Latest Interviews
Showing 556–570 of 1,099 interview transcripts.
Clear all filters- The Economist22 min
All for one: Donald Trump and his key Musketeer
Donald Trump, Jason Palmer, Rosie Bloor, Patrick Fowles, Rachel Lloyd, Fraser McIlwraith
Elon Musk is set to lead the new Department of Government Efficiency under President-elect Donald Trump, a partnership driven by shared hostility toward federal bureaucracy and "woke" culture despite risks of conflicts of interest and a volatile alliance dynamic. Concurrently, Ireland is confronting its history of Magdalene laundries through new criminal legislation prohibiting record destruction and plans for a remembrance center, though church-controlled education stalls broader reform. Finally, Chile is witnessing a surge in salmon theft as criminal networks pivot from timber to the lucrative aquaculture sector, prompting enhanced security measures and legislative proposals to address the rising crime wave.
- The Economist25 min
Up and atom: can Trump stop Iranian nukes?
Trump, Rosie Bloor, Greg Kallstrom, Jason Chow, Avantika Chirkotty
Geopolitical tensions regarding Iran's nuclear program have intensified as its enriched uranium stockpile reaches 6,000 kilograms while a potential second Trump administration prepares to reimpose "maximum pressure" sanctions aimed at regime change or a new comprehensive agreement. Simultaneously, China confronts a demographic collapse with a fertility rate of 1.1 by enforcing aggressive pro-natalist policies that link housing loans and taxes to family size, marking a stark return to state-controlled reproduction. In the commercial sector, the $400 billion global sportswear market is undergoing significant disruption as Nike and Adidas lose ground to agile competitors like On and Hoka, who capitalize on low entry barriers and a shifting consumer preference for performance footwear over lifestyle brands.
- Goldman Sachs30 min
Post-election market outlook
Tony Pasquarello, Josh Schifrin, Dominic Wilson
Strategists Dominic Wilson and Josh Schifrin analyze the post-election market surge, attributing the rally in US equities, the dollar, and bond yields to a convergence of upgraded growth prospects and pro-growth policy expectations. While the Federal Reserve is forecasted to implement a December rate cut and adopt a cautious "destination mode," the pair highlights persistent tail risks including tariff volatility, valuation concerns, and a heavy concentration of capital in US assets. Their outlook recommends a long-equity and long-dollar portfolio position to navigate an expected year-end transition into a choppier, policy-sensitive trading environment.
- The Economist21 min
Rio brand: why Brazil is courting China
Jason Palmer, Rosie Bloor, Ana Lankes, Natasha Loder, James Francham
At the G20 summit in Rio de Janeiro, Brazilian President Luiz Inácio Lula da Silva criticized neoliberal globalization and proposed reforming international institutions while Brazil pivots economically and strategically toward China to offset tensions with an anticipated Trump administration. Concurrently, a Guy Foundation report warns that space travel induces accelerated aging by damaging astronaut mitochondria, suggesting that deep-space colonization may eventually require genetic engineering to overcome biological barriers. Finally, the United Kingdom's telecommunications infrastructure has deteriorated to rank among the worst in the developed world due to regulatory setbacks, insufficient investment, and planning restrictions, prompting a controversial proposed merger between Vodafone and 3 to alleviate capacity constraints.
- The Economist25 min
The long game: how will US missiles help Ukraine?
Rosie Bloor, Shashank Joshi, Simon Rabinovich, Benjamin Sutherland
The Biden administration authorized Ukraine to employ US-supplied ATACMS missiles within Russian territory, a strategic move designed to counter North Korean troop deployments in Kursk and bolster Kyiv's position ahead of President Trump's inauguration. Concurrently, divergent Western diplomatic approaches have emerged, with German Chancellor Olaf Scholz breaking his silence to call Vladimir Putin despite criticism from Kyiv and Warsaw. In domestic affairs, President-elect Trump's "Trumponomics" platform promises aggressive tax cuts, deregulation, and high tariffs, creating immediate market rallies while economists warn of long-term inflation and labor shortages. Finally, airship technology is experiencing a resurgence driven by fuel efficiency and cargo capacity, with commercial demonstrations expected soon to address logistical bottlenecks where speed is secondary to cost.
- Goldman Sachs38 min
Investing in Sports: The Next Trillion Dollar Market?
Nicole Pullen Ross, Josh Harris, Dave Dase, Elis Jones
Driven by tripled franchise valuations and a record-breaking $6 billion Washington Commanders acquisition, major U.S. leagues are dismantling historical barriers to allow private equity and institutional investors to enter an industry previously reserved for individual owners. These capital injections are transforming teams into global businesses focused on media rights expansion, ancillary revenue streams like sports betting, and advanced analytics to compete in a market reaching 3 billion people. As investors adopt a long-term stewardship model rather than seeking quick profits, the convergence of sports with entertainment and technology is fueling an arms race in innovation to secure competitive advantages and sustainable 25-to-100-year returns.
- The Economist25 min
Kyiv calm and carry on: Trump’s win may benefit Ukraine
Trump, Jason Palmer, Rosie Bloor, Oliver Carroll, Katherine Nixie
Amidst a deteriorating military situation in Ukraine characterized by Russian offensives toward Pokrovsk and internal morale crises, the incoming Trump administration's potential peace plans, including neutrality proposals from J.D. Vance, face skepticism regarding their feasibility within a 24-hour window. Simultaneously, African diaspora churches are experiencing rapid global expansion and financial integration through tithes and digital innovation, while the release of *Gladiator II* sparks cultural debate over its departure from the original film's democratic optimism in favor of modern themes like anti-elitism and racial diversity. These divergent developments highlight a geopolitical landscape shifting under new leadership, a religious sector adapting to Western demographics, and entertainment reflecting contemporary societal anxieties about institutional trust.
- The Economist24 min
The Peking order: Can China’s army surpass the US?
Rosie Bloor, Jason Palmer, Shashank Joshi, Avantika Chalkoti, Anne Rowe
At the Zhuhai Airshow, China officially debuted the J-35A stealth fighter and new drone vessels while signaling a strategic pivot toward quality over quantity to achieve military parity with the US by 2049. Despite retaining advantages in carrier experience and AI, American forces face a narrowing gap in hypersonic capabilities and vertical launch system numbers that analysts predict China will surpass by 2026. Concurrently, the global luxury e-commerce sector is undergoing a contraction driven by macroeconomic pressures, prompting major players like Farfetch and Net-a-Porter to be sold or restructured as consumers shift toward in-store experiences and direct brand channels.
- Goldman Sachs25 min
Soros Fund Management’s Dawn Fitzpatrick on the Risks and Rewards of Contrarian Views
Dawn Fitzpatrick, John Waldron
Soros Fund Management manages approximately $30 billion to fund annual social grants, utilizing a pragmatic investment framework that targets $1.3 billion to $1.7 billion in philanthropy while enforcing strict ESG red lines against primary brown energy companies. In the current macro environment of synchronized central bank cuts, the firm maintains a defensive fixed income stance by trading 10-year yields in a 3.75% to 4% range and avoids extending duration, while shifting focus toward asset-backed securities and public healthcare megatrends like GLP-1 drugs. Complementing these capital allocation strategies, leadership emphasizes intellectual honesty and disciplined patience derived from George Soros's mentorship, alongside innovative diversity initiatives that tie senior compensation to the long-term success of junior hires from underrepresented groups.
- The Economist25 min
Needs Musk: Donald Trump’s new appointments
Musk, Donald Trump, Rosie Bloor, John Priddo, Matt Steinglass, Leo Morani
The Trump administration appointed Elon Musk and Vivek Ramaswamy to lead a new commission for government efficiency while filling key national security and State Department roles with figures aligned to a hardline agenda. Concurrently, European agricultural sectors face intensifying labor shortages due to migration policy shifts, forcing nations like the Netherlands to balance reliance on migrant workers against rising exploitation and regulatory reforms. In India, a trend of "nominal inflation" sees officials appending lengthy ideological titles to public spaces and programs, a practice critics argue creates bureaucratic burdens and reflects a fundamental unseriousness toward modernization.
- The Economist24 min
Parting Scholz: what next for Germany?
Scholz, Jason Palmer, Rosie Bloor, Tom Nuttall, Sasha Nauta, Duncan Robinson
Germany's "traffic light" coalition collapsed on November 6 after Chancellor Olaf Scholz and Finance Minister Christian Lindner clashed over the constitutional debt break, triggering a minority government that will face a confidence vote and a general election scheduled for February 23. Simultaneously, a re-analysis of a 2020 medical study debunked earlier claims that Black doctors significantly improve survival rates for Black infants, attributing the original statistical anomaly to uncontrolled variables regarding very low birth weight rather than physician race. In the United Kingdom, London's King's Cross district has evolved from an industrial wasteland into a premier global tech hub anchored by major corporations like Google and OpenAI, though analysts caution that such regeneration relies on unique assets that limit its replicability outside central London.
- The Economist24 min
Some like it hot: could Trump derail climate talks?
Trump, Jason Palmer, Rosie Bloor, Oliver Morton, Henry Tricks, Catherine Nixie
Microsoft and OpenAI are exploring a shift away from exclusive Azure partnerships to host OpenAI models on Amazon Web Services, a move driven by revenue diversification and regulatory pressures that align with Microsoft's broader AI portfolio expansion. Simultaneously, COP29 in Baku confronts the urgency of 2024's record-breaking heat and potential US withdrawal under a second Trump administration while attempting to establish new climate finance baselines to replace the 2015 Paris Agreement's ad hoc targets. In cultural affairs, the Remembrance Day poppy has evolved from a unifying WWI memorial into a contested symbol of modern identity politics, with its commercial sales and varying interpretations now sparking polarized public debates as living historical memory fades.
- Milken Institute22 min
A Conversation with FDA Commissioner Robert Califf | Future of Health Summit 2023
Robert Califf, Conrad Kiechel, Esther Krofah
FDA Commissioner Robert Califf highlighted a critical gap in U.S. health outcomes, noting that despite high spending, life expectancy has fallen to 76.4 years while fragmented post-market evidence systems fail to answer key treatment questions. To address this, Califf proposed a unified ecosystem involving the CMS, NIH, and FDA to leverage real-world data and AI for generating rigorous post-approval evidence while incentivizing clinicians to participate in large-scale research. Additionally, the agency plans to combat persistent public distrust and medical misinformation through plain-language communication and a broad coalition of academic, industry, and community partners.
America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital
Left Lane Capital has pivoted its strategy to target high-growth physical and consumer brands in stagnant markets, leveraging a disciplined, data-driven framework inspired by SaaS metrics to evaluate opportunities in sectors ranging from beverage to sports. With assets exceeding $2 billion and a portfolio including leaders like Olipop and League One Volleyball, the firm actively sources minority stakes in Series A companies by combining aggressive outbound networking with rigorous unit economics analysis. Managing partners like Jason Fiedler prioritize businesses with strong defensibility and repeat purchase potential, aiming to capture value as legacy incumbents fail to adapt to shifting consumer preferences for healthier and more efficient solutions.
- The Economist23 min
Don of a new age: Trump’s decisive win
Trump, Jason, John Prudhoe, Charlotte Howard, Idris Kalloun, Tamara Gilkes-Boer, Adam O'Neill, Aaron Braun
Donald Trump is projected to secure the presidency and a unified Republican trifecta, becoming the only president since Grover Cleveland to win non-consecutive terms while defeating Kamala Harris across key swing states. The campaign's "base-first" strategy drove significant gains among working-class and cross-racial demographics, allowing Trump to potentially appoint new Supreme Court justices and pursue an unchecked legislative agenda. Conversely, the Democratic Party faces intense internal scrutiny over its nomination process and policy failures as Republicans prepare to leverage their control of Congress and the judiciary for a second term.