Latest Interviews
Showing 661–675 of 1,031 transcripts.
Clear all filters- Goldman Sachs12 min
ESG Passes the Stress Test
During the 2020 market downturn, ESG funds demonstrated exceptional resilience and attracted $120 billion in net inflows while non-ESG alternatives saw outflows, proving sustainable finance is a fundamental economic driver rather than a market luxury. Goldman Sachs and other industry leaders now prioritize "Inclusive Growth" alongside environmental goals, urging investors and corporations to move beyond ideological labels toward tangible execution in risk mitigation, talent retention, and supply chain mandates. Looking ahead to 2021, the strategic focus shifts to standardizing data, accelerating decarbonization in hard-to-abate sectors like steel and energy, and integrating these real-economy drivers directly into core business purposes.
- Goldman Sachs10 min
Dennis Lynch, Head of Counterpoint Global at Morgan Stanley Investment Management
Dennis Lynch, who oversees over $100 billion in assets at Morgan Stanley's CounterPoint Global, discusses how the pandemic accelerated e-commerce and digital infrastructure trends while reinforcing a fundamental investment approach centered on internet advertising, streaming, and healthcare technology. Lynch emphasizes that strict position sizing for capital-intensive businesses and a culturally diverse, long-tenured team are critical for navigating systemic crises and drawdowns. He further advises emerging investors to cultivate broad perspective over narrow specialization to ensure long-term relevance as industry landscapes shift over decades.
- Goldman Sachs16 min
Tristan Harris, President of the Center for Humane Technology
Tristan Harris, a former Google design ethicist and founder of the Center for Humane Technology, argues that Silicon Valley business models exploit human psychological weaknesses through algorithms that prioritize engagement over wellbeing. He contends that these systems fracture shared reality, drive societal polarization, and undermine collective action on existential threats like climate change by treating users as domesticated livestock rather than citizens. Harris proposes regulating these underlying attention economies to restore executive control and build a nonpartisan foundation for democratic resilience.
- Goldman Sachs15 min
Misan Harriman, Photographer
British Vogue Editor-in-Chief Edward Enninfield selected photographer Anne Harriman to shoot the historic September cover, marking the first time in the publication's 104-year history that a Black photographer has held the role. This decision followed the viral spread of Harriman's civil rights imagery from the 2020 London protests, which highlighted her self-taught background and dual Nigerian-English cultural influences. Looking toward the future, Harriman aims to scale her media business "We See" to drive institutional change while advocating for prison education reform and expanding into documentary filmmaking to emulate the legacies of artists like Gordon Parks.
- Lex Fridman18 min
Comma.ai Drive and Tour with George Hotz and Lex Fridman
George Hotz demonstrated the Comma 2 system's end-to-end neural network capabilities during a San Diego drive, where the vehicle successfully navigated complex banked curves and lane changes without disengagement while leveraging Hyundai's existing longitudinal control. Operating from multinational facilities in the U.S. and Europe, the company has grown its active user base to nearly 3,000 monthly devices and now manages 30 million miles of data to validate safety through rigorous injection testing. With plans to deploy OpenPilot 1.1 via over-the-air updates and integrate new machine learning talent, the firm aims to achieve full holistic autonomy on highways before expanding to dense city environments.
- Lex Fridman10 min
How to learn and master a new skill
The speaker advocates for a mastery philosophy rooted in daily discipline rather than fleeting motivation, asserting that a minimum of two hours of practice for one year is necessary to establish a lasting learning habit. Over a five-year timeline, this intensive regimen can be scaled down to a single hour or even ten minutes of daily maintenance, relying on the cumulative effect of skill acquisition and the inevitability of passion returning through persistent effort. By reframing struggle as a positive indicator of neural "locking in" and prioritizing consistency over rest, the approach aims to transition learners from conscious effort into a state of flow where the art itself becomes a source of deep meaning and enjoyment.
- Goldman Sachs15 min
Oscar Munoz, Executive Chairman of United Airlines
United Airlines Executive Chairman Oscar Munoz leveraged his background in crisis management and direct government lobbying to secure CARES Act funding and implement rapid liquidity measures that enabled the carrier to navigate the pandemic's immediate threats. Under Munoz's leadership, the airline shifted from reactive survival to proactive customer-centric innovation by eliminating change fees and advocating for global rapid testing protocols to facilitate safe international travel. With a strategic focus on passenger safety and profitability, United projects a phased return to full operations by 2022, contingent on vaccine deployment and the successful integration of hybrid digital and physical customer service models.
- Goldman Sachs14 min
Dr. Tony Coles, President, CEO and Chairperson of Cerevel Therapeutics
Dr. Tony Coles, President and CEO of Cerevel Therapeutics, leverages his dual leadership of the company and the Black Economic Alliance to articulate how the biopharmaceutical sector's scientific "platinum age" must align with urgent socio-economic imperatives. He outlines how breakthroughs in vaccine development and shifting consumer demands, evidenced by Edelman research, compel businesses to prioritize diversity, wage equity, and moral stewardship to mitigate revenue risks in a polarized climate. Ultimately, Coles argues that organizational success now depends on leadership courage to address systemic racism and economic displacement, moving beyond traditional analytics to drive reskilling initiatives and inclusive policies.
- Goldman Sachs7 min
How Technology is Disrupting the Insurance Industry
Valued at approximately $5 trillion, the global insurance market is undergoing significant technological disruption driven by $7 billion in recent venture capital, strategic M&A activity, and the adoption of AI, IoT, and cloud-based core systems. While incumbents leverage minority investments and distribution partnerships to maintain relevance, emerging insurtechs are utilizing full-stack direct models and advanced underwriting automation to optimize customer acquisition and retention across life, auto, and commercial lines. This dynamic fosters a non-winner-takes-all environment where collaboration between established carriers and innovative entrants focuses on re-bundling offerings and utilizing alternative data for precise risk assessment.
- Goldman Sachs12 min
Tom Lister, Co-Managing Partner of Permira
Primera Capital navigated the early pandemic's valuation gap by fortifying its existing healthcare and technology portfolios before resuming aggressive investment in resilient marketplaces. The firm’s current strategy prioritizes securing exceptional assets despite intense competition, relying on rigorous primary-source verification and a disciplined approach to monetization timing rather than model-dependent assumptions. Looking ahead, investors are advised to maintain resilience against market pushback while preparing for a higher S&P 500 trajectory, even as geopolitical tensions between the U.S. and China remain politically driven.
- Goldman Sachs15 min
Douglas Parker, Chairman and CEO of American Airlines
American Airlines Chairman and CEO Doug Parker outlined a crisis management strategy focused on transparency, maintaining 100% employee work hours via CARES Act support, and prioritizing full cash refunds over competitor voucher practices to preserve corporate character. The airline has accelerated the retirement of roughly 150 aircraft and reduced daily cash burn to $25–30 million while projecting 2021 capacity to remain 10% below 2019 levels to align with demand constraints. Additionally, American leveraged its youngest global fleet to enforce strict safety protocols and invest in sustainable aviation fuels, aiming for profitability recovery by 2022 as leisure travel drives the market.
- Goldman Sachs7 min
What’s Next for the U.S. Dollar
Goldman Sachs analysts project a 6.1% global growth surge for 2021, anticipating a weakening U.S. dollar that benefits emerging markets and G10 currencies despite the dollar retaining its primary safe-haven status. The firm forecasts significant opportunities in equities and commodities, noting that gold and digital assets like Bitcoin are increasingly viewed as essential portfolio hedges as traditional bond yields decline. While competing jurisdictions such as China and the EU advance their financial integration, the resilience of U.S. institutions ensures the dollar remains dominant even as divergent emerging market policies create uneven recovery patterns.
- Goldman Sachs16 min
Arvind Krishna, CEO of IBM
IBM CEO Arvind Krishna, who has led the company since 2020, is driving a strategic pivot toward hybrid cloud and artificial intelligence through the recent spin-off of IBM's technology services business. Krishna advocates for quantum-resistant encryption and proposed leveraging supercomputing and AI to accelerate pandemic recovery efforts, including vaccine development and remote education. Looking forward, he predicts the pandemic will compress five to ten years of digital transformation into just two years while emphasizing that human creativity will remain essential alongside these technological advances.
- Goldman Sachs15 min
Brian Niccol, Chairman and CEO of Chipotle Mexican Grill
Chipotle CEO Brian Nickell, having transitioned to Chairman, outlines a strategic vision to transform the company into a global digital entity with 6,000 locations and 300,000 employees within a decade. This expansion includes entering European and Canadian markets while introducing digital-only concepts to meet the evolving demands of a purpose-driven youth demographic. Nickell's leadership approach integrates operational rigor from his P&G and Taco Bell tenure with a renewed focus on sustainability, carbon-neutral production, and comprehensive employee mental health support to fulfill the corporate mandate of cultivating a better world.
- Goldman Sachs10 min
Orlando Bravo, Managing Partner of Thoma Bravo
Toma Bravo leveraged a conservative, hands-on operational strategy during the pandemic to navigate uninvestable markets, successfully capitalizing on the accelerated shift from on-premise to cloud infrastructure while validating the resiliency of software subscription models. The firm's long-term outlook prioritizes strict adherence to enterprise software within a controlled environment, applying a mentorship-driven framework that synthesizes deal structuring with deep operational execution to manage value creation across 3 to 5-year horizons. Despite current challenges regarding incomprehensible public market valuations, the approach maintains a disciplined focus on extracting costs and preserving fundamental business trajectories while advising emerging investors to build resilience through thoughtful, iterative practice.