Latest Interviews
Showing 406–420 of 1,198 interview transcripts.
Clear all filters- Goldman Sachs16 min
Astro Teller, Captain of X, The Moonshot Factory with George Lee
Established over a decade ago as Google's moonshot laboratory, X incubates high-risk global solutions by prioritizing intellectual honesty and rapid experimentation over immediate commercial success. The organization distinguishes itself through a unique incentive structure that rewards employees for the quality of their data and the validity of their pivots, even when projects fail to meet operational targets. By fostering a cultural infrastructure where teams can safely explore radical ideas, X enables the creation of independent ventures and drives scalable innovation across sectors ranging from autonomous logistics to computational agriculture.
- Goldman Sachs36 min
Emma Grede, CEO and Co-founder of Good American with Kim Posnett
Emma Greed leverages early-career naivety and a customer-centric strategy to co-found Good American and Skims, successfully filling a $10 billion market gap for inclusively sized apparel while prioritizing rigorous product quality over celebrity endorsements. As Chairwoman of the 15% Pledge, she mandates non-negotiable diversity across operations and supply chains, generating billions in opportunity for Black-owned businesses and driving record-breaking revenues like Skims' $100 million in six months. Greed's leadership philosophy rejects traditional work-life balance in favor of immediate community feedback and a resilient board structure, ensuring that corporate citizenship and inclusive sizing remain central to long-term brand survival.
- Goldman Sachs36 min
Why investors are leaning into alternatives: Apollo’s Marc Rowan
Apollo Global Management CEO Mark Rowan details the firm's strategic integration with its subsidiary Athene, a move that created the world's largest retirement services business and positioned Apollo to double its investment-grade credit business within five years. Facing a structural shift where institutional investors supply over 80% of debt capital, the firm is scaling capacity to replace waning bank liquidity while targeting $1 trillion in assets under management by 2026. This transition is driven by a culture of intellectual insubordination and deep mentorship, aiming to capture returns in alternative asset classes that are becoming increasingly dominant as public market alpha diminishes.
- Goldman Sachs24 min
A Conversation With Will Ahmed, Founder and CEO of WHOOP
Founded by Will Ahmed at Harvard's Innovation Labs, Whoop utilizes a wearable sensor capturing up to 1,000 times more physiological data than competitors to generate recovery scores that track metrics like heart rate variability and sleep quality. This continuous monitoring has enabled medical breakthroughs in predicting preterm birth and detecting COVID-19 infections before symptoms appear, while the company's subscription model and endorsement-free strategy secured adoption by elite athletes such as LeBron James. By shifting healthcare from a curative to a preventative model, the technology now guides users toward lifestyle improvements and has facilitated life-saving interventions for conditions like heart attacks through early anomaly detection.
- Goldman Sachs26 min
Will Guidara, Restaurateur and Former Co-Owner of Make It Nice Hospitality Group
Over an eleven-year tenure from 2006 to 2017, Will Guidara elevated Eleven Madison Park from a two-star brasserie to the world's number one restaurant by pioneering his "unreasonable hospitality" philosophy that prioritizes guest emotional connection over culinary perfection alone. Guidara dismantled rigid hierarchies and implemented radical operational strategies, such as the "Dream Weaver" role and a proactive dessert trolley, which drove a 300% increase in dessert sales and secured a four-star rating from critic Frank Bruni. This transformative leadership not only navigated the 2008 recession through community building but also established a cultural framework that continues to redefine industry standards by empowering staff to create personalized guest experiences.
- Goldman Sachs27 min
As China reopens, what’s ahead for commodities in 2023?
Goldman Sachs economists project a 43% rally in commodities during 2023, driven by a convergence of China's economic rebound, persistent supply constraints, and a structural underinvestment cycle that mirrors the bullish conditions of 2007. Key demand drivers include a surge in Chinese oil and copper consumption alongside Europe's urgent need for energy capacity, while OPEC's pricing power remains elevated due to limited spare production outside the Gulf region. Consequently, the report positions the complex as a superior hedge against inflation and market volatility, with copper offering a steadier risk-adjusted return compared to the higher volatility expected in oil markets.
- Goldman Sachs20 min
Tim Davie, Director-General, BBC
Marking its centenary, the BBC reports a £5.3 billion revenue model driven by a 60% surge in commercial earnings while strategically pivoting toward distinct high-trust content like natural history and impartial news rather than competing directly with global streaming giants. Amidst a shrinking global landscape for free press where 70% of the population lacks media freedom, the corporation has restructured production teams to serve external clients and is reinforcing its mission through live events that foster social cohesion. Facing intensified competition for senior talent, the organization is leveraging its legacy of independence and societal impact to retain staff while demanding market-based accountability alongside its public service values.
- Goldman Sachs18 min
The global economy in 2075: Growth slows as Asia rises
Goldman Sachs Research has released its 2024 iteration of the long-term global economic forecast, extending the projection horizon to 2075 across 104 economies to analyze structural drivers like demographics and productivity. The study predicts a global population peak of 10 billion by 2050, which will decelerate growth but enable low-income emerging markets to continue converging with developed nations, ultimately driving China to overtake the US economy by 2035 and India to catch up by 2075. While these structural trends support a shift of investment and corporate expansion toward emerging markets, the outlook remains vulnerable to specific risks including rising protectionism and climate change impacts on vulnerable economies.
- Goldman Sachs31 min
What’s ahead for economies and markets in 2023?
Jan Hatzius, Dominic Wilson, Alison Nathan
Goldman Sachs projects a 35% probability of a U.S. recession in 2023 despite a baseline forecast for positive growth driven by cooling inflation and a labor market correction via reduced job openings. The firm anticipates Federal Reserve funds rates peaking between 5% and 5.25% by May, followed by a pause and potential cuts in late 2024 as inflation targets 3%. While U.S. equity valuations remain constrained by tight labor and rich pricing, emerging markets and Europe offer deeper discounts supported by anticipated global growth recovery and a structurally weakening dollar.
- Goldman Sachs22 min
M&A in 2023: A complex but optimistic outlook for deal-making
Stephan Feldgoise, Mark Sorrell, Alison Nathan, Stefan Felgoys
The 2022 M&A market experienced a sharp downturn in the second half driven by rising interest rates and geopolitical uncertainty, which caused private equity activity to slow while strategic deals and mega-transactions remained resilient due to strong balance sheets. As valuation gaps widened between public and private sectors, boards shifted their focus from growth multiples to cost of capital, prompting a surge in structured transactions and increased activism targeting operational improvements. Looking toward 2023, Goldman Sachs projects a recovery fueled by record private capital liquidity and attractive valuations, provided financing markets stabilize enough to allow debt syndication without prolonged deal delays.
- Goldman Sachs26 min
What’s next for crypto regulations?
Jay Clayton, Timothy Massad, Marcel Kasumovich, Gary Gorton, Alison Nathan
Following the collapse of major industry players like FTX, former SEC Chair Jay Clayton and former CFTC Chair Timothy Massad advocate for immediate joint standards and a self-regulatory organization to address jurisdictional gaps while enforcing existing laws. This proposed framework aims to balance innovation with investor protection by establishing common rules for asset custody and fraud prevention, despite ongoing debate over whether the current regulatory environment suffers from a lack of clarity or inadequate federal oversight. While experts agree on the resilience of underlying blockchain technology, consensus is shifting toward the imminent introduction of stablecoin regulations and potential Central Bank Digital Currencies to mitigate systemic financial risks.
- Goldman Sachs23 min
The Outlook for Financial Services
Richard Ramsden, Alex Blostein, Alison Nathan
Banking executives report strong current performance and record-low loan losses despite widespread market fears of a recession, as capital markets and M&A activity remain suppressed by high interest rates and valuation resets. Strategic priorities are shifting toward digitalization, alternative assets, and energy transition to counter margin compression, while lenders maintain stable underwriting standards and anticipate a gradual normalization of credit conditions. Although investors anticipate a recovery in capital market activity in the second half of 2023, the sector continues to navigate significant uncertainty regarding unemployment, commercial real estate values, and the broader macroeconomic impact of Federal Reserve tightening.
- Goldman Sachs21 min
Carolyn Childers and Lindsay Kaplan, Co-founders of Chief
Carolyn Childers, Lindsay Kaplan, Asahi Pompei
Co-founded by Carolyn Childers and Lindsay Kaplan, Chief is a unicorn-level professional network that connects female executives through hyper-curated peer groups to combat the projected 200-year timeline to gender parity in senior leadership. Operating on a B2B model where most members are employer-sponsored, the platform bypasses traditional networking by facilitating deep cross-industry connections that address the unique isolation and compounded pressures faced by women at the apex of their careers. With membership spanning 80% of Fortune 100 companies and a 60,000-person waitlist, the organization is rapidly expanding its international presence while driving strategic shifts in workplace culture through its distinctive, non-gendered branding.
- Goldman Sachs15 min
Maverick Carter CEO/Co-founder, SpringHill Company
Co-founded by LeBron James and Maverick Carter, the Springfield Company operates as a content and commerce entity designed to build enterprise value through owned intellectual property rather than traditional management fees. Following a strategic capital raise, the 50-50 male-female firm is evolving its flagship platform "The Shop" into a global franchise with international reach on YouTube, featuring high-profile guests and brick-and-mortar expansions. Guided by a poker-inspired risk philosophy and a "More Than" ethos, the organization structures partnerships as co-productions to empower individuals while securing long-term brand relevance in the media landscape.
- Goldman Sachs24 min
Asset Allocation Outlook for 2023: Greater Diversification and Divergence
Christian Mueller-Glissmann, Alison Nathan
Goldman Sachs analyzes 2022's market turbulence, where real yield spikes and inflation-driven volatility caused equities and crypto to decline while commodities and the US dollar surged, fundamentally breaking traditional asset correlations. Looking ahead to 2023, the firm forecasts a high probability of recession and persistent market volatility as investors shift from the "TINA" narrative to seeking reasonable fixed income alternatives and real assets. Strategically, the outlook suggests avoiding overvalued cyclical equities while capitalizing on valuation discounts in international markets and a potential rotation away from the US dollar as it peaks.