Goldman Sachs
Showing 1126–1140 of 1297 transcripts.
- 20 min
Dana Canedy: The Pulitzer Prizes and the Power of Storytelling
Dana Canedy, Sarah Marie Martin
Dana Kennedy, the first person of color to lead the Pulitzer Prizes and former New York Times partner, addresses critical shifts in journalism, including the industry's delayed progress on diversity and the transformative global impact of its MeToo reporting. She highlights the historic unanimous decision to award a Pulitzer to Kendrick Lamar as a pivotal moment for genre recognition while emphasizing the erosion of shared truth as the sector's most pressing modern challenge. Kennedy further connects these professional insights to her personal legacy as an author and producer, noting how her work adapting *Journal for Jordan* with Denzel Washington has inspired a broader movement among military fathers to document their stories for future generations.
- 23 min
Dr. Siddhartha Mukherjee: Genetically Mapping the Future of Cancer
Siddhartha Mukherjee, Richard Manley
Dr. Siddharth Mukherjee outlines a paradigm shift in oncology where cancer is treated as a portfolio of distinct conditions managed through prevention, targeted early detection, and immunotherapy rather than a single curable entity. Advances in genetic engineering have moved the field from simply sequencing DNA to actively editing sequences, enabling cures for single-gene disorders and transforming historically lethal cancers like metastatic HER2-positive breast cancer into manageable chronic conditions. This revolution, driven by the ability to replace nucleotides and alter cellular environments, marks a historical transition comparable to the dawn of the computer age in its capacity to redefine human health.
- 20 min
Ken Langone on Values, Culture and Founding The Home Depot
Following a Wall Street career marked by military service and the collapse of his first venture, Ken Langone co-founded Home Depot in 1974 with former J.C. Penney executives Bernie Marcus and Arthur Blank, providing the crucial $2 million seed capital and strategic guidance that propelled the retailer to a $230 billion market capitalization. Langone attributes the company's return of $110 billion to shareholders to an "inverted triangle" management philosophy that empowers frontline employees to drive innovation, a cultural model he continues to advocate for at NYU Langone Medical Center. This approach balances strict ethical accountability with a deep commitment to respect and recognition, allowing individual initiative—such as the successful implementation of store-level display experiments—to flourish without fear of punishment.
- 28 min
David Solomon Formally Announced as Lloyd Blankfein’s Successor
David Solomon, Lloyd Blankfein
Goldman Sachs announced that CEO and Chairman Lloyd Blankfein will retire at year-end, with David Solomon assuming immediate leadership of both roles as the firm enters a new strategic chapter. The transition coincides with a period of strong performance across investment banking and investment management, while Solomon pledged to uphold the firm's partnership culture and drive digital innovation through its Marcus and Clarity Money initiatives. With the firm aiming for its best fiscal year ever under the outgoing leadership, the move is presented as an evolution of the 149-year-old legacy designed to maintain competitive advantage in a changing regulatory and market landscape.
- 26 min
Episode 87: The Rate Stuff: What Markets Are Saying About the Macro Outlook
Francesco Garzarelli, Jake Seward
Goldman Sachs Research analysts attribute current equity and bond volatility to a market repricing of U.S. growth following fiscal stimulus, while forecasting four Federal Reserve rate hikes in 2018 that align with a terminal rate near 3%. The firm contends that a synchronized global bond bear market is unlikely until late 2018 or 2019, noting that divergent central bank cycles currently limit systemic risk despite rising term premiums in Europe and Japan. To capitalize on expected market complacency regarding inflation, the strategy advocates maintaining exposure to risky assets while exploiting volatility premiums through steeper yield curves.
- 32 min
Talks at GS: Malcolm Gladwell on the Art of Storytelling – From Print to Podcasts
In this wide-ranging discussion, Malcolm Gladwell explains how the immersive nature of podcasting enabled him to transition from print journalism to the non-fiction series *Revisionist History*, where he explores counterproductive outcomes by well-intentioned people. He details specific investigations into the University of Pennsylvania football scandal, the economic paradox of private country clubs, and the NIH's innovative response to the AIDS epidemic while defending the ad-supported audio model. Finally, Gladwell outlines the central thesis of his upcoming book *Talking to Strangers*, which examines the "default to truth" bias through the lens of the Madoff scandal and discusses his personal views on academic research and standardized testing.
- 14 min
Deborah Jackson and Davida Herzl: Advancing the Future of Women Entrepreneurs
Deborah Jackson, Davida Herzl, Stephanie Cohen
Plum Alley Investments, founded by Deborah Jackson, targets Series A female-founded technology companies like Davida Herzl's Aclima by providing capital and strategic support to address the systemic capital gap for women in hard tech. This venture capital firm prioritizes ventures with validated products and societal impact, operating with an investment thesis that diverse leadership correlates with superior financial returns and global innovation. Through an active partnership model where members commit $1.5 million or more annually, Plum Alley aims to establish a replicable template proving that women-led investing and companies can achieve both massive market impact and exceptional profitability.
- 21 min
Dan Abrams: Trial in American Life: Cases That Have Shaped the Nation
Dan Abrams, founder of Abrams Media and Chief Legal Anchor for ABC News, leverages his background in constitutional law and trial coverage to advocate for televised proceedings while producing complex legal analysis for public consumption. His work spans the creation of "Law and Crime," the co-authorship of *Lincoln's Last Trial*, and the production of the high-rating show *Live PD*, all designed to clarify legal systems through immersive storytelling and historical context. By prioritizing accessible "airport questions" over technical jargon, Abrams aims to improve public understanding of justice while countering the perceived risks of media influence on courtroom integrity.
- 45 min
Paul Tudor Jones: Investing in a More “JUST” World
Paul Tudor Jones, Lloyd Blankfein
Hedge fund legend Henry Jones, following his 1980 founding of Tudor Investment Corp, warns of impending market corrections driven by derivative structures, negative real interest rates, and unsustainable fiscal policies that mimic the 1987 crash. Leveraging his insights on economic volatility, Jones has shifted his focus to social impact by launching the Robin Hood Foundation and co-founding Just Capital to redefine corporate success through public-prioritized metrics like employee treatment and customer care. His research demonstrates that companies adhering to these "just" principles outperform traditional benchmarks while simultaneously addressing wealth inequality and poverty, proving that ethical practices can generate superior financial alpha.
- 23 min
Darren Star: From "Sex and the City" to "Younger": Coming of Age on Television
Speaker Aaron established a transformative television legacy by creating *90210*, *Melrose Place*, and *Sex and the City*, which collectively shifted network standards to embrace serialized storytelling, diverse representation, and female-centric narratives. His production strategy consistently prioritized controversial content and "found families" to challenge industry norms, directly influencing the cultural landscape and forcing *90210* to evolve from an issue-of-the-week format into a character-driven soap opera. Currently, he applies these foundational principles to *Younger*, leveraging streaming platforms to craft bingeable content that explores generational divides and encourages creative risk-taking in the modern media environment.
- 15 min
Ken Griffin: How Talent and Technology Are Shaping the Markets
Citadel leverages a synergistic framework of fundamental, quantitative, and market-making strategies to manage approximately $30 billion, prioritizing human judgment augmented by robust technology over artificial intelligence for generating alpha. The firm sustains its competitive edge through a rigorous meritocratic culture that focuses on global talent acquisition and an 18-year pipeline for grooming associates into portfolio managers, while using advanced diagnostic tools to shift decision-making from defensive risk management to offensive positioning. This operational model, which emphasizes resource allocation and rapid infrastructure scaling, enabled the firm to navigate the 2008 crisis and maintain superlative performance despite a modest 52% hit rate in idiosyncratic stock picking.
- 35 min
Oskar Eustis: From "Hair" to "Hamilton": The Promise of The Public Theater
For thirteen years, Artistic Director Oskar Justus has guided The Public Theater to democratize storytelling, championing works like *Angels in America*, *Fun Home*, and *Hamilton* that bridge social divides through shared human narratives. By commissioning visionary artists such as Tony Kushner and Lin-Manuel Miranda, Justus fostered productions that transformed specific cultural moments into universal experiences, proving that theater can intervene in the national conversation by building identity across class and ethnic lines. This institutional legacy reflects Justus's evolution from radical protest to sustainable arts leadership, prioritizing the power of story to connect diverse audiences regardless of their background.
- 13 min
Dr. Paul Farmer: Reshaping the Global Health Community
Dr. Paul Farmer, Christina Minnis
Dr. Paul Farmer and co-founders established Partners in Health in 1987 based on a mission to build university teaching hospitals in resource-poor settings, differentiating the organization as an academic NGO focused on long-term capacity building over temporary relief. The network achieved critical global health milestones, including the mobilization during the Ebola crisis and the success of PEPFAR which saved millions of lives, while simultaneously demonstrating in Rwanda that community-based care could eliminate mother-to-child HIV transmission at rates surpassing U.S. standards. Farmer contrasts these outcomes with the U.S. healthcare system, arguing it functions as an illness care model lacking the integrated community support necessary to prevent patients from being lost to follow-up.
- 23 min
Jeremy Lin on His Unconventional Brand and Basketball Career
Brooklyn Nets guard Jeremy Lin is returning to the NBA after a two-year hiatus, explicitly framing his comeback through the lens of his Asian-American underdog identity and a strategic rejection of polarized media expectations. Drawing on a foundation built by his family's financial sacrifices and his own conversion to authenticity, Lin leverages social media to challenge stereotypes while balancing his athletic career with a commitment to Christian faith and future philanthropy focused on women's empowerment and education. Although he acknowledges ongoing physical uncertainties, the former Harvard graduate aims to sustain a public persona that integrates his diverse interests, including gaming and design, to advocate for global issues beyond his time on the court.
- 26 min
Eric Schmidt: The Artificial Intelligence Revolution
Goldman Sachs accelerates its cloud migration to leverage superior cybersecurity and specialized hardware for AI workloads, while the broader industry shifts toward data-driven deep learning that prioritizes scale over algorithmic provability. This transition enables "savant systems" in fields like healthcare and finance to automate trial-and-error processes, supported by a global talent market increasingly dominated by computer science graduates. Although these technologies promise to democratize expert-level capabilities through on-device and cloud computing, their adoption faces monetization hurdles and ongoing geopolitical competition, particularly from China.