Latest Interviews
Showing 301–315 of 573 interview 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.
- 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.
- Goldman Sachs21 min
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy & What to Expect in 2022
During a January 6, 2022 conversation with Allison Nathan, Goldman Sachs CEO David Solomon reported record 2021 revenue and earnings driven by robust client activity while confirming the firm is ahead on 34 of 35 strategic key performance indicators. Solomon forecasted a 2022 macroeconomic shift characterized by persistent inflation and a hawkish Federal Reserve pivot that will likely trigger equity valuation corrections, noting a trend toward mid-sized mergers due to tightened regulatory environments. To support growth in digital banking and European asset management, the firm is finalizing acquisitions of GreenSky and Invergo while maintaining a long-term focus on sustainability initiatives and workforce development despite pandemic-related challenges.
- Goldman Sachs30 min
Anna Malaika Tubbs, Author of “The Three Mothers"
Anna Malaika Tubbs, Stephanie Cohen
Anna Malaika Tubbs' *The Three Mothers* utilizes original archival research to document the lives of Alberta King, Louise Little, and Berdis Baldwin, revealing how their distinct educational backgrounds and radical strategies directly shaped the legacies of their sons, Martin Luther King Jr., Malcolm X, and James Baldwin. By framing the systematic erasure of these Black women as an intentional oversight driven by historical bias, Tubbs demonstrates that their pursuit of equity, self-reliance, and narrative healing served as the foundational pillars for the Civil Rights movement. The work further argues that recognizing such multi-generational contributions is essential for both advancing racial justice and establishing diversity as a critical driver of corporate profitability and market innovation.
- Goldman Sachs29 min
Melanie Campbell, president and CEO of the National Coalition on Black Civic Participation
Melanie Campbell, Joyce Brayboy
Melanie Campbell, President and CEO of the National Coalition on Black Civic Participation, partnered with Goldman Sachs to advance the One Million Black Women Initiative by prioritizing economic mobility, affordable housing, and health disparities as critical barriers to prosperity. Drawing on the legacy of Dr. Dorothy Height and her own history of civil rights activism, Campbell advocates for a servant leadership model that mobilizes families and emphasizes the intersectionality of race and gender. Ultimately, the collaboration aims to transform documented disparities into actionable outcomes while urging intergenerational collaboration and resilience to sustain long-term social change.
- Goldman Sachs24 min
What’s Next for M&A?
Stephan Feldgoise, Mark Sorrell, Allison Nathan
Goldman Sachs reported that global M&A activity shattered 2021 records with approximately 400 transactions exceeding $500 million, driven by boards prioritizing long-term strategic positioning over short-term metrics despite geopolitical and inflationary concerns. Private equity's market share expanded to 35% as sovereign funds and family offices engaged in controlling investments, facilitating a resurgence of mega leveraged buyouts and encouraging stock-based deal structuring amid high valuations. With activist campaigns surging and digital transformation compressing execution timelines, the firm maintains a cautiously optimistic outlook for 2022, anticipating deal volumes to match or exceed the previous year's high benchmark.
- Goldman Sachs30 min
Investing in Climate Change 2.0
Mark Carney, Chris James, Alison Nathan, Evie Hambro, Caspar Lorenzen, Jeff Curry
Leading financial institutions and investors, including Mark Carney, Engine No. 1, and BlackRock, are deploying a strategy of active engagement to steer $130 trillion in assets toward a net-zero future, effectively challenging high-emitting industries like ExxonMobil through proxy campaigns and portfolio adjustments. This approach asserts that climate action aligns with fiduciary duty by mitigating long-term risks and capitalizing on market shifts, while experts like Goldman Sachs' Jeff Curry emphasize that private sector efforts alone are insufficient without government-mandated carbon pricing and standardized disclosure frameworks. Ultimately, achieving the required $4 trillion annual climate investment by 2050 depends on a hybrid model where voluntary decarbonization plans are reinforced by binding public policies to ensure efficient capital allocation and affordable energy transitions.
- Goldman Sachs20 min
Sumayya Vally, Founder and Director of Counterspace
Johannesburg-based architect Sumaya Valli, drawing from her apartheid-era childhood, designed the 2024 Serpentine Pavilion to honor marginalized gathering spaces inspired by London's Caribbean heritage while utilizing reclaimed cork, steel, and micro-cement. Her firm Counterspace further applied this philosophy through the Folded Skies installation, which transforms toxic mining soil into iridescent materials to visualize Johannesburg's extraction history. Alongside these projects, Valli established a three-year network to sustainably support ten artists annually who intersect art, social justice, and ecology.
- Goldman Sachs35 min
Patrick Cantlay, 2021 PGA TOUR Player of the Year
PGA Tour Player of the Year Patrick Cantlay recounts his triumphant return from a three-year spinal injury and the personal tragedy of losing his best friend, crediting a dedicated rehabilitation team and mechanical adjustments for his recent success. Drawing on the pressure management techniques honed during his Ryder Cup victory, Cantlay discusses his strategic approach to performance and his belief that advancing golf ball distance threatens the architectural integrity of historic courses. Looking ahead, he targets major championships like the 2022 British Open while emphasizing the importance of balancing competitive intensity with personal well-being to sustain his career.
- Goldman Sachs24 min
Mardy Fish, Former Professional Tennis Player
Former professional tennis player and Davis Cup captain Morty Fish details his journey from a junior prodigy to a top-ranked athlete before overcoming severe anxiety and panic attacks in 2012. Following a critical intervention by his wife, Fish prioritized his mental health over his career, returning to the sport in 2015 to compete with resilience rather than a desire for victory. Now a mental health advocate, Fish uses his platform to normalize vulnerability in high-pressure environments and encourage others to seek professional help for psychological struggles.
- Goldman Sachs20 min
Monique Rodriguez, Founder and CEO, Mielle Organics
Monique Rodriguez established Miel Organics in 2014 as a fastest-growing natural hair care brand by leveraging her nursing background to prioritize ingredient integrity and bootstrap funding before securing the capital needed for global retail expansion. Beyond product sales in 87 countries, the company launched the "More Than a Strand" fund to support Black women and students while differentiating its market position through an authentic CEO-to-consumer connection that rejects the notion of a saturated industry. Rodriguez's strategic vision targets becoming the number one globally recognized Black-owned beauty company by 2030 by addressing the demographic shift toward textured hair and cultivating a next generation of entrepreneurs through humility and community investment.