Latest Interviews
Showing 1891–1905 of 2,590 transcripts.
Clear all filters- Goldman Sachs19 min
Stephen Hawthornthwaite, Chairman and CEO of Rothy’s
Stephen Hawthornthwaite, Jennifer Davis, Stephen Hawthorne-Puig
Founded in 2012 by finance professionals Stephen Hawthorne-Puig and Roth Martin, Rothy's revolutionized the footwear market by launching seamless, machine-washable shoes produced from recycled plastic through a vertically integrated supply chain. The company achieved profitability in 2016 while remaining self-funded, leveraging 3D knitting technology and a core sustainability strategy to build a loyal customer base that drives over half of its traffic through word-of-mouth. Now expanding into handbags and exploring international growth and physical retail, Rothy's maintains a robust research pipeline for men's footwear while continuing to prioritize long-term sustainability over rapid scaling.
- Dwarkesh Patel55 min
Caleb Watney - America's Innovation Engine
Caleb Watney, Tom Cotton, Eric Weinstein, Biden, Trump
Caleb Watney warns that America's innovation engine is stagnating due to declining high-skill immigration, the erosion of physical industrial clusters, and rigid university systems. He argues that maintaining U.S. technological leadership requires specific policy reforms, including replacing the H-1B lottery with salary-based ranking and increasing federal R&D efficiency to counter geopolitical challenges from authoritarian rivals. Ultimately, Watney posits that unlocking talent through open immigration and reducing regulatory barriers is the most effective strategy to preserve the dynamic ecosystem necessary for sustained economic growth.
- Dwarkesh Patel1h 40m
Robin Hanson - The Long View and The Elephant in the Brain
Economic theorist Robin Hanson argues that the lack of autonomous "units of selection" capable of long-term resource hoarding prevents organizations from achieving sustained growth or driving interest rates below economic expansion. He further contends that human behavior and institutions are primarily driven by hidden evolutionary motives and status signaling rather than conscious rationality, which explains the persistence of inefficiencies in academia, politics, and family dynamics. Looking forward, Hanson predicts that remote work will eventually enable planet-wide specialization through digital social infrastructure, while advocating for localized institutional experimentation and prediction markets to foster genuine governance innovation.
- a16z15 min
Healthcare: The Great Unlock
Accelerated by the pandemic, the healthcare sector is compressing a decade of transformation into two to three years through a fundamental shift from local, fee-for-service models to national, digital-first, value-based care. This dislocation is driven by labor reversals, insurance coverage changes, and regulatory mandates that favor remote care, forcing legacy providers to cede ground to startups owning the end-to-end patient journey. Consequently, a once-in-a-generation opportunity has emerged for startups to replace fragmented infrastructure with an automated, interoperable operating system that utilizes AI for intelligent supply-demand matching and dynamic insurance products.
- Goldman Sachs8 min
Carbon Offsets and the Climate Transition
The carbon offset market functions as a temporary financial bridge for heavy industries unable to immediately decarbonize, offering compliance and voluntary options ranging from renewable investments to forestry projects. Despite growing shareholder pressure and expanded Scope 3 reporting mandates, the sector faces significant skepticism regarding pricing volatility, verification risks, and its inability to fundamentally shift business models. While Asian companies lag in adopting climate targets, global firms in steel, cement, and transportation face future margin contractions as carbon prices rise, necessitating a strategic pivot away from reliance on offsets toward genuine operational decarbonization.
- The Economist10 min
Covid-19: what will happen to the global economy?
Zanny Minton Beddoes, Edward Carr
The pandemic has triggered the deepest global recession since the 1930s, establishing a permanent "90 economy" where behavioral shifts rather than lockdown mandates drive lasting contraction in sectors like tourism and manufacturing. While the United States has retreated from global coordination, China is expanding its digital financial influence, though a full displacement of the US dollar remains a prolonged process due to historical inertia. Concurrently, developing nations face acute vulnerability from debt burdens and export shocks, while youth unemployment risks causing long-term labor market scarring that necessitates diversifying supply chains rather than abandoning globalization.
- The Economist10 min
Covid-19: what you need to know about the second wave
Zanny Minton Beddoes, Slavea Chankova
Experts anticipate recurring, localized waves of the virus driven by specific vulnerable populations until a vaccine achieves herd immunity. Governments are expected to prioritize targeted restrictions over broad lockdowns to mitigate economic fallout, though compliance may wane as public fatigue sets in. Simultaneously, unprecedented scientific collaboration contrasts with weak multilateral coordination on trade and travel, while authoritarian regimes leverage the crisis to consolidate power and democratic institutions face heightened risks regarding civil liberties and election security.
- Milken Institute33 min
A Conversation with Federal Reserve Bank of St. Louis President and CEO James Bullard
St. Louis Fed President James Bullard explains that the U.S. economy is adapting to pandemic risks through endogenous behavioral changes rather than broad lockdowns, projecting output recovery to 90% of normal levels despite historical quarterly declines. Bullard contrasts his view of a new steady state with host Josh Barrow's concern over permanently lower living standards, while addressing the dual policy challenge of balancing business preservation with market dynamism. Furthermore, Bullard highlights the strategic necessity of preventing a secondary financial crisis and identifies eliminating racial unemployment gaps as a critical metric for ideal monetary policy outcomes.
- Goldman Sachs11 min
The Scale and State of the Semiconductor Industry
Facing a projected 10% semiconductor industry decline in 2020 driven by pandemic-induced global GDP contraction, market dynamics have diverged with robust cloud computing demand offsetting weakness in handsets and automotive sectors. While the supply chain demonstrated unexpected resilience outside of specific disruptions in Wuhan, Malaysia, and the Bay Area, geopolitical trade restrictions and US-China tensions continue to create significant regulatory uncertainty for major OEMs like Huawei. Simultaneously, competitive pressures have intensified as top buyers consolidate purchasing power and tech giants vertically integrate their chip designs, shifting the battlefield toward advanced manufacturing triopolies and diversified data center compute cycles.
- Goldman Sachs8 min
Telehealth’s Rapid Rise
Telehealth has rapidly expanded from primary care to encompass mental health, chronic disease management, and biopharma engagement through employer benefits, direct-to-consumer models, and integrated hospital systems. Regulatory shifts during the pandemic, including Medicare reimbursement parity and cross-state licensing, removed historical barriers while maintaining HIPAA compliance to address privacy concerns. This evolution drives long-term cost reductions by prioritizing home-based care and improving access for underserved populations, although certain specialties like anesthesiology remain physically constrained to in-person interactions.
- Goldman Sachs27 min
Paul Farmer CBE, CEO of Mind
Experts and organizations including Mind, Samaritans, and Goldman Sachs are addressing a pandemic-induced surge in mental health crises by promoting protective strategies such as strict routine maintenance, digital detoxification, and structured remote work environments. Historical precedents from the SARS outbreak and 2008 economic crash inform current protocols for vulnerable demographics, including frontline workers facing PTSD risks and students navigating educational uncertainty. Ultimately, the initiative aims to leverage these challenges to normalize mental health care as a societal priority and institutionalize resilience-building practices for the next decade.
- Goldman Sachs11 min
India’s Response to the Economic Downturn
Goldman Sachs revised India's FY21 growth forecast to 1.6% after projecting a 220 basis point contraction from the nationwide lockdown and 150 basis points from global contagion, marking a deeper downturn than historical recessions but milder than the 1979 decline. The outlook anticipates a severe Q1 and Q2 recession followed by a H2 recovery dependent on infection control, expanded fiscal stimulus beyond the initial 0.8% GDP package, and continued monetary easing by the Reserve Bank of India. While Foreign Institutional Investors have withdrawn over $17 billion, the Indian Rupee remains relatively resilient due to a benign current account deficit and substantial foreign exchange reserves, though short-term depreciation is expected before stabilizing at approximately 72 INR/USD within a year.
- The Economist12 min
Covid-19: more questions about coronavirus, answered
Ed Carr, Alok Jha, Edward Carr
Policymakers and economic analysts are addressing the severe trade-off between strict disease containment and deepening economic contraction, with US Treasury Secretary Steve Mnuchin warning that unemployment could reach 20% without intervention. The event evaluates the likely L-shaped recession trajectory while examining how global aid, healthcare disparities, and the virus's seasonal mutation patterns will shape long-term recovery. Ultimately, the discussion emphasizes the necessity of international cooperation to restore scientific trust and accelerate vaccine development within an 18-to-24-month window despite rising nationalistic trends.
- a16z45 min
How Gaming is Changing the Media Landscape
This event analyzes the transformative growth of the global games industry, which now surpasses traditional media in revenue and audience size by leveraging real-time 3D rendering and a shift toward "Games as a Service" business models. It details how major technology firms like Unity and Tencent are driving vertical integration in esports and expanding into non-gaming sectors such as automotive and architecture through photorealistic digital twins. The discussion further addresses critical technical challenges in cloud gaming latency and forecasts a future where AI, 5G, and cross-platform ecosystems create persistent virtual economies accessible to billions of users worldwide.
- Goldman Sachs24 min
Rahm Emanuel, Former Chicago Mayor and Author of "The Nation City"
Political leader Rahm Emanuel argues that global power has permanently shifted from dysfunctional national institutions to local governments, where 75% public confidence drives mayors to assume federal responsibilities in climate action, education, and economic growth. Citing Chicago's transformation of its school system and energy grid, Emanuel demonstrates how local leadership can achieve measurable outcomes, such as raising high school graduation rates from 56% to nearly 80%, while overcoming federal gridlock. He asserts that this structural realignment is irreversible and calls for a political strategy focused on execution and enabling policy rather than broad, unfulfillable campaign promises.