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29th Annual Milken Institute Global Conference Special: Day One | Balance of Power, Sonic AI
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29th Annual Milken Institute Global Conference Special: Day One | Balance of Power
Balance of Power
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May 5, 2026
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48:33
Interview
29th Annual Milken Institute Global Conference Special: Day One | Balance of Power
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Balance of Power
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Executive Summary
The escalating conflict between Iran and the US in the Strait of Hormuz is analyzed, with Iran responding to US operations by targeting the UAE, creating a prolonged crisis for global energy markets.
Activist investor Bill Ackman details Pershing Square's proposal to restructure Universal Music Group, including moving its stock listing from Amsterdam to the US to unlock value and installing a new board.
The episode explores the breakdown of traditional multilateralism, suggesting future international agreements will rely on 'coalitions of the willing' and highlighting the growing role of powers like China and Pakistan in regional diplomacy.
A significant food security crisis is emerging from the Hormuz conflict, disrupting fertilizer access and causing price shocks that prevent farmers in Africa and Latin America from planting crops.
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