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MB196: Takeaways From The Milken Conference
May 22, 2024
Yoni Assia shares his experience at the Milken Conference, one of the biggest events in the world of finance.
Yoni Assia shares his experience at the Milken Conference, one of the biggest events in the world of finance. He highlights the presence of influential figures such as Elon Musk and Bill Ackman and the discussions around the importance of free markets and capitalism. Yoni also discusses the optimism in the equity markets and the caution in the credit markets. He emphasizes the significance of understanding the history of capital markets and the role of figures like Michael Milken. Yoni also talks about his meeting with Elon Musk and the importance of thinking about the future in a long-term perspective.

Takeaways
- The Milken Conference is one of the biggest events in the world of finance, bringing together influential figures from business, finance, and government.
- Discussions at the conference revolve around the importance of free markets, capitalism, and the role of capital markets in driving economic growth.
- There is optimism in the equity markets, with expectations of rate cuts and opportunities for investors.
- The credit markets are more cautious, with concerns about higher interest rates and the potential risks in real estate and commercial banking.
- Understanding the history of capital markets, including the role of figures like Michael Milken, is important for investors to gain insights into the functioning of financial markets.
- Meeting with influential figures like Elon Musk provides valuable perspectives on the future and the importance of long-term thinking.

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