Latest Interviews
Showing 1–10 of 10 interview transcripts.
Clear all filters- 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.
- Goldman Sachs29 min
Robert Rubin: The biggest risks to the US economy are political, not financial
Robert Rubin, David, Bob Rubin
Former Treasury Secretary Bob Rubin outlines a philosophy where all decision-making must rely on probabilistic assessments rather than certainties, a principle that guides his assessment of current systemic stability and global risks. He identifies political dysfunction in the United States as the primary threat to the economy, while arguing that governments, not corporations, must lead the transition on climate change and international cooperation with China. Drawing from his decades at Goldman Sachs, Rubin emphasizes that sustainable success requires intense focus balanced with institutional support for employees to navigate an uncertain future where guarantees are nonexistent.
- 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.
- Goldman Sachs22 min
Michael Dell, Chairman and CEO of Dell Technologies
Michael Dell outlines how the 2020 crisis accelerated digital transformation and prompted the launch of the "Progress Made Real 2030" ESG strategy, which prioritizes social impact alongside financial performance. The company addressed these shifts through a revised remote work culture that boosted employee engagement, a $100 million philanthropic commitment to digital equity, and a strategic exploration to spin off VMware to create a leading multi-cloud infrastructure entity. Looking ahead, Dell warns that the convergence of 5G, AI, and IoT will generate a data tsunami, necessitating intrinsic security measures and proactive interventions to prevent technology from exacerbating social inequalities.
- Goldman Sachs27 min
Bernard Looney, Chief Executive Officer of BP
BP CEO Bernard Looney led the company through a historic demand collapse and supply disruption by prioritizing workforce safety, community support, and financial liquidity while navigating the "Black April" crisis. Concurrently, Looney accelerated BP's strategic shift toward clean energy with a net-zero commitment by 2050, driven by shifting societal values and investor sentiment regarding ecological fragility. The leadership approach also emphasized a cultural transformation focused on employee mental health, authentic communication, and ethical decision-making to rebuild societal trust.
- Goldman Sachs24 min
Lord John Browne, Author of "Make, Think, Imagine: Engineering the Future of Civilization"
Lord John Browne, John Browne, David
Former BP CEO John Browning traces his career from Cambridge physics student to engineer, highlighting how his early fieldwork shaped a strategic shift toward climate accountability and measurable environmental goals despite industry isolation. He argues that oil and gas firms must address Scope 3 emissions while leveraging carbon capture and nuclear fission as near-term solutions, all underpinned by the belief that civilization relies on an engineering platform rather than humanities. Browning further contends that automation will evolve to prioritize human empathy, warns against reactive regulation regarding emerging technologies, and asserts that economies dependent on obsolete industries face extinction rather than redemption.
- Goldman Sachs28 min
J.J. Redick – NBA Player and Podcast Host
Former Duke standout and NBA veteran J.J. Reddick leverages a high-performance upbringing and a transformative sophomore crisis to redefine his professional work ethic through a disciplined, "OCD" training regimen that includes specific daily shot quotas. Currently serving as the primary leader for the New Orleans Pelicans to shield rookie Zion Williamson, he balances on-court mentorship with his podcast *The Vertical*, where he explores diverse fields driven by intellectual curiosity. Looking toward the future, Reddick plans a one-year hiatus to prioritize family while maintaining an open-minded approach to life after basketball, guided by the principle that success extends beyond individual achievement.
- Goldman Sachs32 min
Jim Hackett: President and CEO of Ford Motor Company
Ford CEO Jim Hackett outlines the company's strategic pivot toward a "propulsion portfolio" of electric and hybrid vehicles, leveraging a global alliance with Volkswagen to fund over $100 billion in capital commitments for autonomous technology. Hackett emphasizes an "S-curve shift" in the industry, arguing that survival requires abandoning internal combustion virtues while maintaining consumer vehicle ownership through software-defined ecosystems. Rooted in his leadership philosophy of integrity and clear point of view, Hackett predicts that Ford will achieve carbon neutrality within 12 years by blending technologies rather than mandating an immediate, total transition to electrification.
- Goldman Sachs27 min
Marc Benioff: Business is the Greatest Platform for Change
Salesforce CEO Marc Benioff leverages the company's Einstein AI platform to drive operational efficiency while advocating for heightened corporate responsibility regarding San Francisco's housing and homelessness crises. To address systemic inequality, Benioff has closed significant internal pay gaps and champions a dual-CEO leadership structure that prioritizes values like trust and diversity over traditional financial metrics. This approach challenges industry norms by expecting business leaders to actively support social legislation and educate peers on managing societal impact alongside profitability.
- Goldman Sachs33 min
General Stanley McChrystal (US Army, Ret.) - "Leaders: Myth and Reality"
Stanley McChrystal, George Washington, Walt Disney, General Stanley McChrystal, David
General Stanley McChrystal challenges the mythological view of infallible leaders in his book *Leaders: Myth and Reality*, profiling historical figures like Robert E. Lee, Walt Disney, and Coco Chanel to demonstrate that human flaws are intrinsic to effective governance. McChrystal further argues that significant societal reforms often rely on resilient systems rather than singular heroic agency, as evidenced by his analysis of Martin Luther King Jr.'s organizational legacy. Looking toward the future, he advocates for a shift from military victory to geopolitical management in Afghanistan, demands a layered defense against AI-driven disinformation, and proposes a paid national service program to revitalize active American citizenship.