Latest Interviews
Showing 601–615 of 1,031 transcripts.
Clear all filters- Goldman Sachs17 min
Lewis Pugh, Endurance Swimmer and United Nations Patron Of The Oceans
Lewis Pugh leverages his history of extreme endurance swims to visually expose the accelerating pace of climate change and ocean degradation to global leaders. By swimming in the Arctic and Himalayas, he highlights critical environmental threats while successfully advocating for the "30x30" target that has inspired 75 nations to protect 30% of their waters by 2030. His work aims to bridge the gap between slow diplomatic processes and urgent ecological needs by persuading resource-rich nations to adopt stricter conservation measures.
- Goldman Sachs9 min
Investing in Nature-Based Solutions
Driven by regulatory mandates and investor pressure, over 1,600 companies within the MSCI ACWI index are now declaring greenhouse gas reduction targets while adopting strategies that prioritize direct emissions cuts alongside high-integrity nature-based solutions. Goldman Sachs and Apple exemplify this shift through their Restore Fund partnership, which utilizes rigorous third-party verification to generate financial returns from sustainable forestry and agriculture while ensuring verified carbon sequestration. Looking ahead, the sector is evolving toward greater financial innovation and cross-sector collaboration to align diverse stakeholder incentives with global net-zero objectives.
- Goldman Sachs9 min
The Four Megatrends Shaping Retail Investing
This European wholesaler capitalizes on four megatrends by channeling retail and institutional funds into technology, healthcare, sustainable infrastructure, and millennial-focused consumer markets. The firm leverages diverse investment teams, where 45% of assets are managed by women and 60% of researchers are of Asian descent, to consistently outperform market benchmarks in sectors ranging from gene editing to cloud infrastructure. With pandemic acceleration validating its strategies in digital finance and green energy, the firm forecasts the permanent democratization of investing as a core driver for future alpha generation.
- Goldman Sachs19 min
Outlook for Equity Markets
Goldman Sachs Investment Strategy Group asserts that the current equity market is not in a bubble despite rich valuations, attributing stability to a 2.9% implied equity risk premium and low Treasury yields below the 3.0% to 3.5% recession threshold. While forecasting a robust 6.5% GDP growth with only a 10% recession probability, the firm anticipates post-pandemic earnings expansion to be partially tempered by potential corporate tax hikes. Consequently, Goldman Sachs advises investors to remain fully allocated to equities but to shift their allocation toward undervalued value stocks using dollar-cost averaging rather than waiting for market pullbacks.
- Goldman Sachs7 min
Launch With GS Interviews Dayna Grayson in Celebration of Women’s History Month
Dayna Grayson, Suzanne Gauron, Suzanne Gorin
Goldman Sachs' "Launch with GS" program allocated $500 million to support Construct Capital, a new venture fund co-founded by Dana Grayson and Rachel, which targets foundational industries like manufacturing and supply chain. The fund leverages the partners' combined operational and investment experience to address critical gaps in these sectors, aiming to drive returns through the necessary digitalization and reengineering accelerated by the pandemic. In addition to highlighting successful exits such as Framebridge, the firm emphasizes its commitment to supporting diverse founders while advocating for systemic solutions to the disproportionate impact of recent global crises on women in the workforce.
- Goldman Sachs16 min
Walter Isaacson, Historian and Author of "The Code Breaker"
Walter Isaacson, Jennifer Doudna, John Rogers
Fueled by the 2020 Nobel Prize win for Jennifer Doudna and Emmanuelle Charpentier, the CRISPR gene-editing revolution has rapidly shifted medical research from observational to interventional capabilities, underpinning critical advancements like mRNA vaccines. While intense scientific rivalry initially drove these breakthroughs, the global pandemic demonstrated that high-stakes competition can coexist with urgent collaboration to prioritize human health over intellectual property. Looking ahead, experts warn that the technology's future must navigate complex ethical boundaries between therapeutic cures and commercial enhancements to prevent the emergence of free-market eugenics.
- Goldman Sachs6 min
The Outlook for China’s Beauty Sector
The Chinese beauty market contracted by 1% in 2020 due to travel restrictions, yet achieved a 38% online penetration rate driven by robust onshore retail growth. Forecasts project a 22% recovery in 2021 as offline channels stabilize, with online sales expected to capture 57% of the market by 2025. Simultaneously, local leaders like Yatsen are diversifying into multi-brand portfolios to counter short brand cycles, while the industry increasingly adopts ESG standards to address shifting consumer expectations.
- Goldman Sachs8 min
The Resiliency of the Muni Market
Despite early pandemic uncertainty, the municipal bond market demonstrated exceptional resilience in 2020 driven by stable revenue streams, historically low default rates, and strong balance sheets. Issuers capitalized on the rally to refund old debt while tax revenues exceeded forecasts, further bolstered by fiscal stimulus funds designated for infrastructure and pandemic relief rather than tax cuts. GSAM maintained a fundamental, bottom-up selection strategy that helped both investment grade and high yield segments perform well, resulting in significantly tightened credit spreads and record issue volumes by year-end.
- Goldman Sachs8 min
One Year Since Market Trough: A Cycle on Fast-Forward
Goldman Sachs analysis identifies that the March 2020 market bottom was triggered when specific downside risks were quantified and policy mitigations stabilized funding, leading to a historical "fast forward" recovery where the S&P 500 reclaimed pre-pandemic levels within months. Driven by rapid vaccine deployment and unprecedented global fiscal support, the bank forecasts nearly 7% global growth for 2021, a pace significantly outstripping consensus expectations and previous post-crisis rebounds. This accelerated cycle is expected to force earlier central bank tightening compared to traditional recoveries, prompting investors to position portfolios in cyclical assets while hedging against rapidly rising interest rates.
- Goldman Sachs16 min
Charles Phillips, Co-Chair of the Black Economic Alliance and Co-Founder of Recognize
Charles Phillips, co-founder of Recognize, leverages his background in computer science and corporate leadership to launch "110," a private initiative designed to create one million jobs for Black people by aggregating nonprofit training networks and securing commitments from dozens of major corporations. Beyond employment, the program emphasizes targeted economic levers such as increasing Black homeownership through "rent-to-own" models and supports parallel efforts to address wealth gaps facing Black women in entrepreneurship. Drawing on his experience driving cloud adoption at Recognize, Phillips argues that specialized third-party providers offer the scalable infrastructure necessary to sustain these high-impact social and technological advancements.
- Goldman Sachs10 min
The Future of Auto Tech
Goldman Sachs has launched a joint venture merging its software and industrial divisions to capitalize on what it terms the "greatest industrial revolution of our time," a multi-decade shift toward electrified, software-integrated, and autonomous mobility. The firm anticipates this transition will face supply-side constraints driven by global battery manufacturing capacity while leveraging Special Purpose Acquisition Companies to fund capital-intensive ventures across a landscape of mature technologies and emerging startups. Investment strategies will prioritize long-term horizons of up to fifteen years to navigate the sector's unique challenges, aiming to deliver significant reductions in carbon emissions and substantial improvements in global health.
- Goldman Sachs19 min
Jens Stoltenberg, Secretary-General of NATO
Jens Stoltenberg, Nick Schifrin
NATO Secretary General Jens Stoltenberg identifies climate change as a critical security threat that forces military adaptation while describing Russia as an assertive adversary and China as a systemic challenge to the alliance's liberal democratic values. To counter these evolving risks, the organization has implemented its largest collective defense reinforcement since the Cold War, including new battle groups in Eastern Europe, even as it maintains operational readiness during the pandemic and prepares for the planned troop withdrawal from Afghanistan. Through the "NATO 2030" initiative, the alliance aims to preserve its consensus-based unity and global dominance by adapting its command structures, reducing fossil fuel dependence, and addressing hybrid threats like disinformation campaigns.
- Goldman Sachs18 min
Christina Swarns, Executive Director of the Innocence Project
Christina Swarnes and exoneree Hugh Burton highlight critical structural failures in the criminal justice system, citing racial disparities in wrongful convictions and the absence of accountability for officials who secure false confessions. Their discussion emphasizes specific cases like *Buck v. Davis* and Burton's own 19-year incarceration to illustrate the urgent need for mandatory interrogation recording and systemic reforms driven by the post-George Floyd reckoning. Together, they argue that true safety requires local community accountability and robust support structures to assist individuals reintegrating after being wrongly convicted.
- Goldman Sachs17 min
Horacio Rozanski, President and CEO of Booz Allen Hamilton
Booz Allen Hamilton President Horacio Rosansky discussed the firm's strategic integration of private-sector innovation with complex government missions, highlighting advancements in AI, cybersecurity, and sustainability during a "Talks at GS" appearance. Addressing social equity with unprecedented urgency, Rosansky detailed how the leadership team prioritized internal assessments of diversity and race to complement the company's rapid growth in data science and space asset protection under its "Vision 2020" initiative. The conversation concluded with Rosansky's assessment of post-election operational challenges and his vision for accelerating technological adaptation to address exponential changes in the 2020s while fostering a legacy of broadened opportunity.
- Goldman Sachs9 min
How the Pandemic is Reshaping Education
Katherine Tait, Catherine, Liz
As remote learning enrollment stabilizes at roughly 12–15%, the higher education sector is accelerating a permanent shift toward blended learning models driven by a 700% increase in faculty digital adoption and a student demand for unbundled, skill-based credentials. This structural transformation is fueled by a record $16 billion in venture capital and a corporate pivot to continuous upskilling, creating emerging market leaders focused on platform-agnostic courseware and institutional revenue diversification. Ultimately, the pandemic has cemented remote technology as the standard infrastructure for both K-12 and corporate training, signaling a long-term evolution from traditional degree tracks to flexible, lifelong learning ecosystems.