Perspectives: Episode 128 – Dispatches from the US
About this episode
Tracey McNaughton discusses insights from the Milken Institute Global Conference 2026, focusing on AI and infrastructure developments.
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, takes us inside the Milken Institute Global Conference 2026, from space-based AI breakthroughs to the massive infrastructure buildout powering the next wave of innovation. (1:09) Alright, you've been roaming the halls at Milken earlier this week. Before we get into that, tell us about how it feels on the ground in the US right now. (3:27) You mentioned before you left that there were over 300 sessions across two hotels – the Beverly Wilshire and the Beverly Hilton. (5:03 How did he arrive at creating this conference, which has been running annually for almost 30 years. (5:45) What's the underlying theme this year – if you had to distil it? (6:52) What would you say was the most eye-popping session you went to? (7:51) Okay, let's talk specifics: what actually happened that got your attention? (8:37) So, a supercomputer that was able to learn in space was the breakthrough. What did it learn? (9:21) Sounds like he could be another Sam Altman. What does this do for the space industry? (10:40) Where does this hit us day-to-day? (12:13) Judging by the photos you sent back to us, I'm guessing the most…
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