Latest Interviews
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Clear all filters- The Economist8 min
Could markets topple the global economy?
A recent analysis argues that the AI-driven stock market boom masks severe economic fragility, with consumer wealth exposure now exceeding 1990s levels and AI revenue falling far short of capital expenditure requirements. A potential market correction would directly impair US households, likely prompting a Trump administration to manage bailouts through discretionary lending while triggering a global recession that could shift investor preference toward Europe. As the 2026 horizon approaches, rising fears of AI-driven job displacement in entry-level roles may accelerate corporate adoption of automation technologies as a cost-saving measure amid economic downturns.
- Goldman Sachs8 min
Alex Tapscott: The Blockchain Revolution - Talks at GS
Blockchain technology is being promoted as a second-generation Internet infrastructure that replaces centralized intermediaries with a distributed ledger to securely transfer value and establish identity for billions of unbanked individuals. By utilizing Bitcoin as an incentive mechanism to validate transactions, the network currently secures assets ranging from financial instruments to land titles, addressing specific failures in countries like Honduras and Haiti where traditional record-keeping collapsed. While the technology offers a path to resolve systemic poverty and identity crises through immutable registries, industry observers warn that the coming 18 months are critical for shifting from speculative investment to practical, daily-life utility before market momentum evaporates.