Latest Interviews
Showing 1–8 of 8 transcripts.
Clear all filters- Goldman Sachs9 min
David Solomon Joins CNBC to Discuss 2Q Earnings, the Deal-Making Environment, and AI
Goldman Sachs reported a 39% year-over-year revenue increase and 78% earnings growth, attributing this performance to a "technology super cycle" where AI infrastructure demands have created a capital formation environment with supply constrained by high demand. Management characterized the current market as being in the early stages of a long-term trend, citing the $1 trillion in capex from six major firms and robust capital raising activity from entities like Alphabet as evidence of sustainable growth rather than a bubble. Despite acknowledging potential economic dislocations, the firm expects the U.S. economy to navigate speed bumps effectively while leveraging strong client demand to drive selective deal origination and $20 billion in quarterly revenue across capital markets, M&A, and wealth management.
- Goldman Sachs20 min
Steven Mnuchin: Navigating Credit Cycles, AI Investment, and Fiscal Policy
A leading economic strategist analyzes a converging trajectory of massive AI-driven capital expenditure, a resilient credit market dominated by private lending, and persistent fiscal challenges stemming from a 125% debt-to-GDP ratio. The speaker argues that while aggressive infrastructure build-outs and trade tariffs create market volatility, sustained economic growth of 3% or higher remains essential to maintain U.S. fiscal health and global currency dominance. Despite identified risks in labor supply and political spending inaction, the outlook projects continued U.S. outperformance through strategic technological adoption and a shift in banking dynamics.
- Goldman Sachs13 min
10KSB Voices Rural Advocacy Conference in DC: David Solomon with Program Graduate & Punchbowl News
David Solomon, Anna Palmer, Jenny Steffensmeyer
Goldman Sachs CEO David Solomon and small business owner Jenny Steffensmeyer discussed critical challenges facing the "10,000 Small Business Voices" program, including capital access, workforce shortages, and a significant rural artificial intelligence adoption gap. Solomon expressed optimism that a Republican-controlled administration will reduce regulatory burdens to stimulate growth, while Steffensmeyer highlighted that technological upskilling remains impossible without affordable financing. To address these disparities, the group urged Congress to deregulate small businesses, simplify SBA lending, and provide incentives to level the competitive playing field.
- Goldman Sachs15 min
Marc Benioff on how Salesforce is seizing on AI opportunities
Salesforce CEO Marc Benioff positions the company's new AgentForce platform as a critical industry shift designed to replace ineffective AI pilots with autonomous agents that augment existing workforces without requiring proprietary model training. By leveraging a foundational data cloud strategy, the system aims to boost revenue and operational efficiency across sales, service, and marketing while specifically addressing issues like healthcare worker burnout. With the platform set for public release next week, Benioff anticipates an immediate industry-wide adoption as clients gain the ability to deploy custom, high-performing agents that operate with significant speed and security.
- Goldman Sachs20 min
David Solomon on the global economy, deal-making environment, and the firm’s strategic priorities
Goldman Sachs CEO David Solomon outlines a 2024 economic outlook defined by reduced recession risk, persistently higher interest rates, and significant geopolitical headwinds from conflicts in Ukraine and the Middle East. Capital markets are projected to rebound from recent lows through a resurgence in M&A activity and private equity, driven by pent-up demand and upcoming refinancing waves. Meanwhile, corporate strategies are pivoting to balance energy security needs against sustainability goals while accelerating AI adoption to navigate complex regulatory landscapes and strengthen core banking franchises.
- Goldman Sachs18 min
Joseph Tsai - Co-Founder and Executive Vice Chairman, Alibaba Group
Joseph Tsai, David Solomon, Joe Tsai
Goldman Sachs hosted its inaugural "Business & Investing" event in China, featuring a strategic discussion between CEO David Solomon and Alibaba Executive Vice Chairman Joe Tsai. Tsai detailed Alibaba's evolution from a small Hangzhou startup into a global powerhouse, highlighting its defensive expansion logic, proprietary technology investments, and the unique 40-member Partnership system designed to preserve corporate culture. The conversation also offered actionable guidance on scaling entrepreneurship through mission-driven focus, leadership humility, and long-term talent development.
- Goldman Sachs10 min
“Catch-Up With David”: ThirdLove’s Heidi Zak and David Spector
Heidi Zak, David Spector, David Solomon
Co-founded by Heidi Zak and Dave Binnings, Third Love disrupted the intimate apparel market by leveraging a proprietary "Fit Finder" algorithm that analyzed millions of user data points to address the statistic that 80% of U.S. women wear incorrect bra sizes. The company successfully scaled its operations to produce hundreds of thousands of units monthly without external venture capital, distinguishing itself from competitors through a female-centric culture and marketing focused on inclusivity rather than traditional retail narratives. This data-driven approach, combined with their dual-CEO leadership model, enabled the founders to refine 70 unique bra sizes and build a resilient supply chain that prioritizes precise fit and customer satisfaction over conventional industry practices.
- Goldman Sachs9 min
"Catch-Up With David": Lloyd Blankfein
Lloyd Blankfein, David Solomon
Outgoing CEO David Solomon prepares his successor by urging the management of the transition chasm and a strict prioritization of stakeholder obligations over personal entitlement. Drawing on a decade of experience, he emphasizes that leadership demands constant engagement with difficult decisions and utilizes public platforms strictly to serve the firm's interests. Solomon steps down to facilitate a fresh vision, advising the incoming leader to sustain a marathon pace of humility and energy while anticipating his own future shift toward unrestrained personal expression.