Latest Interviews
Showing 1–7 of 7 transcripts.
Clear all filters- Goldman Sachs24 min
Navigating the volatility in global bond markets
Jonathan Fine, George Cole, Alison Nathan, Jonny Fine
Following a global surge in bond yields driven by stronger-than-expected US growth and revised Federal Reserve policy expectations, investors are now pricing in heightened inflation risks and significant fiscal issuance from the incoming administration. Despite this volatility, corporate credit markets remain robust as earnings outpace borrowing costs, while central banks focus on preventing wage-driven second-round inflationary effects. Goldman Sachs' Jonny Fine projects a favorable bond outlook for 2025 based on underlying inflation moderation and the belief that current neutral rate concerns are overstated.
- Goldman Sachs29 min
Canva CEO Melanie Perkins on growing an idea into a multibillion-dollar design company
Canva, led by co-founders Melanie Perkins and Cliff Obrecht, has scaled to serve 165 million users and 90% of Fortune 500 companies by leveraging a bottom-up adoption strategy and its proprietary Magic Studio for AI-driven design automation. The company recently pivoted toward "wall-to-wall" enterprise deployment while maintaining profitability, a trajectory supported by its strategic acquisition of visual AI firm Collido and a dedicated trust and safety framework. Guided by a dual mission of commercial growth and social impact, Canva plans to expand its ecosystem to one billion monthly active users by donating equity and profits to eradicate extreme poverty.
- 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 Sachs33 min
Dr. Khalil Gibran Muhammad, Professor of History, Race and Public Policy at Harvard Kennedy School
Dr. Khalil Gibran Muhammad, Dan Hibbert
Harvard historian Khalil Gibran Muhammad joined Goldman Sachs to dissect the historical roots of systemic racism, tracing modern policing to slave patrols and explaining how racial capitalism sustains a ten-to-one wealth gap between Black and white families. Muhammad distinguished current protests from the Civil Rights era by their unprecedented white participation and argued that lasting change requires the private sector to move beyond reputational philanthropy toward dismantling the political power structures that protect inequality. He concluded that bridging this divide demands a national confrontation with American history, urging universal bias education and the transfer of power from police institutions to local communities to address the true causes of social stratification.
- Goldman Sachs21 min
International Strategy - Goldman Sachs 2020 Investor Day
Goldman Sachs International CEO Richard Nutter detailed a five-decade strategy that expanded the firm's international footprint to over 40% of total revenue, supported by a diverse leadership team of 80 nationalities and the cross-border "One Goldman Sachs" model. The firm achieved market leadership in China and global M&A while driving growth in underpenetrated regions like South Africa and Europe through specific launches in fixed income, digital banking, and alternative investments. Looking ahead, Goldman plans to secure full ownership of its China joint venture, expand its international private wealth advisory force by 50%, and target $100 billion in new fundraising to capitalize on projected revenue pools.
- Goldman Sachs39 min
Dr. Denis Mukwege, Nobel Laureate and Founder of Panzi Hospital
Denis Mukwege, Dr. Dennis Mukwege
Nobel Peace Prize laureate Dr. Denis Mukwege operates Panzi Hospital in the Democratic Republic of Congo, where a comprehensive four-pillar model has treated over 50,000 sexual violence victims through integrated surgical, psychological, economic, and legal interventions. Facing systematic warfare tactics designed to dismantle community structures and the complicity of local authorities in mineral-fueling militia crimes, Mukwege has pivoted from exclusive clinical care to prominent global advocacy following a 2012 assassination attempt. By empowering survivors to transition from victims to activists through economic reintegration and the pursuit of non-retributive justice, the hospital challenges impunity while Dr. Mukwege continues to demand international action against the silence perpetuating these atrocities.
- Goldman Sachs29 min
A Conversation with Lloyd Blankfein
Lloyd Blankfein, Dr. Gail Mellow, John F.W. Rogers, Rep. Kevin McCarthy, Tyler Perry, Danny Meyer, Sarah Kauss, The Honorable Wilbur L. Ross, Sara Blakely, Michael Bloomberg, Gov. Gina Raimondo, Gov. Rick Snyder, Senator Marco Rubio, Sir Richard Branson, Warren Buffett
Goldman Sachs CEO Lloyd Blankfein discussed the "10,000 Small Businesses" initiative, a partnership with LaGuardia Community College that has assisted 6,700 entrepreneurs by combining community accessibility with institutional resources. Drawing on his own journey from public housing to the firm's top leadership, Blankfein outlined key strategies for business resilience, emphasizing the need for talent acquisition, capital access, and active political engagement to overcome regulatory hurdles. He concluded by advising business owners to separate personal crises from professional duties while noting that current economic conditions require a careful balancing act by the Federal Reserve to avoid aggressive rate hikes.