-privatizing Fannie Mae and Freddie Mac, urging a cautious approach to economic revival amidst fiscal challenges.

Jim Millstein, co-chair of Guggenheim Securities and a former Treasury Department official who managed AIG's restructuring, offers a bold vision to tackle America's housing crisis. He argues that Fannie Mae and Freddie Mac can play a pivotal role in financing new construction. Millstein discusses how their existing legal authority could lead to the annual creation of hundreds of thousands of affordable homes. The conversation also touches on the broader implications of interest rates and the need for innovative financial solutions in the face of a housing shortage.

Join Jim Millstein, Co-Chairman of Guggenheim Securities and expert in financial restructuring, Jim Parrott, Owner of Parrott Ryan Advisors with deep ties to housing finance, and Mark Zandi, Chief Economist at Moody's Analytics, as they explore the pressing question of whether Fannie Mae and Freddie Mac should be privatized. The trio debates the potential economic impacts, analyzes the intricacies of the mortgage market, and discusses the critical role these agencies play in stabilizing housing finance. Their insightful conversation sheds light on the delicate balance between government support and market dynamics.

Jim Millstein, Co-chairman of Guggenheim Securities and former Treasury Department chief restructuring officer, dives into the complexities of regulatory changes affecting the financial sector. He shares insights on the impacts of trade policies with China and outlines challenges posed by the U.S. deficit and Treasury financing. Millstein also discusses the transformative role of AI in professional services, emphasizing its potential to boost productivity and enhance competitiveness in banking and law. This conversation is a blend of economic analysis and forward-thinking strategies.

Jim Millstein, Co-Chairman of Guggenheim Securities and former chief restructuring officer at the U.S. Treasury during the 2008 crisis, shares his insights on critical market issues. He discusses the transformative impact of AI, compares U.S. sovereign debt challenges to historical crises, and analyzes the implications of the Mar-a-Lago Accord on economic policy. Millstein also highlights the urgent need for fiscal policy re-evaluation, shedding light on rising trade barriers and the potential privatization of Fannie and Freddie as key discussion points.