Latest Interviews
Showing 1–14 of 14 interview transcripts.
Clear all filters- Goldman Sachs31 min
Lloyd Blankfein on His Memoir, Risk Management and Leadership
Lloyd Blankfein, David Solomon
Former Goldman Sachs Chairman and CEO Lloyd Blankfein details his tenure from 2006 to 2018, contrasting the firm's unique partnership culture with post-IPO public market pressures while outlining specific strategies that enabled survival during the 2007–2008 financial crisis. He attributes this resilience to rigorous mark-to-market accounting and a proactive risk-management focus on tail events, rather than predictive foresight, alongside a leadership philosophy centered on "managing down" to foster collective ownership. Blankfein's memoir, "Streetwise," further examines his journey from Brooklyn public housing to Wall Street, the firm's expansion into philanthropy through 10,000 Women, and the deliberate preservation of Goldman Sachs' distinctive internal culture amidst structural evolution.
- a16z36 min
Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Ben Horowitz, David Solomon, David Haber
Goldman Sachs is expanding its balance sheet to between $2.5 and $3.5 trillion by shifting to a stable deposit model, while simultaneously deploying $6 billion in technology to automate operations and drive efficiency. Concurrently, Andreessen Horowitz has solidified its position as the largest U.S. venture firm by capturing 18.3% of capital in 2025, leveraging AI to scale investments from 15 to 150 major successes annually. These strategies converge within a stimulative macroeconomic environment characterized by fiscal support and deregulation, which is expected to trigger record M&A activity and accelerate the public listings of AI-driven companies despite lingering geopolitical risks.
- Goldman Sachs22 min
Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
Goldman Sachs analysts project the 2026 global economy will benefit from stimulative fiscal and monetary policies that favor the U.S. structural growth advantage over Europe and China, despite lingering geopolitical risks. The firm anticipates a historic surge in M&A and IPO activity driven by a permissive regulatory environment and shifting CEO sentiment toward dealmaking. Internally, the organization is leveraging its "OneGS 3.0" AI strategy to restructure legacy processes, aiming to boost efficiency and productivity without reducing headcount while focusing future growth on asset and wealth management.
- Goldman Sachs24 min
Coinbase CEO Brian Armstrong: Propelling the Crypto Economy
Brian Armstrong, David Solomon
Brian Armstrong co-founded Coinbase in 2012 to bridge cryptocurrency and traditional finance, growing the platform into a publicly traded entity serving over 150 governments and 80% of Bitcoin ETFs. The company is currently transitioning its infrastructure toward an on-chain ecosystem through its Base Layer 2 solution and open-source AgentKit tools, which facilitate AI-driven payments and tokenized assets. Armstrong has further solidified the industry's political viability by mobilizing two million users to support pro-crypto candidates, positioning regulatory clarity as a prerequisite for the next decade of global financial innovation.
- Goldman Sachs23 min
AI and the Enterprise Revolution: Databricks CEO Ali Ghodsi
Founded by Ali Ghodsi in 2013 to bridge the gap between AI potential and enterprise reality, Databricks recently secured over $100 billion in Series K funding to expand its multi-cloud strategy and deploy "Agent Bricks" and "Lakehouse" technologies across 500 beta customers. To navigate what Ghodsi identifies as an inflated "AI bubble," the company prioritized strategic acquisitions like Mosaic AI, Tabular, and Neon while rejecting vaporware in favor of revenue-generating use cases such as chatbots and coding assistants. This approach aims to solve critical talent and infrastructure deficiencies, positioning the platform to drive genuine productivity gains over the next decade rather than chasing abstract benchmarks.
- Goldman Sachs30 min
Sixth Street CEO Alan Waxman on Sports Investing and Identifying Opportunities
Founded by former Goldman Sachs leaders to eliminate internal silos, Sixth Street operates as a $115 billion multi-strategy private capital firm utilizing its unique "TAO" vehicle to deploy bespoke solutions across 16 sector teams. The firm distinguishes itself by securing early-entry stakes in high-growth sectors like sports through rapid execution, while rigorously filtering personnel based on a culture of total collaboration rather than individual ego. This organizational model, which prioritizes long-term relationship building and agile risk assessment, allows the firm to navigate complex markets ranging from affordable housing to artificial intelligence without relying on traditional deployment factories.
- Goldman Sachs38 min
Inside the Olympics: Resilience and the Road to LA 2028
David Solomon, Chuck Aoki, Meghan Duggan, Gene Sykes, Nick
The U.S. Olympic & Paralympic Committee highlighted the contrasting yet complementary journeys of Paralympian Chuck Aoki and Olympian Megan Dugan to illustrate the movement's reliance on mental fortitude, community, and a legacy of inspiration. Detailed accounts of their competitive strategies, including the 2018 women's hockey team's visualization tactics and Aoki's resilience against disability, underscore the non-commercial, social enterprise nature of the Olympic and Paralympic movements. Looking toward the future, USOPC Chair Gene Sykes and new CEO Reynolds Hoover are leveraging military-grade planning to orchestrate the record-breaking Los Angeles 2028 Games, aiming to unify diverse global populations while minimizing strain on local infrastructure.
- Goldman Sachs21 min
Chairman and CEO David Solomon Joins CNBC to Discuss M&A Outlook, Opportunities for Europe, and AI
David Solomon, Sarah, Carl, Megan Casella
Goldman Sachs CEO David Solomon reported a 22% year-over-year profit surge driven by record equity trading volumes and a 30% rise in M&A activity, projecting a robust market environment through 2026 amid accelerating AI-driven investment. While anticipating constructive regulatory reforms and slightly higher economic growth, Solomon warned of long-term fiscal risks and emphasized the critical importance of maintaining Federal Reserve independence following recent political speculation regarding Jerome Powell. Additionally, the firm advocates for policy changes to support New York City's housing supply and business climate, signaling an active role in shaping future economic and regulatory landscapes.
- Goldman Sachs28 min
Nelly Korda: The drive behind a world no. 1 golfer
Ranking world number one with 19 professional wins and Olympic gold, Nelly Korda draws upon a tennis-obsessed Czech American family legacy to fuel her 10-year LPGA career marked by a rigorous daily routine and a "process" philosophy. She leverages partnerships with Nike and TaylorMade while mentoring younger athletes, viewing the sport as a marathon that requires avoiding data over-reliance to prevent a robotic mindset. Looking ahead, Korda plans to team with her sister at the Dow Championship while championing co-ed events and male advocacy to further the growth of women's golf.
- Goldman Sachs22 min
FedEx founder & chairman Fred Smith on transforming global logistics
FedEx founder Fred Smith established a revolutionary hub-and-spoke logistics network grounded in military matrix management and the "People, Service, Profit" philosophy to scale operations globally while retaining key talent. Under his leadership, the integration of real-time tracking with a massive air and ground fleet enabled the company to handle approximately six percent of U.S. GDP and provide unique economic data insights into consumer trends. Today, Smith emphasizes that maintaining defensible competencies in artificial intelligence and digital transformation is critical for navigating the rapid market shifts that threaten legacy business models.
- Goldman Sachs20 min
Goldman Sachs Chairman and CEO David Solomon on the business environment, AI, and private credit
On January 27, 2025, Goldman Sachs CEO David Solomon and host Allison Nathan discussed a macroeconomic outlook defined by regulatory optimism alongside persistent uncertainties in immigration, trade, and energy policy. Solomon projected a robust 2025 recovery for capital markets and M&A activity while highlighting artificial intelligence as a critical productivity driver, even as he flagged geopolitical instability and complex inflation dynamics as key risks. The firm further emphasized its strategy to deploy excess capital buffers through private credit expansion and asset management growth, contingent on the appointment of key financial regulators and the resolution of stress testing ambiguities.
- Goldman Sachs32 min
Norges Bank’s Nicolai Tangen on running the world’s largest sovereign wealth fund
Norges Bank Investment Management oversees the world's largest sovereign wealth fund, which has generated a 60% return over its CEO's five-year tenure while holding stakes in 9,000 global companies. Under CEO Nikolai Tangen, the organization distinguishes itself through aggressive active stewardship, transparency, and a shift toward real-time behavioral analytics that guide its 70% equity allocation. Tangen's strategy addresses current market risks from tech concentration and regulatory fragmentation by prioritizing renewable infrastructure and long-term decision-making to maintain the fund's role as a critical pillar of Norway's economy.
- Goldman Sachs41 min
Dr. Ruth Simmons on Diversity, Affordability, and the Challenges Facing America's College Campuses
Dr. Ruth Simmons, David Solomon
Former university presidents Dr. Ruth Simmons, a Chevalier of the French Legion of Honor and former Goldman Sachs board member, utilized the "One Million Black Women" initiative to graduate over 140 scholars while announcing plans to double the program's cohort size. Drawing on her leadership of Prairie View A&M and her personal history overcoming segregation, she critically analyzed the drivers of higher education costs and advocated for reconfiguring diversity strategies to embrace universal inclusion in a post-affirmative action landscape. The event concluded with Simmons emphasizing the necessity of tolerating conflicting viewpoints on campus to foster genuine intellectual growth and addressing a generational demand for organizational integrity among students and employees.
- Goldman Sachs25 min
How Vuori’s Joe Kudla went from accountant to fashion industry success
Viore founder and CEO Joe Kudla transformed a failed apparel background into building a $4 billion men's performance brand that secured a landmark SoftBank investment by pivoting from wholesale to a direct-to-consumer model. The company successfully expanded its revenue composition to include a women's line and entered international markets in China and Korea while maintaining profitability and avoiding unnecessary dilution through secondary offerings. Guided by a culture of strategic alignment, Kudla's leadership team navigated early industry skepticism to establish Viore as a premium lifestyle brand focused on versatile activewear rather than niche yoga apparel.