Latest Interviews
Showing 496–510 of 1,198 interview transcripts.
Clear all filters- Goldman Sachs24 min
What’s Next for M&A?
Stephan Feldgoise, Mark Sorrell, Allison Nathan
Goldman Sachs reported that global M&A activity shattered 2021 records with approximately 400 transactions exceeding $500 million, driven by boards prioritizing long-term strategic positioning over short-term metrics despite geopolitical and inflationary concerns. Private equity's market share expanded to 35% as sovereign funds and family offices engaged in controlling investments, facilitating a resurgence of mega leveraged buyouts and encouraging stock-based deal structuring amid high valuations. With activist campaigns surging and digital transformation compressing execution timelines, the firm maintains a cautiously optimistic outlook for 2022, anticipating deal volumes to match or exceed the previous year's high benchmark.
- Goldman Sachs30 min
Investing in Climate Change 2.0
Mark Carney, Chris James, Alison Nathan, Evie Hambro, Caspar Lorenzen, Jeff Curry
Leading financial institutions and investors, including Mark Carney, Engine No. 1, and BlackRock, are deploying a strategy of active engagement to steer $130 trillion in assets toward a net-zero future, effectively challenging high-emitting industries like ExxonMobil through proxy campaigns and portfolio adjustments. This approach asserts that climate action aligns with fiduciary duty by mitigating long-term risks and capitalizing on market shifts, while experts like Goldman Sachs' Jeff Curry emphasize that private sector efforts alone are insufficient without government-mandated carbon pricing and standardized disclosure frameworks. Ultimately, achieving the required $4 trillion annual climate investment by 2050 depends on a hybrid model where voluntary decarbonization plans are reinforced by binding public policies to ensure efficient capital allocation and affordable energy transitions.
- Goldman Sachs20 min
Sumayya Vally, Founder and Director of Counterspace
Johannesburg-based architect Sumaya Valli, drawing from her apartheid-era childhood, designed the 2024 Serpentine Pavilion to honor marginalized gathering spaces inspired by London's Caribbean heritage while utilizing reclaimed cork, steel, and micro-cement. Her firm Counterspace further applied this philosophy through the Folded Skies installation, which transforms toxic mining soil into iridescent materials to visualize Johannesburg's extraction history. Alongside these projects, Valli established a three-year network to sustainably support ten artists annually who intersect art, social justice, and ecology.
- Goldman Sachs35 min
Patrick Cantlay, 2021 PGA TOUR Player of the Year
PGA Tour Player of the Year Patrick Cantlay recounts his triumphant return from a three-year spinal injury and the personal tragedy of losing his best friend, crediting a dedicated rehabilitation team and mechanical adjustments for his recent success. Drawing on the pressure management techniques honed during his Ryder Cup victory, Cantlay discusses his strategic approach to performance and his belief that advancing golf ball distance threatens the architectural integrity of historic courses. Looking ahead, he targets major championships like the 2022 British Open while emphasizing the importance of balancing competitive intensity with personal well-being to sustain his career.
- Goldman Sachs24 min
Mardy Fish, Former Professional Tennis Player
Former professional tennis player and Davis Cup captain Morty Fish details his journey from a junior prodigy to a top-ranked athlete before overcoming severe anxiety and panic attacks in 2012. Following a critical intervention by his wife, Fish prioritized his mental health over his career, returning to the sport in 2015 to compete with resilience rather than a desire for victory. Now a mental health advocate, Fish uses his platform to normalize vulnerability in high-pressure environments and encourage others to seek professional help for psychological struggles.
- Goldman Sachs17 min
Redefining the Retirement Landscape
Goldman Sachs Asset Management conducted its inaugural retirement survey of over 1,200 participants to contrast the financial hurdles and retirement timing of workers against those of retirees, revealing that health issues and job losses frequently force early departures for retirees while inflation and debt constrain current savings. The data highlights significant demographic disparities, noting that women often retire earlier than planned and feel less secure in their savings than men, whereas younger generations display optimistic yet unrealistic expectations regarding income replacement and retirement ages. In response to these findings and a shifting employment landscape, employers are increasingly transitioning from standalone 401(k) plans to comprehensive retirement programs that integrate financial wellness tools, student loan assistance, and lifetime income vehicles to address systemic gaps and retain talent.
- Goldman Sachs55 min
Dr. Scott Gottlieb, Author of “Uncontrolled Spread” and Former FDA Commissioner
Dr. Scott Gottlieb, Charmaine Mosavar-Rahmani
Dr. Gottlieb discusses the Omicron variant's rapid transmission and reduced severity in South Africa while arguing that booster shots provide sufficient protection against severe disease without the need for immediate variant-specific vaccines. He outlines a shift toward endemic management strategies, emphasizing seasonal vaccination, improved air filtration, and the distribution of home diagnostics as key components of future pandemic preparedness. The analysis further critiques historical data suppression and institutional hesitation, calling for a national security approach to building resilient public health infrastructure.
- Goldman Sachs20 min
Monique Rodriguez, Founder and CEO, Mielle Organics
Monique Rodriguez established Miel Organics in 2014 as a fastest-growing natural hair care brand by leveraging her nursing background to prioritize ingredient integrity and bootstrap funding before securing the capital needed for global retail expansion. Beyond product sales in 87 countries, the company launched the "More Than a Strand" fund to support Black women and students while differentiating its market position through an authentic CEO-to-consumer connection that rejects the notion of a saturated industry. Rodriguez's strategic vision targets becoming the number one globally recognized Black-owned beauty company by 2030 by addressing the demographic shift toward textured hair and cultivating a next generation of entrepreneurs through humility and community investment.
- Goldman Sachs22 min
What India’s Digital Transformation Means for Markets, Investors and Economic Growth
Tim Moe, Sunil Koul, Santanu Sengupta, Allison Nathan
Presented by Goldman Sachs, the 2022 session forecasts India's GDP growth at 9.1% while warning that equities trade at historically high valuations necessitating a three-rate hike trajectory by the Reserve Bank of India. Analysts highlight a structural shift where the "new economy" sector's weight in indices could surge to 15–16%, mirroring China's past decade of wealth creation despite near-term headwinds from inflation and a robust IPO pipeline. The discussion concludes by outlining key risks related to balance of payments and wage inflation that could complicate monetary normalization as the region pursues this digital transformation.
- Goldman Sachs33 min
What’s Ahead for Global Economies and Markets in 2022?
Jan Hatzius, Dominic Wilson, Alison Nathan
Goldman Sachs projects global growth to reach 4.5% in 2022 as post-pandemic reopening boosts fade, yet maintains optimism driven by household savings and continued vaccine efficacy. The outlook features regional divergence with advanced economies outperforming emerging markets like China, which faces deceleration due to property sector weaknesses, while inflation forecasts are revised upward for the US and UK amid potential wage-driven pressures. Consequently, monetary policy is expected to shift from tapering to rate hikes starting mid-2022, creating a volatile market environment where rising real yields could test equity valuations and elevate bond yields across major economies.
- Goldman Sachs35 min
Sebastian Junger, Journalist, Documentary Filmmaker, Author of Freedom
Sebastian Junger, Vani Kasanoff
Sebastian Younger, a former trade worker turned journalist and veteran witness to Ahmad Shah Massoud, explores the psychological duality of war and the necessity of personal sacrifice for genuine freedom. He critiques modern individualism and opportunistic leadership while advocating for Veterans Town Hall events to bridge the moral divide between soldiers and civilians. Younger's perspective is further anchored by his own survival of a near-fatal aneurysm, which reinforced his belief that the precarious nature of life demands a communal responsibility transcending political or religious frameworks.
- Goldman Sachs25 min
Inflation: Here Today, Gone Tomorrow?
Allison Nathan, Mohamed El-Erian, Jan Hatzius
Prominent economists Mohamed El-Erian and Jan Hatzius debate whether the current U.S. inflation surge is a transient phenomenon driven by commodity spikes or a persistent structural deficit caused by labor force changes and supply chain rewiring. While Hatzius anticipates inflation will normalize to a 2% to 2.5% range following a mid-June taper, El-Erian warns that the Federal Reserve risks a Type 2 error by underreacting to secular trends, potentially forcing a sharper policy correction later. The dialogue further highlights diverging views on labor market tightness and market valuations, with El-Erian cautioning that distorted liquidity has created a "rational bubble" that could collapse if inflation expectations de-anchor.
- Goldman Sachs30 min
Rick Rieder, CIO of Global Fixed Income, BlackRock and Jan Hatzius, Chief Economist, Goldman Sachs
Rick Rieder, Jan Hatzius, Tony Pasquariello
Goldman Sachs Chief Economist Jan Hatzius and BlackRock's Rick Reeder debate the trajectory of U.S. inflation, with Hatzius forecasting a return to 2% by next year while Reeder warns of structural stickiness driven by wage pressures and corporate pricing power. The panelists assess the sustainability of current U.S. debt levels through low real interest rates and critique past fiscal interventions, noting that the 2021 American Rescue Plan was larger than necessary compared to the decisive pandemic response. Shifting to investment strategy, Reeder advocates for growth equities and European credit, whereas Hatzius emphasizes evolving forecast models that prioritize probability distributions over single-point predictions to navigate the current economic regime.
- Goldman Sachs18 min
Ruth Davidson, Baroness of Lundin Links
Ruth Davidson, Ruth Davidson, Baroness of Lundin Links, Adam Crook
Former Scottish Conservative Leader Ruth Davidson, who transitioned from the BBC to elected office in 2010, now champions mental health parity and LGBTQ+ rights while condemning the toxic pressures of modern social media. In her current role chairing the ICV's mental health advisory group, she is directing £1.3 million in raised funds toward critical support services and advocating for policy reforms that integrate well-being into housing, military transitions, and urban planning. Beyond service expansion, Davidson continues to push for constructive discourse on trans rights, urging politicians to prioritize practical human needs over abstract ideological conflicts.
- Goldman Sachs22 min
Accelerating Transition
John Goldstein, Kara Mangone, Alison Nathan
At the November 10, 2021 discussion, Goldman Sachs executives John Goldstein and Cara Mangone outlined the firm's $750 billion strategic commitment by 2030 to bridge the critical policy gap between private sector action and public sector mandates. To address the $3 trillion to $5 trillion annual capital shortfall and data complexity hurdles, the bank established a Sustainable Finance Group that integrates client decarbonization diagnostics with operational tools for green bonds and renewable power hedging. The event concluded by emphasizing a transition from pilot programs to scalable solutions, including new partnerships like the Asian Development Bank grant and the development of the Open Source Climate initiative.