Latest Interviews
Showing 841–855 of 1,549 transcripts.
Clear all filters- Goldman Sachs36 min
Ian Bremmer, President of the Eurasia Group and Author of “The Power of Crisis”
Global strategist Ian Bremmer argues that the Russia-Ukraine war and climate change serve as "Goldilocks" crises that compel international cooperation to rebuild 21st-century institutions. He contends that while Russia faces absolute isolation and economic collapse following its strategic failures, China remains a pragmatic competitor rather than an ideological ally, with a full-scale invasion of Taiwan deemed unlikely in the near term. By addressing these four critical threats, Bremmer posits that the world can leverage existential risks to forge new alliances and overcome the dysfunction of the current GZERO order.
- Goldman Sachs22 min
Why We’re In a ‘Golden Age’ of Life Sciences Innovation
With the life sciences sector valued at over $2 trillion and projected to surpass $5 trillion through innovations like mRNA and cell therapy, analysts Allison Nathan and Amit Sinha characterize the current climate as a golden era driven by advanced genetic tools and supportive regulation. Despite a decade-long market correction caused by unsustainable capital surges and increased clinical trial failures, the industry is adapting by shifting toward private capital scaling and downstream investments in companies with experienced management. This structural evolution aims to sustain the development of critical breakthroughs, such as gene therapies for spinal muscular atrophy and immunotherapies for rectal cancer, while navigating complex supply chain and biological challenges.
- Goldman Sachs29 min
Lord Simon Woolley, Co-Founder, Operation Black Vote
Lord Simon Woolley, Ian Drayton
Hosted by Goldman Sachs' Ian Drayton, Lord Simon Woolley discusses his journey from a Windrush-generation upbringing to founding Operation Black Vote, where he pioneered a non-partisan strategy to mobilize 20,000 minority voters and force political parties to address racial justice. The conversation details how this approach secured legislative influence in the 1997 election and created a leadership pipeline that includes Mayors and ministers, while critically examining institutional exclusion in elite education. Woolley concludes by challenging the next generation to embrace their heritage and demand success, framing representation as a necessary foundation for drawing others into positions of power.
- Goldman Sachs42 min
Zak Brown, CEO of McLaren Racing and Lando Norris, McLaren Formula 1 Driver
Zak Brown, Lando Norris, David
Goldman Sachs and McLaren Racing have announced a strategic partnership to accelerate the team's transition to net zero by 2040, targeting 40% diversity, equity, and inclusion representation in the workplace by 2030. Building on this sustainability framework, McLaren is navigating significant 2022 regulatory changes and infrastructure upgrades to support its competitive glide path toward race victories, led by drivers like Lando Norris who are adapting to new ground-effect car dynamics. Simultaneously, the organization is expanding its motorsport portfolio into Formula E and Extreme E while leveraging global popularity gains from the Netflix series *Drive to Survive* to drive cultural impact and technical innovation in both racing and road vehicles.
- Y Combinator32 min
Most Important Lifestyle Habits Of Successful Founders
Dalton Caldwell, Michael Seibel
This comprehensive framework guides founders through essential resilience strategies, combining lifestyle audits, mental health management, and conflict resolution techniques to mitigate the inevitable pressures of startup leadership. By emphasizing preventative infrastructure over magical thinking, the approach details specific protocols for information curation, co-founder dynamics, and reaction strategies that prevent burnout and self-inflicted crises. Ultimately, it reframes failure as a critical learning asset, urging entrepreneurs to separate personal worth from venture outcomes while avoiding predatory risks and unsustainable debt.
- Goldman Sachs21 min
Investing with Oaktree Capital Management’s Howard Marks
Howard Marks, Katie Koch, Alison Nathan
Howard Marks characterizes the mid-2022 market environment as a corrected balance where significant public equity markdowns have created attractively valued opportunities absent from private markets. Rejecting macroeconomic forecasts, Marks outlines Oaktree's crisis strategy of deploying capital when others retreat, a methodology built on historical conditioning and the principle that price matters more than asset quality. His 35-year partnership with Bruce Karsh further reinforces this discipline through complementary governance, ensuring joint conviction remains high during market dislocations.
- Goldman Sachs35 min
Candace Parker, WNBA Champion
Candace Parker, a two-time WNBA champion and Olympic gold medalist, leverages her status as a *Time* 100 Most Influential Person and TNT analyst to advocate for systemic equity in women's sports. She challenges historical barriers regarding motherhood, LGBTQ+ visibility, and racial justice while promoting business strategies that emphasize visibility and leadership to bridge financial gaps in the league. Looking ahead, Parker intends to deepen her impact as an owner and media mogul, using her production company to amplify diverse voices and drive lasting structural change.
- Goldman Sachs32 min
Zalmay Khalilzad, former Ambassador to Afghanistan and Iraq
Former ambassador Zalmay Khalilzad evaluates the concluded $2.3 trillion war in Afghanistan, which failed to democratize the region but successfully deterred Al-Qaeda, while noting that current U.S. engagement with the Taliban remains constrained by domestic politics and unfulfilled human rights commitments. The discussion further analyzes how the withdrawal from Afghanistan miscalculated Putin's aggression in Ukraine, a conflict that ironically strengthened NATO cohesion despite escalating risks of nuclear escalation. Finally, the briefing identifies China as a comprehensive strategic challenger whose technological and territorial ambitions, particularly regarding Taiwan, now constitute the primary contradiction for U.S. foreign policy.
- Goldman Sachs21 min
Investing with The Carlyle Group’s Sandra Horbach
Sandra Horbach, Alison Mass, Alison Nathan
In a May 23, 2022 conversation, Sandra Horbach of the Carlyle Group discusses the private equity industry's evolution from a niche sector to a mainstream asset class while detailing Carlyle's specialized investment strategies focused on market leaders and ESG integration. Horbach outlines the firm's aggressive diversity, equity, and inclusion initiatives, including a compensation-linked mentorship program and a $2 million award pool, aimed at empowering women to secure high-impact leadership roles. Addressing current macroeconomic headwinds, she advises prioritizing companies with resilient business models capable of thriving through volatility while reflecting on her 35-year career trajectory from her early days at Forsman Little to her current advocacy for long-term, quality-driven value creation.
- Y Combinator28 min
Top Ways Startups Waste Money
Harj Taggar, Michael Seibel, Brad Flora
Early-stage founders frequently squander capital on premature hiring, marketing, and professional services before achieving product-market fit, a behavior driven by the "Sebastianism" fallacy of seeking external saviors rather than building internal foundations. The discussion outlines specific inefficiencies in seeking FAANG talent, over-relying on advertising and PR retainers, and granting unnecessary equity to advisors, all of which can be avoided by founders executing core tasks themselves. By prioritizing self-reliance and scrappy alternatives to validate hypotheses, companies can prevent costly mistakes and ensure that significant spending only occurs after proving the business model generates active customer demand.
- Goldman Sachs22 min
Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability
David Solomon, Valentijn van Nieuwenhuijzen, Alison Nathan, Valentine Van Nieuwenhuizen
Goldman Sachs has completed its acquisition of NN Investment Partners to significantly expand its European asset management platform and accelerate its sustainable investing capabilities under CEO David Solomon's four-year strategy. While the transaction strengthens the firm's fee-based revenue streams and operational scale, Solomon warns that clients should brace for increased market volatility and a heightened recession risk in Europe driven by energy supply disruptions and geopolitical tensions. The integration aims to combine NNIP's sustainability expertise with Goldman's global capital resources to deliver active returns that outperform passive benchmarks amidst the current uncertain economic climate.
- Goldman Sachs23 min
Investing with Norges Bank Investment Management’s Nicolai Tangen
Nicolai Tangen, Katie Koch, Alison Nathan
Nikolai Tangen, chief executive of Norges Bank Investment Management, directs the world's largest sovereign wealth fund as it navigates a projected decade of stagflation and geopolitical instability through tactical portfolio adjustments and a rigorous negative selection strategy. Leveraging an interrogative background and a philosophy of active ownership, Tangen emphasizes capitalizing on undervalued opportunities in markets like China while excluding companies with weak balance sheets to preserve the fund's $1.3 trillion in long-term assets. His approach integrates diverse intellectual perspectives and a commitment to transparency, as evidenced by his "Good Company" podcast and a pledge to donate most of his personal wealth to educational initiatives.
- Goldman Sachs43 min
Howard Marks, Co-chairman of Oaktree Capital Management
Bill Marks and Bruce Karsh executed a massive $10 billion distressed debt strategy during the 2008 financial crisis by maintaining an $11 billion reserve to capitalize on market dislocation without relying on predictive forecasting. Marks argues that long-term investment success depends on buying quality assets at "absurdly" low prices while avoiding quantitative risk models, emphasizing that surviving catastrophic losses is more critical than chasing top-tier annual returns. He maintains that superior performance requires human judgment to navigate qualitative uncertainty and a commitment to idiosyncratic positions that diverge from market euphoria.
- Goldman Sachs21 min
Cybersecurity Deals Surge Amid Rising Attacks
David Campbell, Marco Poletti, Alison Nathan
Driven by projected cyber losses soaring to $10 trillion by 2025, the sector attracted over $30 billion in investment last year while facing an attack surface that has diversified from centralized data centers to cloud and IoT endpoints. Organized crime currently dominates the threat landscape, prompting a strategic market shift toward M&A consolidation, simplified security stacks, and defensive spending that is forecasted to exceed $100 billion. Investors, including Goldman Sachs Asset Management, are prioritizing early-stage platforms with proven teams and robust AI capabilities to navigate regulatory tightening and a global shortage of security professionals.
- Goldman Sachs33 min
Investing with KKR’s Joe Bae
Joe Bae, Alison Mass, Alison Nathan
KKR co-CEOs Joe Bay and Scott Nuttall oversee the firm's evolution from a pure capital provider into a global solutions provider managing a multi-asset portfolio while navigating macroeconomic shifts like supply chain resiliency and the energy transition. Under their leadership, KKR has expanded significantly into Asia and life sciences while prioritizing diversity initiatives that have increased female junior hiring to over 50% and established board diversity targets for portfolio companies. Complementing these business strategies, the firm launched the Asian American Foundation to combat anti-Asian hate and is actively investing over $27 billion in sustainability themes to address long-term social and environmental challenges.