Latest Interviews
Showing 1081–1095 of 1,932 interview transcripts.
Clear all filters- Goldman Sachs21 min
Scott Kapnick, Founder & CEO of HPS Investment Partners, LLC
Goldman Sachs veteran Scott Kaepernick discusses the convergence of geopolitical realignment and private credit expansion, identifying Europe's energy transition as a primary driver for capital deployment into supply chain resiliency. At HPS, the firm leverages this environment to execute billion-dollar transactions in the non-sponsor market, positioning itself to fill the vacuum left by post-2008 banking regulations while maintaining strict downside protection against recessionary risks. Beyond market strategy, Kaepernick outlines HPS's institutional culture, which prioritizes the Stockdale Paradox in leadership, substantial diversity initiatives like the Howard University partnership, and long-term mentorship to guide the next generation of financial leaders.
dLocal CEO Sebastian Kanovich: The $8BN Company You Might Not Know | 20VC #926
Sebastian Kanovich, Seba Kanovich
Seba Sacerdotte guides D-Local, a Latin American payment processor with a lean workforce of 650 across 35 countries, toward a long-term transformation into a comprehensive financial services provider for emerging markets. Having navigated a transition from a bootstrapped entity to a publicly traded company with General Atlantic's backing, the firm prioritizes rapid execution and customer-led product development while avoiding reliance on established corporate affiliations. Sacerdotte's leadership philosophy centers on aggressive market entry in high-friction regions and a culture of extreme frugality that evolved into a 100-year strategic mindset following the company's 2021 IPO.
- Y Combinator22 min
Advantages Of A First-Time Founder
Harj Taggar, Michael Seibel, Brad Flora
First-time founders often outperform repeat founders by leveraging their lack of established networks to take higher risks, rely on direct customer validation, and endure a more rigorous investor feedback loop. While repeat entrepreneurs benefit from financial independence and domain expertise in capital-intensive sectors, they frequently face analysis paralysis, market selection bias, and the trap of optimizing for peer approval rather than product-market fit. Ultimately, successful execution depends on embracing constraints as a creative force rather than relying on reputation or capital to mask a lack of genuine user traction.
- Goldman Sachs33 min
Fernando Garcia, Co-Creative Director of Oscar de la Renta & Founder/Creative Director of Monse
Former Oscar de la Renta principal designer Fernando Garcia and partner Laura Fernández founded the gender-neutral label Monse in 2016, leveraging a deconstructed aesthetic and social media strategy to fill a market void before García returned to Oscar de la Renta as co-creative director while retaining ownership of his separate brand. Since the 2014 announcement of his departure, the duo has cultivated a global clientele through a hybrid business model that balances 50% commercial safety with experimental risk, notably driving high-profile celebrity moments like Billie Eilish's viral Met Gala appearance. Their current approach prioritizes cultural adaptability and organic creative evolution, using a melting pot of diverse influences to disrupt traditional luxury norms and guide the brand's shift toward braver, individualistic dressing in the post-pandemic era.
- Goldman Sachs28 min
How Inflation, Rates and Recession Are Reshaping the Real Estate Market
Jeff Fine, Nora Creedon, Allison Nathan
Goldman Sachs identifies a structural shift in real estate where post-pandemic inflation and tighter credit markets have dismantled the asset class's historical role as a universal hedge, necessitating a move toward selective investment in sectors like residential and logistics. While public market REITs face significant dislocations from rising rates and recession fears, the firm highlights opportunities in private distressed assets and evergreen capital structures that leverage specific regional inefficiencies. The outlook for the coming decade demands a departure from broad market exposure, favoring assets with strong pricing power and limited supply constraints over traditional growth cycles.
- Goldman Sachs43 min
Cliff Asness, Founder, Managing Principal, and Chief Investment Officer of AQR Capital Management
Cliff Asness, Sharmeen Mosavar Ramani
AQR Capital Management applies an "applied academia" framework to quantify investment returns, leveraging factors like value and momentum to explain historical outperformance and structuring portfolios to align with client risk tolerance rather than traditional hedge fund fee models. Managing significant volatility through co-designed products, the firm recently capitalized on a resurgence in value trends while warning that these premium returns may normalize over the next two to three years. Founder Cliff Asness anticipates a long-term consolidation in active management but maintains that human error is essential for market efficiency, advising professionals to prioritize intrinsic interest over cyclical industry trends.
- 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 Sachs33 min
How Companies are Navigating the Energy Transition
Giulia Chierchia, Michele Della Vigna, Alison Nathan
Amidst a historic energy investment shortfall and geopolitical disruption from Russia's invasion of Ukraine, major integrated oil companies like BP are pivoting to balance decarbonization targets with energy security. BP aims to reduce its hydrocarbon portfolio by 40% by 2030 while investing billions in green hydrogen and renewable assets to reach net-zero emissions, viewing natural gas as a critical transition fuel. Simultaneously, the broader industry leverages these strategic shifts and aggressive capital allocation to attract valuation re-ratings as renewable technologies become more economically viable despite near-term supply chain inflation.
- 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.