Latest Interviews
Showing 1021–1035 of 1,514 interview transcripts.
Clear all filters- The Economist12 min
Election 2020: what the data tell us
Forecasters predict a Biden victory by November 9 if early indicators hold, leveraging adjusted polling models that account for underrepresented non-college white voters and a shrinking undecided electorate. Economic indicators and state-level turnout dynamics in diverse Sunbelt states drive these projections, though potential ballot rejections among minority populations could narrow the margin by one to two percentage points. Ultimately, a projected victory margin of eight to nine points is expected to provide the stability necessary to prevent post-election unrest despite differing partisan fears regarding result legitimacy.
- Goldman Sachs7 min
Goldman Sachs’ Third-Quarter Earnings
Goldman Sachs CFO Steven Schwartz attributed strong third-quarter earnings to the firm's intermediary model and strategic initiatives that successfully expanded market share across Global Markets and Investment Banking. Leadership recently realigned division heads with defined business segments to ensure cohesive operations while deploying calibrated capital to navigate anticipated fourth-quarter volatility driven by geopolitical and economic uncertainties. Looking toward 2021, the firm aims to execute a dual strategy of reinforcing incumbent businesses and scaling new value-add initiatives like transaction banking without the operational distractions that previously defined the sector.
- Goldman Sachs12 min
Dawn Fitzpatrick, Chief Investment Officer of Soros Fund Management
Following the March 2020 market crash, Soros Fund Management deployed approximately $4.25 billion into investment-grade credit to exploit dislocation while navigating a unique liquidity crisis. Currently, the firm prioritizes active security selection across equities and fixed income, maintaining a non-qualified residential mortgage portfolio while avoiding commercial real estate and calibrating asset duration to mitigate inflation risks. Beyond market strategy, the organization has institutionalized a collaborative culture and deepened ESG integration to align with its largest client, the Open Society Foundation.
- Goldman Sachs14 min
What’s Next for the Business of Sports
Major professional leagues resumed operations through strategic bubble environments and extended timelines to secure critical television revenue and stabilize surging franchise valuations driven by limited capital availability. Simultaneously, a historic shift occurred in athlete advocacy as league leadership, exemplified by the NBA, actively supported player social justice protests following high-profile incidents. The upcoming 2021 season faces continued COVID-19 disruptions and financial instability, particularly within college sports where revenue disparities and viral outbreaks threaten the viability of non-revenue-generating varsity programs.
- Goldman Sachs14 min
The Private Equity Landscape
The private equity sector is undergoing significant institutional consolidation and specialization, driven by a shift toward longer investment horizons and a strategic pivot away from public markets. Recent market resilience has been bolstered by active limited partner capital deployment, robust private credit alternatives, and the rapid adoption of innovative exit vehicles like SPACs to facilitate diverse transactions. Simultaneously, firms are embedding ESG criteria into their core models, prioritizing board diversity and impact investing to align with evolving regulatory mandates and performance correlations.
- Goldman Sachs11 min
Kewsong Lee, CEO of The Carlyle Group
Carlyle CEO Kyu Song Lee outlined a crisis response prioritizing employee safety and liquidity while aggressively deploying capital in Asian healthcare and technology sectors to offset a temporary lull in traditional buyouts. The firm has shifted its risk philosophy to view inaction as the primary threat, driving activity in opportunistic credit and raising global diversity targets to 30% for board composition. Lee further emphasized that long-term value creation relies on emotional intelligence and adapting to permanent structural shifts despite predicted US-China geopolitical divergence and challenges posed by remote work.
- Goldman Sachs15 min
Mike Fries, CEO and Vice Chairman of Liberty Global
Liberty Global reported minimal financial impact during the second quarter, raising operating guidance by 14% while maintaining EBITDA in line with forecasts despite specific revenue headwinds from sports and roaming. The company leveraged the pandemic to accelerate digital adoption and secure a dominant position in the UK gigabit race, projecting a threefold expansion of its one Gigabit footprint over BT within the next year. To address valuation gaps and capitalize on steady growth, management is restructuring toward a Fixed Mobile Convergence model with reduced capital expenditures and exploring diverse capital structures including potential local listings and joint ventures.
- Goldman Sachs9 min
Thematic Growth Opportunities
Following a $50 billion Q1 outflow, global equity flows have reversed as investors pivot toward thematic strategies amidst a landscape where over half of all companies face low growth. This strategic shift targets four key megatrends: cross-sector technological advancement, the spending power of 2.3 billion millennials, plummeting costs enabling precision medicine, and sustainability-driven circular economies. Regional dynamics further shape this outlook, with the EU directing half of its recovery funds to green initiatives and China's shifting economic weight accelerating domestic tech listings in genomics and environmental sectors.
- Goldman Sachs8 min
The Acceleration of Impact Investing
Global public market ESG assets have recently surpassed $1 trillion, driven by European regulatory mandates and corporate commitments totaling over $11 billion in carbon mitigants. While sectors like digitization, clean energy, and electric mobility see accelerated growth, record-breaking climate disasters and widening global wealth inequality continue to serve as critical macro-drivers for impact investing. Ames Imprint confirms a lack of financial trade-offs in long-term strategies, indicating that rigorous research can align financial returns with stakeholder resilience and inclusive growth goals.
- Goldman Sachs9 min
Jean Salata, CEO and Founding Partner of Baring Private Equity Asia
John Salata of Bering Private Equity Asia outlines a strategic pivot from pandemic defensive measures to offensive "bolt-on" acquisitions in digitalization-focused sectors like healthcare and software. While the firm integrates ESG standards and navigates the trust challenges of virtual due diligence, Salata forecasts resilient US market growth driven by low interest rates despite deteriorating but non-breakable US-China political relations. Ultimately, the discussion emphasizes that long-term compounding and stakeholder capitalism remain critical success factors for investors navigating this evolving landscape.
- Goldman Sachs7 min
The Rise of Sustainable Consumerism
Sustainable consumer brands like Beyond Meat, Oatly, and Vital Farms have achieved rapid market expansion and multi-billion dollar valuations, driven by a surge in Millennial interest and pandemic-induced scrutiny of environmental footprints. This demand has catalyzed a financial shift where ESG-focused funds see record equity inflows and high-ESG stocks outperform their counterparts, prompting investors to prioritize metrics ranging from carbon reduction to board diversity. Consequently, the current market landscape represents an acceleration of established concepts like plant-based proteins and electric vehicles rather than entirely new categories, as capital flows increasingly toward companies demonstrating measurable social and environmental governance.
- All-In Podcast11 min
SPAC talk with Chamath Palihapitiya, David Friedberg, David Sacks & Jason Calacanis | from Episode 7
Chamath Palihapitiya, David Friedberg, David Sacks, Jason Calacanis
Chamath Palihapitiya positions Special Purpose Acquisition Companies as "IPO 2.0," offering founders certainty on valuation and proceeds while bypassing the underpricing risks of traditional investment bank roadshows. This strategy addresses a shrinking supply of public listings by enabling high-growth SaaS firms to target public markets earlier, specifically around a $50 million revenue run rate. Although the SPAC ecosystem now includes prominent figures like Bill Ackman and Reid Hoffman, Palihapitiya warns that success requires deep operational insight rather than mere financial arbitrage.
- Goldman Sachs7 min
The Landscape for German Corporates
Held in Munich over three days, the 2024 German Corporate Conference engaged nearly 2,000 investors with 67 CEO and CFO fireside chats that highlighted a shifting European market where technology now outweighs banking in size. Despite macroeconomic headwinds from Germany's post-war recession, attendees noted that fiscal stimulus and pandemic containment have positioned the DAX to outperform broader European indices while top firms view new activity restrictions as already priced into Q2 guidance. The event further identified sustainability and decarbonization as dominant long-term investment themes, underscored by positive ESG fund flows that contrasted sharply with outflows in traditional equity sectors.
- Goldman Sachs19 min
Meredith Kopit Levien, CEO of The New York Times Company
New York Times CEO Meredith Kopit Levien is steering the organization from a traditional journalism house into a scalable, direct-to-consumer digital subscription business targeting a global market of 100 million payers. By pivoting resources toward a world-class tech operation and leveraging high-growth audio assets like *The Daily*, the Times has successfully crossed a critical inflection point where digital revenue now surpasses print income. This strategic transformation capitalizes on shifting consumer habits to reduce reliance on declining print advertising while positioning the brand's independence as a key differentiator in a polarized media landscape.
- The Economist11 min
America’s pandemic election: what could go wrong?
Amidst the global pandemic and systemic barriers to voting, the 2020 U.S. presidential election faces unprecedented risks of chaos due to a sitting president's refusal to guarantee a peaceful transfer of power and widespread concerns over mail-in ballot processing. With 228 pending legal challenges and a high probability of an information vacuum on election night, experts warn that a close result could trigger civil unrest if the loser, projected to be Donald Trump, rejects the outcome. While early voting strategies aim to mitigate logistical failures, the convergence of disinformation campaigns and external interference threatens to destabilize American democracy globally.