Latest Interviews
Showing 1216–1230 of 2,162 transcripts.
Clear all filters- 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 Sachs7 min
What’s Ahead for the U.S. Dollar?
Goldman Sachs Research abandoned its dollar-short strategy following flat Q1 201 results but identified the euro as a primary appreciation target with a 12-month forecast of 1.28. Co-Head Zach Pandel attributes this bullish European outlook to stabilizing pandemic conditions, accelerating vaccinations, and anticipated adjustments to the European Central Bank's bond purchase program. Simultaneously, the firm projects a long-term decline in the dollar's reserve currency share due to competition from a common European bond market, China's financial opening, and negative impacts from the Biden administration's proposed corporate tax hike.
- Goldman Sachs20 min
Whenever, Wherever: Seamless Commerce is the Future of Retail
Jennifer Davis, Vishaal Rana, Jake Seward, Jen Davis
Recorded on April 5, 2021, this analysis details the retail sector's rapid pivot from defensive survival to offensive growth, driven by a decade's worth of e-commerce growth compressed into a single quarter and fueled by significant economic stimulus. Major market shifts include a 100% surge in M&A activity dominated by SPACs, the emergence of experiential physical stores, and the rise of resale platforms expanding twenty-five times faster than the broader industry. While traditional giants like Target and Walmart leverage existing footprints to compete with Amazon, the landscape remains defined by a critical capability gap in omni-channel personalization and an accelerating board-level mandate for sustainability and supply chain traceability.
- Goldman Sachs11 min
The Evolution of ESG Financing
In 2019, the US corporate ESG financing market reached a watershed $31 billion in supply, rapidly expanding into high-yield segments where Sustainability-Linked Bonds now drive issuance by tying interest rates to specific KPIs. While investor accountability mechanisms link executive compensation to decarbonization milestones and regulatory frameworks like SASB intensify disclosure requirements, market evolution is shifting from product-specific funding to assessing overall corporate ESG substance to determine credit spreads. Goldman Sachs and other institutions anticipate that future financing will decouple from bond structures, favoring companies with robust sustainability programs that align with pre-existing climate commitments and attract capital regardless of specific product types.
- The Economist10 min
The Trial of the Chicago 7: fact v drama
In an *Economist Asks* podcast discussion regarding his Oscar-nominated film *The Trial of the Chicago 7*, writer Aaron Sorkin defends the use of artistic truth over strict journalistic accuracy to highlight parallels between 1968 protests and 2020 racial justice demonstrations. Sorkin justifies specific narrative compressions, such as condensing Bobby Seale's four-day ordeal into a single sequence and reassigning a Vietnam casualty reading to Tom Hayden, as necessary dramatic choices to preserve the emotional core and ideological tension between incrementalism and revolution. He concludes that while these creative liberties alter the historical timeline, they ultimately serve the film's thesis without distorting the spirit of the actual events.
- 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.
- The Economist8 min
How AI is transforming the creative industries
Experts at the event analyzed how AI acts as a collaborative tool that reshapes the creative arts landscape rather than simply displacing human artists. Key figures such as artist Mario Klingermann and Professor Marcus de Sautoy highlighted the emergence of new roles like data curators while addressing urgent legal challenges regarding intellectual property and voice mimicry. The consensus points toward a future where these technologies foster unprecedented forms of artistic expression, though the industry must navigate significant ethical and regulatory transitions to protect current creators.
- 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 Sachs10 min
Launch With GS Interviews Sivan Shamri Dahan in Celebration of Women’s History Month
Sivan Shamri Dahan, Suzanne Gauron, Suzanne Gorin
Goldman Sachs' "Launch with GS" Opportunities Fund invested in Kummer Capital's portfolio company Coomera, reinforcing a strategic focus on female leadership within the venture capital sector. Sivan Shamri-Dahan highlighted the resilience of Israel's deep tech ecosystem, noting how the pandemic accelerated growth in AI-driven solutions and digital health platforms like Joy Tunes and DogSpace. To address the gender gap where women-led startups comprise only 8% of successful funding recipients, Shamri's Women's Founders Forum has guided 45 companies to raise over $200 billion while aiming to double the number of women CEOs in the industry within five years.
- 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.
- The Economist14 min
The remote-working revolution: how to get it right
Experts analyze the permanent integration of remote work, highlighting divergent global adoption rates and emerging legal complexities regarding tax liability and employment jurisdiction across nations like Finland and France. The discussion further examines operational risks such as workplace inequality, where junior staff face hurdles in networking and ergonomic safety, prompting corporate policy shifts including salary adjustments and office space reductions. Ultimately, the convergence of evolving national legislation and internal employer frameworks aims to establish sustainable boundaries for working hours, digital privacy, and future organizational structures.
- 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 Sachs17 min
A Guide to Bubbles and Why We Are Not in One
Peter Oppenheimer, Jake Seward
Peter Oppenheimer identifies that while seven of the nine historical indicators of market bubbles are currently present, the absence of excessive private sector leverage and the current position within an economic recovery cycle distinguish today's environment from past systemic crises. He notes that although mega-cap technology dominance and record equity valuations are significant, they are supported by strong corporate profitability and low bond yields rather than the speculative exuberance that characterized bubbles like the 1999 tech crash. Oppenheimer concludes that while these elevated valuations likely presage lower long-term returns, the market lacks the immediate fragility of a full-blown bubble unless interest rates rise significantly to undermine current conditions.
- Goldman Sachs7 min
What Europe’s Reopening Means for Economic Growth
Goldman Sachs forecasts a robust 2021 European economic rebound driven by vaccine rollouts, projecting 7.1% GDP growth for the UK and 5.1% for the Euro Area despite near-term infection risks. The recovery will feature significant divergence, with Germany returning to pre-pandemic activity levels by the third quarter ahead of Italy and Spain due to its exposure to the global industrial cycle and stronger fiscal support. This optimistic outlook is further bolstered by massive excess household savings estimated at 30% of GDP in the UK and 15% in the Euro Area, which could accelerate consumption if restrictions ease as anticipated.