Latest Interviews
Showing 1576–1590 of 2,637 transcripts.
Clear all filters- Goldman Sachs22 min
Verena Pausder, Founder of Fox & Sheep
Verena Pauster advocates for redefining children's digital engagement by mandating a "time budget" that restricts passive consumption in favor of creative output, while her non-profit addresses Germany's educational inequality through subsidized coding access and individualized learning tools. Concurrently, Pauster led the "Stay on Board" initiative to successfully lobby for 2023 legislation protecting board members' employment status during parental leave, proving that strategic advocacy can overcome century-old regulatory barriers. These efforts form part of her broader strategic vision in *The New Country*, which proposes using digitalization to modernize national infrastructure across education, decarbonization, and equal rights.
- Goldman Sachs28 min
Jeff Lawson, Co-founder and CEO of Twilio
Twilio co-founder Jeff Lawson argues that reducing the cost and complexity of software experimentation accelerates innovation, citing the Wright Brothers' iterative success and the unique global reach of modern developers as evidence. Drawing from his experiences at Amazon Web Services, Lawson advocates for a strategic shift where executives treat developers as partners rather than coders to build "Minimum Lovable Products" within small, mission-aligned teams. This approach underpins Twilio's evolution from a communications API into a comprehensive Customer Engagement Platform, aiming to democratize the personalization capabilities of digital giants like Amazon and Apple for all businesses.
- Goldman Sachs22 min
Piloting Through: Why Investors Should Stay the Course
Sharmin Mossavar-Rahmani, Allison Nathan
Goldman Sachs' Investment Strategy Group, led by Chief Investment Officer Sharmeen Masavaramani, maintains a "stay invested" stance on U.S. equities for 2022, forecasting a 6% to 12% total return despite valuations in the 10th decile. The firm projects robust U.S. economic growth of 3.5% to 4.0% and 12% earnings expansion, suggesting that the current equity risk premium remains attractive relative to fixed income even as the Federal Reserve implements three to four interest rate hikes. While acknowledging volatility risks such as geopolitical shocks and persistent inflation, the group advises slowly adding to equity positions and maintains a strategic overweight to U.S. stocks over international markets based on superior historical earnings performance.
- Goldman Sachs25 min
Is 2022 the endemic year?
Jeffrey Shaman, Dr. Eric Topol, Allison Nathan
Goldman Sachs Research frames the 2022 transition to endemicity against Omicron's rapid transmissibility and inflation-driven market shifts, while experts Jeffrey Shaman and Eric Topol analyze the variant's biological divergence from previous strains. The discussion highlights that Omicron's upper respiratory focus and robust vaccine-induced immunity have reduced severity, though evolutionary pressure does not guarantee future mildness or a predictable path to stabilization. The dialogue concludes by emphasizing Paxlovid's breakthrough efficacy as a stable treatment option and outlining the remaining hurdles of global vaccine equity and variant unpredictability before the virus can settle into a manageable seasonal pattern.
- Goldman Sachs25 min
As Rates Reprice and Stocks Sell Off, What’s Next?
David Kostin, Jonathan Shugar, Allison Nathan
Amidst a shift in market expectations toward four Federal Reserve rate hikes in 2022, a broad sell-off has disproportionately punished low-margin technology stocks while cyclicals like energy and materials outperformed. Goldman Sachs forecasts record corporate net margins of 12.5% and steady 8% growth driven by margin expansion, supported by $1.25 trillion in planned share buybacks and potential M&A activity. As institutional investors adopt more tactical hedging strategies, the primary market focus remains on whether corporations can successfully pass inflationary costs to consumers without volume degradation during the upcoming earnings season.
- Milken Institute36 min
Permanent Disruption: Navigating the Road Ahead
Dan Carol, Michael Piwowar, Tammie Arnold, Elaine Buckberg, Maurice Jones, Mike Pivovar
The Milken Institute's 2022 Public Finance Forum convened virtual cross-sector innovators to address the $4 trillion public finance sector through infrastructure deployment, ESG integration, and adaptive public-private partnerships. General Motors Chief Economist Elaine Buckberg outlined a resilient U.S. economic outlook marked by 3.9% growth and easing inflation, while OneTen's Maurice Jones highlighted a critical need to dismantle credential barriers to advance Black employment and close the racial wealth gap. Complementing these social and economic themes, the event featured commitments from major automakers toward electrification and Alpha Ledger's introduction of blockchain technology to modernize municipal bond markets for greater efficiency and equity.
- Milken Institute30 min
Building Community Wealth: How Can We Meet the Moment
Margot Brandenburg, Natalie Foster, Shawn Wooden
Ford Foundation host Margo Brandenburg facilitated a dialogue with Natalie Foster and Connecticut Treasurer Sean Wooden on utilizing community wealth strategies to address the widening racial and economic divide. Foster highlighted the Child Tax Credit's success in reducing child poverty while Wooden detailed Connecticut's pioneering Baby Bonds program as a model for closing the generational wealth gap through state-level innovation. The conversation further examined how public sector expansions of guaranteed income, social bonds, and anti-monopoly policies are reshaping labor markets and providing essential financial buffers during economic volatility.
- Milken Institute30 min
Managing Through Change: Mayors Weigh In
Mary Ellen Wiederwohl, Michael Hancock, Quinton Lucas
Accelerator for America President Mary Ellen Reeder-Wohl facilitated a public finance forum with Denver Mayor Michael Hancock and Kansas City Mayor Quentin Lucas to discuss leveraging federal funds for systemic urban transformation. The mayors detailed strategies for redesigning major infrastructure corridors, such as Denver's Colfax Avenue and Kansas City's I-70, to prioritize equitable housing, transit, and business opportunities while preventing community displacement. By framing local projects as regional assets, both leaders emphasized a shared commitment to moving beyond reactive budget maintenance toward proactive solutions for inequality and economic resilience.
- Milken Institute31 min
Show Time for Infrastructure: Accelerating Shovel Worthy Infrastructure Projects
Stacy Swann, Christine Harada, Nathaniel Keohane, Collin O'Mara, Jim Pass
Under the Paris Agreement, the U.S. aims to cut economy-wide greenhouse gas emissions by 50–52% below 2005 levels by 2030 while addressing a projected $10 trillion infrastructure gap through coordinated federal and private sector investment. Recent multi-agency announcements have accelerated clean energy deployment targets, including 30 gigawatts of offshore wind by 2030 and grid modernization initiatives, alongside efforts to unify financial standards and streamline permitting to unlock necessary capital. This strategy relies on bipartisan support for natural climate solutions and the passage of comprehensive legislation like the Build Back Better Act to achieve net-zero emissions by 2050 while creating an estimated 1.5 million jobs annually.
- Milken Institute36 min
Equity and ESG for Munis: Risks, Disclosure, and Adoption
Caitlin MacLean, Olivia Albrecht, Lourdes Germán, Gary Hall, Mark Kim, Zoila Jennings
The municipal ESG bond market currently lacks a consistent pricing premium despite $43 billion in outstanding labels, driven by challenges in quantifying social metrics and a reliance on self-verification by 61% of issuers. To address these data gaps and standardization issues, the Municipal Securities Rulemaking Board is launching the Emma Labs analytics platform while seeking enhanced disclosures, and a new $4 million consortium is developing unified racial equity frameworks for municipal financing. Consequently, market participants are being urged to align with international standards and demand greater transparency from asset managers to harmonize taxonomies and improve access for smaller communities.
- Milken Institute30 min
A Conversation with Brian Deese, Director, White House National Economic Council
Following the American Rescue Plan, the U.S. achieved historic economic growth in 2021, with GDP expansion between 5% and 6% and a significant decline in child poverty and evictions. Now, the administration is leveraging these funds alongside the Bipartisan Infrastructure Law, led by Mitch Landrieu, to deploy 21st-century industrial strategies that address supply chain bottlenecks and accelerate private capital investment in clean energy. Despite current pressures from the Omicron variant and geopolitical instability, officials emphasize a "bottom-up" approach to sustain recovery while ensuring long-term climate resilience and regional equity.
- Milken Institute30 min
City CFOs Report from the Frontlines of Public Finance
Lois Scott, Brendan Hanlon, Jennie Huang Bennett, Elizabeth Reich, Jenny Bennett
Chicago, Dallas, and Denver successfully navigated post-pandemic fiscal crises by balancing structural deficits with strategic recovery plans, though each city faced distinct challenges regarding pension funding, sales tax volatility, and personnel costs. While Chicago directed $1.2 billion toward community safety and tech-sector growth, Dallas expanded its general fund reserves to 74 days of operations, and Denver prioritized mental health investments to address downtown vacancy rates that peaked at 30%. All three municipalities also adopted proactive cybersecurity frameworks and leveraged federal infrastructure funds to mitigate long-term risks without permanently compromising service levels.
- Milken Institute20 min
A Conversation With Kathy Hochul, Governor of New York
Kathy Hochul, Michael Piwowar, Richard Ravitch
Governor Hochul is fortifying New York State's fiscal reserves against potential crises while rejecting tax hikes to stem the out-migration of high-net-worth individuals. Simultaneously, she is collaborating with New York City Mayor Adams on subway safety initiatives and advancing the delayed congestion pricing plan to secure MTA funding. Her administration also prioritized keeping schools open during the Omicron surge through widespread testing and is incentivizing the construction of 100,000 affordable housing units to address long-term economic stability.
- Goldman Sachs21 min
Carlos Acosta, Director of the Birmingham Royal Ballet
Born into a working-class Cuban family, former principal dancer Carlos Acosta leveraged the state-sponsored arts program to become the first black principal dancer in *Swan Lake* at the Metropolitan Opera and the first black director of a major ballet company, the Birmingham Royal Ballet. Appointed in January 2020 amidst the onset of the pandemic, Acosta is currently executing strategic initiatives to elevate technical standards and diversify audiences through innovative productions like *Radio and Juliet*. His leadership focuses on dismantling industry exclusion by actively recruiting global talent and redefining classical dance's cultural relevance for younger generations.
- Y Combinator21 min
Where Do Great Startup Ideas Come From? – Dalton Caldwell and Michael Seibel
Dalton Caldwell, Michael Seibel
This presentation analyzes how Airbnb, Coinbase, and Stripe succeeded by disrupting mature markets with superior solutions despite facing intense skepticism from investors regarding market viability, regulatory hurdles, and founder inexperience. Each case study highlights how founders leveraged direct personal pain points to identify critical flaws in existing competitors, ultimately overcoming initial rejections through contrarian product strategies and unexpected timing factors like the 2008 financial crisis. The discussion concludes that successful ventures often begin with grossly underestimated market sizes, expanding significantly as new use cases emerge beyond the founders' initial vision.