Latest Interviews
Showing 661–675 of 1,932 interview transcripts.
Clear all filtersHow Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright
Dan Wright, Molly O'Shea, Jon Runyan, Pradeep Nair
Founded in 2022 by ex-AppDynamics CEO Dan and other industry veterans, Armada has secured $100 million to deploy its Commander platform, which unifies satellite connectivity, ruggedized mobile data centers known as Galleons, and AI operations for remote environments. The company targets the 70% of the globe beyond standard cellular networks, partnering with Starlink and Microsoft to deliver real-time industrial monitoring and safety solutions across nearly 50 countries. With a leadership team drawn from Microsoft Azure, SpaceX, and Okta, Armada aims to create a global distributed cloud that enables mission-critical AI applications in hostile locations ranging from Antarctica to offshore oil rigs.
- Goldman Sachs28 min
Investing in Sports: A New Media Model
Nicole Pullen Ross, Dave Dase, Gene Sykes
Driven by lucrative 20-year media rights deals and the migration of distribution from legacy broadcasters to tech platforms, the sports industry is navigating a valuation surge that currently places the NBA at $76 billion. As cord-cutting erodes traditional cable bundles and regional networks collapse, leagues and legacy broadcasters are restructuring through direct-to-consumer streaming services and modified game rules to maximize subscriber engagement. This fundamental shift, supported by the expansion of sports betting and the growing global influence of athlete personal brands, is projected to continue driving team valuations upward over the next decade.
- Goldman Sachs30 min
2025 outlook: Will tailwinds trump tariffs?
Jan Hatzius, Dominic Wilson, Yann, Dom, Tom, David, Alec, Dami, Yuan
Forecasts project U.S. real GDP growth at 2.5% for 2025, driven by real wage gains and moderate financial conditions, while maintaining a 15% recession probability. The outlook hinges on tariff scenarios, where base case assumptions assume limited trade barriers, though a full across-the-board tariff risk could reduce growth by one percentage point and raise inflation toward 3%. Consequently, investors are advised to hedge equity concentration risks with non-U.S. bonds and options while anticipating Federal Reserve rate cuts that target a federal funds range of 3.25% to 3.5% by late 2025.
- 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.