Latest Interviews
Showing 46–60 of 67 transcripts.
Clear all filters- Goldman Sachs36 min
How Small Business Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
Joe Wall, Allison Nathan, Ruby Bugarin, Kari Parker, Rosemary Swirk
Goldman Sachs' "10,000 Small Businesses Voices" initiative released September survey data revealing a sharp 29-point decline in small business optimism driven by the Delta variant, inflation, and severe workforce shortages. The report details how specific sectors face record operating costs and supply chain delays, while Black-owned businesses struggle with lower capital confidence and depleted cash reserves compared to the broader market. In response to these challenges, the organization is calling for a permanent low-interest loan program and federal procurement reforms to address the systemic lack of representation and resource disparity.
- Goldman Sachs24 min
The European Recovery: Here to Stay?
Allison Nathan, Jari Stehn, Richard Privorotsky, Yari Shteyn, Rich Pivorotsky
Driven by rapid vaccination rates and a significant fiscal stimulus package, the Euro Area and UK are projected to see GDP growth rates of 5.4% and 8.1% respectively in 2021, outpacing global consensus. While the ECB maintains an accommodative monetary stance with no rate hikes anticipated until 2025, European equity markets have rallied with cyclical sectors leading a shift in investor flows away from defensive positions. Despite persistent political risks in Italy, France, and Germany, the outlook remains positive as temporary inflationary pressures are expected to subside by late 2021, allowing structural reforms to drive medium-term expansion.
- Goldman Sachs37 min
What the American Rescue Plan Means for the Economy, Markets, Corporations & Investors
Alec Phillips, Amelia Garnett, Susie Scher, Ashish Shah, Jake Seward
Following the enactment of the $1.84 trillion American Rescue Plan, economists revised U.S. GDP growth forecasts to 8% for 2021 and anticipate further infrastructure legislation funded by corporate tax hikes. Market participants are executing a sector rotation toward value assets while corporate finance activity surges, driven by a $9 trillion pandemic stimulus total that has revitalized M&A and equity issuance. Although inflation expectations and rising yields present headwinds, experts project improved municipal credit quality and consumer balance sheets as stimulus funds flow into the economy through 2022.
- Jane Street45 min
Clock Synchronization with Chris Perl
Responding to MIFID 2 regulations, Jane Street engineered a hybrid time synchronization system that combines GPS-driven Precision Time Protocol with Linux-based NTP Interleaved Mode to achieve sub-100-microsecond accuracy across its infrastructure. By leveraging hardware timestamping at the network interface and cross-verifying local and distant time sources, the architecture mitigates standard PTP vulnerabilities while maintaining a simple, inspectable network topology. This design successfully reduces worst-case synchronization errors to approximately 35 microseconds, effectively balancing regulatory compliance with robust fault tolerance.
- Goldman Sachs28 min
"The Battle for Our Screens," Part 3: Social Media in the Social Distancing Age
Heather Bellini, Piyush Mubayi, Jane Dunlevie, Jake Siewert, Heath Terry, Jane Dunleavy
This event analyzed how the 2020 pandemic accelerated social media engagement, drove Zoom's user base to expand sixfold, and normalized short-form video usage in Asian markets while sparking VR/AR adoption. Speakers identified scaling infrastructure and content moderation as critical operational hurdles, noting that platforms like TikTok succeeded through superior UX and algorithmic efficiency. The discussion further projected a robust M&A landscape where acquirers prioritize video capabilities and social commerce, despite a divergence between declining revenue expectations and rising stock valuations.
- Milken Institute45 min
Asia Impact: A New Blueprint for Healthcare Systems
Peggy Sito, Dr. Donald Li Kwok-Tung, Roberta Lipson, Grace Park, Jeff Chen
Hosted by the Milken Institute and South China Post, this webinar gathered global health leaders to analyze how the pandemic exposed critical gaps in primary care and accelerated digital health adoption across Asia. Experts highlighted that while China and Singapore successfully leveraged rapid testing and ten-fold telemedicine surges, the region must now integrate public health functions with family doctors to manage chronic diseases in an aging population. The session concluded with urgent calls for international digital health standards and InsurTech innovations to ensure equitable vaccine distribution and shift from reactive treatment to preventive, membership-based care models.
- Goldman Sachs23 min
Explore GS: Interns Catch Up with Our Chairman and CEO David Solomon
David Solomon, Fausto, Ila, Luke, Nicholas, Chico, Regina, Derek, Hannah, Felix, Max, Nandi, Zoe
Goldman Sachs CEO David Solomon guided approximately 1,200 summer interns through a virtual program that maintained operational momentum while prorating salaries to support staff during the pandemic. Solomon emphasized the firm's resilience by highlighting record-breaking launches like the Marcus-Apple credit card and outlined strategic priorities centered on employee health, client resources, and community support. Interns across global regions reported strong mentorship and active engagement in live business projects, reinforcing the firm's culture of connection despite remote barriers.
- Milken Institute30 min
HealthTech Innovations: Building Tech-Infused Healthcare Systems for a Post COVID-19 World
Jeremy Lim, Jeff Chen, Jonathan Larsen, Yingrui Li, Laura D'Olesi
At the Milken Institute's 11th "The World Post-COVID-19" webinar, experts including representatives from Fullerton Health, Ping'an/Good Doctor, and iCarbonX discussed how the pandemic accelerated the integration of digital health technologies into global healthcare systems. The panel highlighted significant market shifts, such as the reimbursement of telemedicine by Chinese authorities and a permanent behavioral change in patient adoption driven by reduced wait times and advanced AI diagnostics. Ultimately, the discussion underscored the necessity for long-term, collaborative infrastructure strategies to transition from reactive treatment to proactive, technology-enabled health management.
- Milken Institute31 min
The Future of Currency and the Global Financial System - Conference Call Series
John Lee, Dr. Jianguang Shen, Dr. Michael Hasenstab, Dr. William Lee, Laura DeLacy
Milken Institute and global experts convened to analyze the pandemic's dual transformation of health innovation and macroeconomic policy, where central banks have shifted from resolving liquidity crises to addressing a solvency crisis driven by historic deficits and surging savings. The discussion highlighted divergent strategies in digital currency, with China mandating a state-controlled CBDC to dismantle private payment monopolies, while the United States and other nations grapple with private sector experiments like Libra against a backdrop of eroding central bank credibility. Ultimately, participants warned that the "double unknown" of implementing new monetary technologies during aggressive fiscal expansion poses significant leverage risks, particularly for emerging markets with fragile banking systems.
- Milken Institute43 min
Philanthropic Responses to COVID-19 in Asia-Pacific - Conference Call Series
Richard Ditizio, Laurence Lien, Binod Chaudhary, Andrew Forrest, Cherie Nursalim, Rich D'Attizio
The Milken Institute convened a global panel of philanthropic leaders and experts to analyze the $8 billion surge in pandemic funding and the accelerating pace of medical research, which now includes 335 tracked treatments and vaccines. Participants examined divergent national strategies from the US to Asia, highlighting specific interventions such as Australia's massive infrastructure investment and Indonesia's triple-pillar approach to economic resilience. The discussion concluded with a unified call to transition from immediate relief to long-term institutional rebuilding through blended finance and collaborative dashboards designed to protect essential supply chains and prevent mass poverty.
- Milken Institute31 min
North Korea: The Knowns and Unknowns Inside the Hermit Kingdom - Conference Call Series
Laura Deal Lacey, James Crabtree, Anna Fifield, Prof. Robert Kelly, Yasuhide Nakayama, Dr. John Park, Bob Kelly
A specialized panel assessed the fragility of North Korean stability following Kim Jong-un's unexplained absence, citing his deteriorating health and lack of an established successor as critical succession risks. Experts highlighted that while the regime has sealed its borders to prevent a catastrophic health crisis, its economy relies on eroding smuggling networks and a corrupt elite class that prioritizes Kim's survival amidst rising international sanctions. Geopolitically, the analysis suggests Kim is shifting toward unconventional behavior and developing new strategic weapons to maintain leverage, potentially positioning himself to capitalize on a favorable U.S. political environment while China seeks regional stability.
- Milken Institute35 min
How COVID-19 Tests Will Help Reopen America - Conference Call Series
Esther Krofah, Gina Raimondo, Adam Schechter
Rhode Island Governor Gina Raimondo outlined a strategic "SOS" testing framework and a phased economic reopening plan designed to expand daily testing capacity from 3,000 to 20,000 while prioritizing equity for vulnerable populations. LabCorp CEO Adam Schechter detailed the company's rapid scaling of PCR and antibody testing capabilities to 150,000 and 300,000 daily tests respectively, emphasizing high accuracy rates while noting that antibody presence does not yet guarantee immunity. Together, the state officials and industry leaders highlighted the critical role of contact tracing and continued safety protocols in preventing a combined flu and coronavirus surge in the fall.
- Milken Institute33 min
The World Post COVID-19: Silver Linings for Business - Conference Call Series
Laura Deal Lacey, Oriel Morrison, Raj Ganguly, Magnus Grimeland, Chatri Sityodtong, Laura DeLacy
The Milken Institute convened a global webinar series featuring leaders from B Capital, Antler, and ONE Championship to analyze the unprecedented economic and societal shifts driven by the COVID-19 pandemic. These experts detailed how the crisis has halted traditional sectors while accelerating growth in digital health and education technology, prompting entrepreneurs to adopt a "warrior mentality" to secure supply chains and generate employment. The discussion further emphasized that while immediate survival strategies focus on short-term profitability, the long-term outlook predicts permanent structural changes in global governance and supply chain management.
- Milken Institute44 min
The Impact of COVID-19 on Real Estate Investment - Conference Call Series
Peggy Sito, Hugh Andrew, Stuart Crow, Kenneth Gaw, Abhinav Ram Reddy, Laura DeLacy, Kenny Goh, Abhinav Reddy
This analysis details the severe contraction in Asia-Pacific real estate activity during early 2020, where transaction volumes fell 30% and specific sectors like hospitality and construction faced operational collapses due to pandemic restrictions. Despite current distress, investor sentiment remains cautiously optimistic with significant capital reserves poised to deploy once clarity emerges, while institutional players shift focus toward defensive assets like logistics, data centers, and medical facilities. Forecasts suggest a recovery timeline two to three times the duration of the lockdown, with markets possessing strong domestic fundamentals expected to rebound faster than those reliant on tourism and external trade.
- The Economist34 min
Brexit: Live Q&A with The Economist
After securing EU approval for his withdrawal deal, Prime Minister Boris Johnson faces a parliamentary amendment backed by the DUP that delays the final vote pending new legislation, effectively blocking a no-deal exit. With Speaker John Bercow ruling against a repeat vote and analysts deeming the October 31 deadline improbable, the government is compelled to request an extension while navigating intense regional tensions over the new Irish Sea border arrangements. Although the political landscape points toward an early general election rather than a second referendum to break the deadlock, long-term economic forecasts warn of reduced investment and global trade friction regardless of the outcome.