Latest Interviews
Showing 286–300 of 573 interview transcripts.
Clear all filters- Goldman Sachs28 min
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Kinger Lau, Hui Shan, Alison Nathan
Goldman Sachs analysts analyze China's current economic stagnation driven by Omicron lockdowns and a severe property downturn, noting that structural constraints and geopolitical tensions limit the government's ability to stimulate growth through traditional methods. Despite these headwinds forcing a downward revision of long-term growth forecasts to 4-5%, the firm argues that significant risks are already priced into equities trading below 10x forward earnings, suggesting a constructive six-to-twelve-month outlook. Investors are advised to align portfolios with policy-supported sectors like semiconductors and green energy, anticipating potential valuation recovery contingent on a soft landing and avoided global recession.
- Goldman Sachs27 min
Jean Case, CEO of The Case Impact Network and Chairman of the National Geographic Society
Jean Case outlines the critical distinction between impact investing and ESG frameworks while addressing SEC transparency concerns and the urgent need for "greenwashing" prevention as trillions of dollars transfer to Millennial and Gen Z investors. She highlights a shifting market where diverse leadership teams drive superior returns and where fossil fuel strategies are evolving from divestment to active engagement, particularly amidst geopolitical pressures like the Ukraine crisis. Case illustrates these concepts through App Harvest's vertical farming success and personal reflections on navigating career risks, ultimately advocating for a strategic pivot to "fail forward" when community alignment is compromised.
- Goldman Sachs20 min
Changes at the Top: Spinoffs, Separations and Restructurings
Ben Snider, David Dubner, Allison Nathan
Amidst slowing U.S. growth and persistent inflation, the S&P 500 is shifting valuation focus toward high-profit-margin companies, driving a surge in corporate restructuring activities. Global spinoff volume has doubled the five-year average to over $100 billion as management teams prioritize portfolio rationalization and capital allocation efficiency. While transaction structures range from initial-step IPOs to spin-mergers, Goldman Sachs forecasts this trend will persist through 2022 as firms seek to optimize operations against sustained economic headwinds.
- Goldman Sachs32 min
Gina Ortiz Jones, Under Secretary of the Air Force
Under Secretary Gina Ortiz-Jones outlined the Department of the Air Force's strategic shift toward integrated deterrence and sixth-generation space dominance to counter the pacing threat of China while sustaining critical security assistance to Ukraine. Simultaneously, the leadership is enforcing rigorous data-driven policy reforms to dismantle systemic biases identified in promotion pipelines and address barriers facing women of color and Asian men. These operational and personnel changes are driven by Ortiz-Jones's personal commitment to inclusive growth, aiming to modernize the force and ensure sustained talent retention through both combat readiness and equitable access.
- Goldman Sachs29 min
Rising Stagflation Risks Are Changing the Investment Playbook
Christian Mueller-Glissmann, Maria Vassalou, Alison Nathan
Goldman Sachs analysts Christian Mueller-Glissman and Maria Basselou warn that the post-2008 investment regime is ending, creating significant risks for traditional 60-40 portfolios as structural headwinds like higher inflation and compressed margins threaten to deliver real returns below historical averages. In response, the firm advocates replacing passive strategies and government bonds with dynamic allocations into real assets, private infrastructure, and non-US equity markets to hedge against stagflation and navigate expected recessionary pressures. This shift prioritizes active management and geographic diversification, moving away from US dominance toward commodity exporters and value-driven regions to capture growth in a dis-integrating global economy.
- Goldman Sachs29 min
Kate Ryder, Founder & CEO of Maven Clinic
Co-founded and led by CEO Kate Rider, Maven is the first female-led telehealth startup to achieve unicorn status, addressing critical gaps in women's healthcare through a network spanning fertility, postpartum care, and menopause. The company recently expanded its strategic footprint by partnering with Microsoft and five Fortune 15 employers while simultaneously extending coverage to Medicaid populations to combat high maternal mortality rates. By shifting incentives from volume-based procedures to value-based outcomes, Maven has reported a 30% reduction in NICU admissions and is actively working to reform the systemic inequities that affect one in eight couples facing infertility.
- Goldman Sachs25 min
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
Lisa Yang, Alexander Duval, Alison Nathan
Driven by supportive policies and pandemic-induced acceleration, Europe's digital economy has doubled its number of tech unicorns and tripled venture capital funding to nearly $92 billion while legacy firms like L'Oréal and SAP pivot to Direct-to-Consumer strategies. Amidst a significant correction in public markets, investor focus has shifted toward profitability, yet private valuations remain robust for early-stage companies as the European Chips Act mobilizes €40 billion to address semiconductor bottlenecks. With geopolitical tensions reshaping supply chain priorities and niche sectors like online education showing low penetration, the region continues to leverage its global leadership in hardware and B2B verticals to capture substantial future growth.
- Goldman Sachs35 min
Paula Kerger, President & CEO of PBS
PBS CEO Paula Kerger oversees the decentralized network's 16-year evolution from a command-and-control model to a trust-based system that balances federal infrastructure support with local fundraising. The organization differentiates its portfolio by prioritizing high-investment educational documentaries and investigative journalism like *Frontline* while transitioning to digital platforms to ensure equitable access in underserved communities. Looking ahead, Kerger aims to expand funding for national arts and science programming while reinforcing the network's role as a non-partisan counterweight to media consolidation and algorithmic polarization.
- Goldman Sachs25 min
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
Samantha Dart, Alberto Gandolfi, Michele Della Vigna, Alison Nathan
Amidst acute supply vulnerabilities where Russia provides 40% of Europe's natural gas and oil, European markets face soaring prices that are forcing industrial curtailment while Western divestment sustains price volatility. In response, the EU is accelerating the "Repower EU" strategy to cut Russian gas imports by two-thirds this year and compress renewable project approvals, simultaneously delaying coal retirements and expanding LNG infrastructure to ensure energy security. These structural shifts, supported by a 60% forecasted rise in global energy investment, aim to rebalance ESG frameworks toward immediate affordability while transitioning to green hydrogen and renewables by 2030.
- Goldman Sachs28 min
Russell Wilson, Denver Broncos Quarterback; Super Bowl XLVIII Champion
Russell Wilson, Nicole Pullen-Ross
Nine-time Pro Bowl quarterback Russell Wilson leverages a decade of NFL records and his unique background in baseball and basketball to challenge conventional athletic and business limits. Wilson applies his "neutral thinking" philosophy and strategic risk management to build a diverse portfolio including West to East and the Good Man Brand while directing the Why Not You Foundation to distribute over 70 million meals. Looking forward, he aims to redefine the potential of professional athletes by prioritizing immediate excellence and community leadership over traditional career trajectories.
- Goldman Sachs40 min
Eric Adams, Mayor of New York City
New York City Mayor Eric Adams is redefining the city's governance by forging a corporate covenant to accelerate economic recovery and establishing strict performance metrics for agencies like the FDNY and Department of Buildings to reduce bureaucratic delays. To create a foundation for prosperity, his administration is simultaneously addressing public safety through a dual strategy of enforcement and root-cause intervention while launching major infrastructure initiatives such as a new onshore wind port and a Brooklyn-based Cyber Command Center. Anchored in his former law enforcement experience, Mayor Adams aims to transform the city into a globally business-friendly hub that balances fiscal innovation with social cohesion and public health resilience.
- Goldman Sachs22 min
The Next Tech Battleground: Online Gaming & the Metaverse
Jung Min, Alison Nathan, Zhang Min
The global gaming industry has matured into a $200 billion sector driven by live operations and recurring revenue, prompting a wave of strategic mergers and acquisitions to diversify portfolios and secure market dominance. Major technology leaders like Microsoft and Tencent are now allocating significant capital to gaming as a foundational pathway for the metaverse and Web 3.0, viewing the sector as a critical incubator for future digital infrastructure. This ongoing platform shift, which mirrors the transition from desktop to mobile, is projected to create new monetization models and drive substantial global economic growth over the next decade.
- Goldman Sachs25 min
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
David Mericle, Brian Friedman, Alison Nathan
Goldman Sachs has revised its 2022 Federal Reserve interest rate hike forecast to seven increases driven by wage growth incompatible with inflation targets, projecting balance sheet reductions to begin in June. While financial conditions remain tighter with record credit outflows and equity exposure hitting yearly lows, the firm attributes greater recessionary risk to the fading of pandemic-era fiscal stimulus than to monetary policy. Consequently, the research recommends a long-equity, short-credit strategy and identifies emerging market currencies as attractive assets amid a global divergence where developing central banks have largely finished tightening.
- Goldman Sachs23 min
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
Jeffrey Currie, Allison Nathan, Jeff Curry
Markets in early 2022 face a critical commodity supercycle driven by decade-long underinvestment in traditional energy and metals sectors alongside surging demand from decarbonization and restored low-income consumption. While central banks signal tighter monetary policy, physical supply deficits in oil, agriculture, and base metals have already pushed Brent crude above $90 with Goldman Sachs forecasting prices reaching $105 by the second half of the year. This divergence between paper market skepticism and tightening real-world inventory levels creates significant investment opportunities in physical commodities as a primary inflation hedge against potential supply-driven economic slowdowns.
- Goldman Sachs24 min
What’s Ahead for the Housing Market
Douglas Yearley, Terry Hagerty, Allison Nathan, Doug Yearley
Driven by a decade of severe undersupply and a millennial demographic boom, the U.S. housing market experienced rapid price appreciation and a shift toward new construction between 2020 and 2022. Toll Brothers CEO Doug Yearley and sector analysts project sustained demand through 2022 despite rising mortgage rates, citing a fundamental supply shortage rather than market froth. This environment catalyzed over $20 billion in equity issuance and a 60% surge in M&A activity, while capital markets increasingly favor consolidation and the scaling of modular and offsite manufacturing technologies.