In a must-listen episode, What Matters welcomes back Ken Moelis, the legendary Founder, Chairman, and CEO of Moelis & Company.

Ken joins Andrew Pridham AO for a wide-ranging conversation on the forces shaping the global financial landscape, explaining why:

• the banking industry is being re-shaped

• private credit is just getting started

• AI, the need for power and the rate of technological change, will drive economic and M&A activity.

The pair unpack the impact of tariffs, the pressure on the Federal Reserve regarding interest rates and why potential gridlock post next year’s US mid-term elections could be good for business.

Ken also shares insightful reflections on leadership transition as he moves from CEO to Executive Chairman (effective October), lessons he’s learned founding Moelis & Company, whether AI could reshape dealmaking and his optimism about economic opportunities in the Middle East and why he thinks Europe could be set for a defence-led tech revival.

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