Latest Interviews
Showing 181–195 of 497 transcripts.
Clear all filters- Goldman Sachs7 min
Why tech stocks could keep rallying
Following a sharp correction in early 2024, the Nasdaq recovered to a flat annual performance driven by resilient S&P 500 earnings growth, clearer trade policies, and renewed capital deployment into artificial intelligence. Goldman Sachs technology specialist Pete Callahan highlights that large-cap tech stocks are regaining defensive status amid a return of dispersion within the "Magnificent Seven," creating specific stock-picking opportunities. With macro fears receding in favor of micro-level AI catalysts, the prevailing strategy recommends maintaining positions through the remainder of the year despite ongoing scrutiny of inflation data and bond market rates near 4.5%.
- The Economist8 min
Why does Trump admire Saudi Arabia?
Trump, Rachana Shanbhogue, Jason
Crown Prince Mohammed bin Salman has steered Saudi Arabia toward a foreign policy of regional stabilization and ambitious domestic social liberalization to secure the political foundation for his economic transformation agenda. While the kingdom has rapidly dismantled religious restrictions and positioned itself as a mediator in global conflicts, its effort to diversify away from oil through massive giga projects like Neom faces significant hurdles due to stubborn reliance on energy revenues and fiscal strain. Consequently, the regime's long-term stability remains precarious, hinging on its ability to successfully deliver economic prosperity to a young population while managing the risks of potential dissent and investor skepticism.
- Goldman Sachs10 min
“Long stocks, short bonds”
Federal Reserve Chair Jerome Powell prioritized stabilizing the domestic labor market while the central bank maintained current interest rates amidst stagflation risks and uncertain tariff impacts. The administration projects $300 billion in annual tariff revenue alongside increased spending, creating a fiscal environment that pressures the dollar and drives a strategic shift toward long equities and short bonds. Investors are compressing their trading horizons to hourly assessments as they navigate high volatility driven by potential job losses and the first significant inflation data release in July.
- Sequoia Capital19 min
The Data Center is the New Unit of Compute: Crusoe CEO Chase Lochmiller
Chase Lochmiller, David Kahn, Pat
Crusoe Energy is rapidly constructing massive AI factories in Abilene, Texas, leveraging a vertically integrated supply chain to deliver gigawatts of power capacity decades ahead of traditional utility timelines. By repurposing stranded renewable energy and deploying advanced cooling architectures, the company accelerates the shift toward sovereign AI infrastructure while addressing critical bottlenecks in power and hardware availability. Founder Chase Lockmiller positions this industrial-scale approach as the mechanism to manufacture intelligence, creating a resilient foundation for the next phase of artificial general intelligence.
- Goldman Sachs13 min
Stagflation and the Fed's next move
The U.S. economy confronts a stagflationary shock driven by spending cuts, restrictive immigration policies, and tariff uncertainty, creating a complex backdrop for Federal Reserve monetary strategy. Policymakers are advised to pause rate decisions at the May meeting to assess new trade data while maintaining a tough rhetorical stance to anchor inflation expectations without pre-committing to specific future cuts. As the Fed balances its dual mandate amidst potential political pressure, global investors are cautiously retaining dollar allocations despite signs of institutional skepticism and capital outflows that are currently characterized as temporary positioning rather than a permanent strategic shift.
- The Economist7 min
Why US tariffs on China will hurt American shoppers
Effective May 2, the Trump administration revoked the "de minimis" exemption, eliminating duty-free status for Chinese imports under $800 and directly impacting the US market-dependent business models of fast-fashion giants Shein and Temu. Facing high tariff costs that threaten their core pricing advantages, these companies currently rely on direct shipping from Chinese hubs while navigating geopolitical pressure from Beijing against relocating manufacturing to avoid tariffs. Experts anticipate Shein and Temu will survive this regulatory shift by diversifying into new global markets and transitioning into multinational corporations despite strict US efforts to close trade loopholes.
- Goldman Sachs10 min
Time to buy bonds?
Despite a macroeconomic shift toward higher inflation and lower growth driven by tariff announcements since April, the 10-year Treasury yield has remained stable while credit spreads have partially recovered from their initial widening. Goldman Sachs Asset Management has strategically increased portfolio duration and favored Investment Grade credit over High Yield, citing bond outperformance versus equities and the U.S. dollar's status as a global safe haven. Although the firm acknowledges an increased recession probability and sector divergence within travel, it concludes that current market pricing does not yet fully reflect downside risks, prompting continued allocation to structured credit opportunities.
- All-In Podcast17 min
Inside the All-In Summit: Behind the Scenes of the World's Greatest Conference 🚀
JD Vance, Elon Musk, Sergey Brin, Peter Thiel, Megyn Kelly, Mearsheimer, Sachs, Travis Kalanick, Marc Benioff, Woody Hoburg, Chamath, Jason, Friedberg, TheZachEffect, Zach
The Year Three conference featured a diverse lineup of high-profile guests, including Vice Presidential candidate J.D. Vance and Elon Musk, who discussed political independence, AI development, and economic expansion amidst tight security. Notable speakers such as John Mearsheimer, Travis Kalanick, and astronaut Woody Hobart contributed to dynamic segments on geopolitics, enterprise software, and scientific scales that defined the event's unscripted format. The gathering concluded with social festivities and a forward-looking toast, highlighting the organizers' intent to foster debate through an eclectic mix of political, technological, and scientific discourse.
- The Economist9 min
Is the world still working from home?
A 2024 survey by Stanford's Nicholas Bloom across 40 nations reveals that hybrid work adoption correlates strongly with cultural individualism, ranging from 1.9 days weekly in Canada to 0.5 days in South Korea. These divergent patterns have reshaped housing markets by driving suburban price surges of up to 50% while depressing urban centers, alongside increased leisure efficiency but a notable 30-minute rise in daily solitary time. Despite concerns over social isolation, the aggregate assessment remains that remote work delivers a net positive global impact by unlocking economic efficiencies in housing and providing critical autonomy for workers.
- All-In Podcast7 min
Mitotherapy Breakthrough: Supercharging Your Cells ⚡️| Science Corner with David Friedberg
Recent breakthroughs in mitochondrial biology have established physical transfer between cells and enabled the engineered amplification of mitochondria to produce 854 times normal ATP output. These advancements allow researchers to successfully repair cartilage and bone in osteoarthritis models while creating detailed brain maps that link mitochondrial dysfunction to cognitive decline. Consequently, this supply solution is launching "mitotherapy" as a viable clinical modality for treating sports injuries, heart attacks, and neurodegenerative diseases.
- a16z16 min
The Kill Chain: 2025 Edition
By early 2025, the defense technology ecosystem has matured into a collaborative network where companies like Anduril, Palantir, and SpaceX are delivering autonomous systems at scale, a shift catalyzed by the war in Ukraine and accelerated by a 25-year trajectory of theoretical innovation. Anduril now prioritizes mass production of low-cost assets, including cruise missiles and undersea vehicles, to meet the U.S. government's demand for industrial capacity in great power competition rather than relying on traditional, low-volume procurement models. This evolution reflects a broader strategic pivot toward iterative development and manufacturing readiness, challenging the Department of Defense to accept calculated risks and chaos as essential components of modern warfare.
- Goldman Sachs10 min
Opportunities amidst historic volatility
Josh Schifrin and market analysts assess a volatile economic landscape where projected tariffs threaten to spark inflation and a temporary growth dip while creating a binary risk scenario between a trade war recession or a deal-driven recovery. Treasury yields have surged following hawkish commentary on tariff-induced inflation, breaking historical inverse correlations with equities and signaling fragility in market liquidity that mirrors structural stresses without reaching COVID-era severity. Despite this turbulence, strategists recommend buying equity dips and anticipate a weakening U.S. dollar alongside bearish oil prices as the market awaits the outcomes of the 90-day tariff pause to stabilize the frenetic trading environment.
- Goldman Sachs11 min
Recession watch: How to hedge now
Daan Struyven, Allison Nathan, Don Stryven
Recorded on April 8, 2025, Goldman Sachs analysts presented a strategic pivot toward hedging with commodities, projecting a 10% rise in gold to $3,300 per ounce under stagnation while forecasting a decline to $55 per barrel for Brent crude by 2026. The presentation detailed a "long gold, short oil" portfolio architecture designed to capitalize on anticipated Fed rate cuts and supply surges, respectively, with recession scenarios potentially pushing gold toward $4,250 or oil below $40. Additionally, the analysis highlighted copper's resilient long-term outlook driven by supply deficits, despite near-term volatility exacerbated by U.S. tariff announcements.
- a16z15 min
Unbundling the BPO: How AI Is Disrupting Outsourced Work
A $300 billion Business Process Outsourcing (BPO) market dominated by firms like Accenture and Wipro is undergoing a fundamental transformation as Voice AI and autonomous browser agents dismantle traditional reliance on human labor. By enabling near-zero latency processing of unstructured data across sectors ranging from healthcare to logistics, these AI-native technologies offer founders a pathway to create new value by automating complex workflows previously inaccessible to small and medium enterprises. As the industry evolves over a two-to-three-year horizon, success will depend on strategically targeting high-impact use cases where AI can flatten operational costs while navigating the structural inertia of legacy labor-heavy models.
- Goldman Sachs13 min
10KSB Voices Rural Advocacy Conference in DC: David Solomon with Program Graduate & Punchbowl News
David Solomon, Anna Palmer, Jenny Steffensmeyer
Goldman Sachs CEO David Solomon and small business owner Jenny Steffensmeyer discussed critical challenges facing the "10,000 Small Business Voices" program, including capital access, workforce shortages, and a significant rural artificial intelligence adoption gap. Solomon expressed optimism that a Republican-controlled administration will reduce regulatory burdens to stimulate growth, while Steffensmeyer highlighted that technological upskilling remains impossible without affordable financing. To address these disparities, the group urged Congress to deregulate small businesses, simplify SBA lending, and provide incentives to level the competitive playing field.