Latest Interviews

Daniel Dae Kim, Actor, Director and Producer

Daniel Dae Kim, Candace Say

Actor and producer Daniel Dae Kim testified twice before the U.S. Congress within six months to demand tangible resources for Asian Americans, citing severe underrepresentation in corporate and entertainment executive roles despite comprising over 12% of Fortune 500 workforces. By highlighting the disparity between the community's workforce presence and their 1.5% share of executive positions, Kim argued that the initial legislative resolution was insufficient to address systemic racism and the "model minority" myth. His advocacy, rooted in personal experiences of prejudice and a career defined by fighting for equal compensation, seeks to advance new bills that provide practical solutions for the nation's 23 million Asian Americans.

Can Brazil Survive Bolsonaro?

Bolsonaro, Joe Biden, Lula, Sarah Maslin

Set against Rio de Janeiro's backdrop of systemic corruption, high police violence, and pandemic-driven healthcare strain, President Jair Bolsonaro navigated a political crisis marked by Brazil's highest global death toll in April 2020 and a catastrophic rise in Amazon deforestation. Although his 2018 election capitalized on anti-corruption sentiment and evangelical support through an initial emergency welfare program, his approval ratings have since collapsed below 30% due to soaring unemployment, the withdrawal of economic aid, and failed anti-corruption reforms that protect his family. As the nation approaches the 2022 presidential rematch between Bolsonaro and Luiz Inácio Lula da Silva, democratic institutions like the Supreme Court continue to check executive overreach while analysts warn of escalating tension between the military, the government, and long-term democratic stability.

The Daily Check-In: China’s Path to Carbon Neutral: Addressing the Upstream

Trina Chen, Liz

China is accelerating its carbon decarbonization strategy by launching an updated national "Carbon Act" and activating an Emissions Trading System to cover over 2,000 power generators, targeting upstream industries that collectively account for 10% of global emissions. While sectors like steel, cement, aluminum, and chemicals face unique hurdles from process-based emissions and the economic strain of retiring 15 trillion yuan in coal assets, major producers such as Baosteel and Anhui Conch are already piloting advanced low-carbon technologies to meet projected 2027 emission peaks. The government anticipates a 2030 emissions intensity reduction of over 30% through renewable integration and efficiency upgrades, with post-2030 net-zero success dependent on scaling unproven innovations like hydrogen, carbon capture, and grid modernization to transition away from coal.

Why trophy hunting helps protect animals

Dan, Johnny, Marina Lamprecht

Proponents of regulated trophy hunting in Namibia and Zimbabwe argue that the industry generates tens of millions of dollars annually to fund conservation, support over 770,000 households, and prevent wildlife extinction in areas where photo tourism is unviable. By retaining local control over land use and enforcing strict government quotas, these regions report significant rebounds in species such as the white rhino and lion while funding essential community projects like school meals. Conversely, critics warn that corruption in poorly governed nations often diverts revenue, leading some conservationists to call for international funding models that protect habitats without relying on controversial hunting practices.

Frank Del Rio, President and CEO of Norwegian Cruise Lines

Frank Del Rio, David

Norwegian Cruise Line secured $2.4 billion in emergency financing and established the Healthy Sail Panel with former FDA Commissioner Scott Gottlieb to navigate the 2020 CDC shutdowns and launch vaccination-based safety protocols. As the company plans to reinstate 25% of its fleet by late 2021 with record bookings for 2022 and 2023, it is adjusting its capital strategy to maintain higher cash reserves while leveraging inflationary pricing power. CEO Frank Del Rio projects a potential record year driven by pent-up demand from 50 million displaced cruisers, supported by a strategy focused on fleet expansion and demographic-driven operational governance.

Arriving Now: Retailers’ Solutions for Same Day Delivery

Kate McShane, Liz

Goldman Sachs Research analyzes how pandemic-driven shifts transformed last-mile delivery from a niche restaurant service into a dominant omnichannel strategy leveraging physical inventory for two-hour windows. The report highlights a critical trade-off where retailers balance the profitability and operational efficiency of outsourcing to third-party platforms like Shipt and Instacart against the risks of quality control and data leakage. Ultimately, the convergence of free curbside pickup and paid home delivery is identified as a competitive moat that increases consumer engagement beyond what online-only models can achieve.

How covid-19 exposes systemic racism in America

Trevor Phillips, Jason Stanley

One year after George Floyd's murder catalyzed global protests, discussions have shifted toward structural racism's role in health and technology, highlighted by pandemic-era data showing Black patients faced nearly double the mortality risk due to medical device miscalibration and facial recognition errors. Experts characterize these disparities as systemic issues arising from unexamined biases in research and design rather than individual malice, noting that light-skin calibration in pulse oximeters led to critical misdiagnoses while flawed algorithms caused mistaken arrests. Resolving these inequities requires institutions to confront unconscious biases and restructure underlying systems, a complex process hindered by the difficulty of assigning blame to systems without clear individual villains.

The Changing Landscape of ESG Regulation in Europe

Evan Tylenda, Liz

The EU's Sustainable Finance Disclosure Regulation and Taxonomy mandate standardized ESG classifications, forcing asset managers to categorize products as either Article 8 "Light Green" or Article 9 "Deep Green" to address principal adverse impacts. While these frameworks aim to define environmentally sustainable activities across sectors like cement and renewable energy, they currently face significant implementation hurdles due to data deficiencies and the exclusion of non-European reporting entities. As the EU coordinates with global counterparts to prevent regulatory duplication, the market anticipates a shift where non-compliant funds struggle to compete within the European landscape.

How to deal with big tech

Senator Amy Klobuchar, Martin Chavez, Amy Klobuchar, Anne

Senator Amy Klobuchar argues that the concentrated market power of tech giants like Google, Apple, and Meta stifles innovation and harms consumers, prompting her to advocate for a comprehensive "competition policy" that includes stricter antitrust enforcement, privacy regulations, and content moderation mandates. Highlighting recent bipartisan lawsuits and hearings that exposed harmful fee structures and misinformation risks, she proposes legislation to prevent app store gatekeepers from blocking cheaper payment options while aligning US standards with European precedents. Klobuchar warns that without these proactive measures to restore fair competition, the United States faces a future where dominant platforms control essential markets and threaten democratic institutions just as the AT&T breakup once did.

Copper is the New Oil

Nick Snowdon, Alison Nathan

Goldman Sachs identifies copper as the "new oil" essential for global net-zero targets, projecting that green economy adoption will drive demand to nearly 6 million tons by 2030 while creating a structural deficit of over 8 million tons. Despite price forecasts reaching $15,000 per ton by 2025, major mining producers remain hesitant to initiate new greenfield projects due to prolonged permitting, high costs, and a conservative post-2010 balance sheet strategy. Consequently, the market faces an irreversible supply crunch in the mid-2020s that will likely decouple copper prices from traditional Chinese cycles and trigger a sustained multi-year bull market.

The Rising Power of China’s New Consumer Class

Stephanie Hui, Liz

China's private consumption market is surging toward a projected $13 trillion by 2030, driven by a demographic shift toward premium discretionary spending and a Gen Z generation prioritizing durability and cultural individuality over initial price tags. Goldman Sachs is capitalizing on this landscape by investing in infrastructure "enablers" like digital cosmetics visualization and warehouse management software, while focusing on health-monitoring platforms that align with the growing demand for extended health spans. This strategy allows the firm to navigate intense market competition and mitigate risks associated with faddish brands by leveraging deep domain expertise within China's vast, trade-insensitive domestic economy.

Covid-19: how many people have died?

Sondre Ulvand-Solstad

The Economist's statistical model revises global pandemic mortality to approximately 10 million deaths, significantly exceeding official counts due to severe underreporting in developing nations and specific outliers like Russia. By analyzing 121 demographic and geographic indicators, the study reveals that current daily death spikes, particularly in India, signal a shift where the virus is driving mass mortality in less internationally connected regions. These findings reclassify several countries based on excess deaths while noting that demographic age structures and reduced transmission of other infectious diseases create complex regional disparities in fatality rates.

How the Transportation Sector’s Recovery Is Shaping Investment Opportunities

Kevin Martens, Liz

The transportation sector navigated a volatile 2020 shift where commercial aviation grounded 17,000 aircraft and triggered a 100–200% surge in air freight rates, while West Coast port congestion and labor migration exposed systemic logistical vulnerabilities. As consumer spending drove e-commerce penetration from 11% to 14% and truckload capacity rebounded to 99%, investment focus has pivoted from distressed airlines to undervalued industrial plays like railroads and less-than-truckload carriers. Despite record truck orders signaling imminent supply expansion that may compress trucking margins, analysts anticipate sustained pricing power for sectors leveraging the permanent structural shift in global supply chains.

Is Myanmar a failed state?

Following a February 1st military coup that has resulted in over 780 deaths and 3,800 arrests, the junta has detained de facto leader Aung San Suu Kyi on multiple charges while facing a nascent civil war as the Bamar majority joins ethnic militias in armed resistance. Although international sanctions and diplomatic pressure from the West have targeted senior generals, robust intervention remains blocked by veto power wielded by China and Russia, who prioritize regional infrastructure and strategic arms sales. Consequently, Myanmar risks becoming a failed state plagued by collapsing health systems, uncontrolled drug production, and cross-border refugee flows, while the military inherits a devastated economy despite its current control.

From Growth to Value: Where We Are in the Equity Markets

Lou Miller, Liz

Led by market strategist Liz, the discussion outlines an ongoing economic rotation from high-multiple growth stocks to value sectors as vaccine rollouts and reopening drives higher interest rates and commodity prices. The analysis highlights that the market is only halfway through this transition, with significant opportunities remaining in energy, materials, and industrials as U.S. GDP peaks and European or emerging market trades remain in early stages. While retail investor behavior and potential inflation risks pose short-term volatility, the narrative expects sustained performance in "growth at a reasonable price" stocks driven by the anticipated U.S. infrastructure plan and global economic recovery over the next six months.