Explore a comprehensive conference talk from the Milken Institute Global Conference 2024 examining the evolving landscape of public markets and capital allocation. Delve into crucial topics including the shifting dynamics between public and private markets, the revival of IPOs, and the impact of artificial intelligence on investment strategies. Gain insights on navigating market dislocations, understanding China's economic challenges and opportunities, and adapting to technological shifts in the industry. Learn about the complexities of AI returns, regulatory risks, and the debate between open-source and closed AI models. Discover strategies for thriving in uncertain market conditions, addressing mining supply challenges, and identifying key traits for hiring in the evolving financial landscape. Benefit from expert perspectives shared by industry leaders as they discuss meaningful changes in public markets, alpha generation, and investable themes for 2024 and beyond.
The Ebb and Flow of Public Markets - Navigating Shifts in Capital Markets
Overview
Syllabus
- - Public Markets vs. Private Capital Dominance
- - Public Equity’s Dilemma
- - Granat on Market Dislocations
- - Public Market Potential
- - Reg FD Transparency
- - IPO Market Revival
- - Monopoly Capital Strength
- - AI Opportunities & Risks
- - AI's Uncertain Future
- - AI's Complex Returns
- - Excessive Regulation Risks AI
- - Open-Source vs. Closed Models
- - AI in Multipolar World
- - China's Market Appeal
- 0:29: 21 - China's Demographic Challenges
- - China and India's Investment Strategy Insight
- - Thriving in Uncertainty
- - Mining Supply Challenges
- - Key Hiring Traits
Taught by
Milken Institute
