Industry Leaders Look for Energy Solutions at Milken | Balance of Power: Early Edition 5/5/2026

Summary

This episode of 'Balance of Power' from the Milken Global Conference covers political and economic affordability, the Russia-Ukraine conflict, digital payment trends, nuclear energy developments, business climate uncertainty, and the emerging space infrastructure sector. No explicit tradeable investment ideas are presented.

• Neera Tanden discusses Democratic economic priorities and cost-of-living concerns.
• Vladimir Kara-Murza analyzes the Putin regime and prospects for political change in Russia.
• Denise Leonhard highlights Zelle's growth and shift toward digital payments.
• Maria Korsnick outlines nuclear energy expansion, including SMRs and plant life extensions.
• Suzanne Clark emphasizes permitting reform and long-term business competitiveness.
• Bridgit Mendler describes Northwood Space's role in providing space networking infrastructure.
• Market updates show S&P 500 near record highs and crude oil declining.