Toward a Flourishing Future - Thought Leadership

Milken Global Conference 2025

Special Event

Enodo Economics’ Chief Economist, Diana Choyleva, participated in several key sessions at the Milken Global Conference, held from 4–7 May 2025 in Beverly Hills.

Description

Balancing Strategic Competitiveness and Shared Prosperity

Public Session

You can watch the whole session HERE.

Behind the headline-grabbing tariffs in recent months lies the reality that global trade patterns have been under pressure for many years. The disruption from the COVID-19 Pandemic, Russia’s invasion of Ukraine, China-US geopolitical tensions, and emerging economies in the global south have all contributed to alterations in existing trade patterns. In parallel, intensification of automation and AI-driven manufacturing, as well as the disconnecting effects of shifting supply chains, have complicated the political-economic environment in which businesses, investors, and households evaluate decisions. Policymakers, particularly those responsive to discontent electorates, have struggled to adapt to the ongoing rebalance of trade patterns. The recent U.S. tariff announcements, a maximalist response to these challenges, have introduced a heighted level of uncertainty on top of these longer-term challenges. How can trade policies be calibrated to achieve desired outcomes while also providing a greater degree of certainty for stakeholders? This conversation will focus on navigating these tensions, the current tariff-related uncertainty, and building a path forward to more sustainable and resilient supply chains.

Moderator:

Karen Kornbluh, Senior Advisor, Emerging Technology, Milken Institute

Speakers:

Anindya Novyan Bakrie, Chairman, Indonesia Chamber of Commerce and Industry (KADIN Indonesia); CEO Bakrie & Brothers
Diana Choyleva, Founder and Chief Economist, Enodo Economics
Eddie Fishman, Author, “Chokepoints: American Power in the Age of Economic Warfare”; Senior Research Scholar, Columbia University CGEP
Simon Johnson, Professor of Entrepreneurship, Massachusetts Institute of Technology; Recipient, Nobel Prize in Economics

Real Risks to Global Trade

Private Session

The future of global trade is at its most uncertain moment in 80 years. Decisionmakers face a range of current and potential risks: a shifting geo-political environment, escalating threats of tariffs, impacts from climate change, and an evolving regulatory landscape. How can companies resolve seemingly competing priorities and insulate themselves from ongoing challenges while adapting their practices to build long-term resilience? What are investors doing to remain competitive given all these challenges?

Moderator:

David Bohigian, Managing Partner, Pluribus Ventures

Speakers:

Diana Choyleva, Founder and Chief Economist, Enodo Economics
Eddie Fishman, Author, “Chokepoints: American Power in the Age of Economic Warfare”; Senior Research Scholar, Columbia University CGEP
Spider Marks, Major General (Ret.), Academy Securities

Global Investors’ View: China

Private Session

Beijing has gone above and beyond its normal policy practices to address sector malaise and boost investor confidence. Stimulus packages, interest rate cuts, and local bond issuances were among the levers it pulled, and they produced immediate short-term results and slowed capital flight. With Beijing’s commitment to a 5 percent growth and industry transformation, do current indicators show that investors and businesses are confident in China’s prospects for strong returns? What are the lingering economic risks? What immediate and long-term impact could greater protectionist policies have, and how might China respond to them?

Moderator: