Latest Interviews
Showing 1–5 of 5 transcripts.
Clear all filters- Goldman Sachs33 min
The Case for Investing in Black Women
Gizelle George-Joseph, David Solomon, Margaret Anadu, Melissa Bradley, Jake Seward
Goldman Sachs launched the "One Million Black Women" initiative, a three-part program led by CEO David Solomon and Global Head of Sustainability Margaret Anadu to address the $300 billion annual GDP loss stemming from the 90% wealth gap between Black and white women. Centered on research by Giselle George-Joseph and guidance from an advisory council including Melissa Bradley, the investment strategy targets structural barriers in education, capital access, and healthcare to boost Black entrepreneurship and community resilience. By leveraging the firm's Urban Investment Group experience, the initiative uniquely integrates support for Black women as mothers, professionals, and homeowners to drive post-pandemic economic recovery.
- Goldman Sachs26 min
How Healthcare CIOs Are Investing Capital Through a Public Health Crisis
Paget MacColl, Stefan Strein, Jake Seward
Recorded on February 16, 2021, Goldman Sachs Asset Management's Paget McCall and Cleveland Clinic CIO Stefan Strein discussed how non-profit health systems navigated 2020 pandemic volatility through strategic liquidity management and accelerated AI adoption. The dialogue highlighted the clinic's $100 billion investment portfolio, which supported global expansion and $1.16 billion in community benefit spending while shifting toward lower-return expectations and enhanced ESG integration. Participants emphasized the critical role of cognitive diversity and specialized technology deployment in sustaining mission-driven outcomes amidst near-zero interest rates and operational uncertainty.
- Goldman Sachs24 min
Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants
Raj Mahajan, John Marshall, Lizzie Reed, Greg Tuorto, Jake Seward
In early February 2021, a record-breaking surge in retail trading volume reached 24 billion shares as stimulus checks and zero-commission platforms drove participation to 25% of U.S. equity value. This shift toward speculative single-name stocks and options created significant volatility, forcing hedge funds to confront unprecedented short squeezes while compelling institutional investors to adapt risk models to account for coordinated retail activity. Despite these structural challenges, the heightened demand supported a historic $129 billion in global equity issuance, with Goldman Sachs projecting that retail sentiment will remain a critical determinant for future market performance and corporate capital raising.
- Goldman Sachs24 min
Markets Update: 2021 Global Growth Outlook
Jan Hatzius, Jake Seward, Joe Wall
Goldman Sachs Chief Economist Jan Hatzias projects a 6.4% U.S. GDP growth for 2021, driven by a projected $750 billion stimulus package and a spring recovery accelerated by vaccinations. Global forecasts anticipate a robust 5-6% rebound in Europe and slightly below 8% growth in China, while central banks maintain a dovish stance with no interest rate hikes expected until 2024 or 2025. The analysis concludes that the crisis highlighted the efficacy of aggressive fiscal intervention and the adaptability of market economies despite persistent structural shifts in employment and productivity.
- Goldman Sachs37 min
"The Battle For Our Screens," Part 1: The Race to Entertain Us
Brett Feldman, Adam Agress, Alekhya Uppalapati, Jake Siewert, Heath Terry, Jake Seward
The pandemic accelerated a structural shift in media consumption, driving a 13% decline in Pay TV households while triggering a 100% surge in streaming engagement and record-breaking mobile gaming spending. Key industry players like AMC and Universal adapted by compressing theatrical release windows to just 17 days, while Disney leveraged its exclusive library to boost Disney+ downloads and test direct-to-consumer models through premium-priced movie releases. As traditional broadcasters face significant ratings erosion, the sector is reallocating $150 billion in legacy revenue toward digital alternatives, with studios and theaters negotiating new financial frameworks to sustain profitability amid heightened production costs and shifting consumer behaviors.