Latest Interviews
Showing 571–585 of 1,198 interview transcripts.
Clear all filters- Goldman Sachs41 min
Malcolm Gladwell, Author and Staff Writer at "The New Yorker"
Malcolm Gladwell, Stephen Chirr
Malcolm Gladwell traces the rise and fall of the "Bomber Mafia," a 1930s group of American aviators led by Haywood Hansell who sought to revolutionize warfare through precision bombing, only to have their doctrine discarded by Curtis LeMay in favor of mass firebombing that killed one million civilians. The narrative uses this historical pivot to argue that intellectual revolutions require the spontaneous, in-person collisions of a physical "crowd," a thesis Gladwell applies to critique modern remote work and highlight the transformative power of immersive audio formats. Ultimately, the story contrasts LeMay's remote execution of destruction with the Bomber Mafia's failure, underscoring how technological detachment alters the psychological and political thresholds of modern conflict.
- Goldman Sachs11 min
How the Transportation Sector’s Recovery Is Shaping Investment Opportunities
The transportation sector navigated a volatile 2020 shift where commercial aviation grounded 17,000 aircraft and triggered a 100–200% surge in air freight rates, while West Coast port congestion and labor migration exposed systemic logistical vulnerabilities. As consumer spending drove e-commerce penetration from 11% to 14% and truckload capacity rebounded to 99%, investment focus has pivoted from distressed airlines to undervalued industrial plays like railroads and less-than-truckload carriers. Despite record truck orders signaling imminent supply expansion that may compress trucking margins, analysts anticipate sustained pricing power for sectors leveraging the permanent structural shift in global supply chains.
- Goldman Sachs29 min
John F. Crowley, Chairman and CEO of Amicus Therapeutics
Amicus Therapeutics Chairman John F. Crowley leveraged his military background and personal family history with Pompe disease to guide the company through a strategic pivot that led to FDA-aligned pivotal trials for its candidate ATGAA. The therapy demonstrates significant clinical benefits in muscle strength and respiratory function, positioning the firm for a global launch to treat this underserved patient population. Building on lessons from the COVID-19 pandemic, Amicus aims to expand its portfolio of rare disease treatments by replicating the accelerated collaboration and regulatory agility established during that crisis.
- Goldman Sachs22 min
Fostering Innovation Within Companies: An Inside Look at GS Accelerate
Tanya Baker, Hasan Malik, Daniel Kovenat, Allison Nathan
Launched 3.5 years ago to validate cross-divisional innovations lacking a clear home, Goldman Sachs' GS Accelerate program has selected 15 investments from nearly 2,000 employee submissions to create seven live products. Co-led by Tanya Baker and Hassan Malik, the initiative empowers independent teams with patient capital and senior sponsorship to transform internal assets, such as the enterprise software ClearFactor, into external market solutions. Operating under themes of Financial Cloud, Digitization, and Sustainability, the program enforces a strict two-year tenure to ensure rapid validation before integrating, spinning out, or partnering ventures.
- Goldman Sachs10 min
From Growth to Value: Where We Are in the Equity Markets
Led by market strategist Liz, the discussion outlines an ongoing economic rotation from high-multiple growth stocks to value sectors as vaccine rollouts and reopening drives higher interest rates and commodity prices. The analysis highlights that the market is only halfway through this transition, with significant opportunities remaining in energy, materials, and industrials as U.S. GDP peaks and European or emerging market trades remain in early stages. While retail investor behavior and potential inflation risks pose short-term volatility, the narrative expects sustained performance in "growth at a reasonable price" stocks driven by the anticipated U.S. infrastructure plan and global economic recovery over the next six months.
- Goldman Sachs10 min
Real Estate’s Road to Recovery
Driven by vaccination rollouts and economic stimulus, real estate prices have surged 40% over the past year while investors pivot toward high-growth Sunbelt markets and consumer-oriented sectors like leisure travel. Despite this recovery, urban office and multi-family assets in major gateways face persistent headwinds due to shifting work mandates and significant population declines in New York and San Francisco. The sector now navigates a new cycle defined by flexible hybrid work models, demographic migration to affordable regions, and strategic capital deployment toward senior care, affordable housing, and broadband infrastructure initiatives.
- Goldman Sachs10 min
Central Banks and the Fight Against Climate Change
Central banks globally are expanding their mandates beyond price stability to actively incorporate climate risk management and social equity goals, exemplified by the Federal Reserve's inclusive employment framework and the Bank of England's climate integration. While leaders like Christine Lagarde defend these shifts as necessary realities, critics warn of mission creep and potential conflicts between environmental objectives and short-term monetary policy. This strategic pivot is accelerating through institutional cooperation via networks like the NGFS, fundamentally altering investment landscapes by pricing sustainability into asset valuations and delaying traditional policy normalization.
- Goldman Sachs15 min
Mike Sievert, President and CEO of T-Mobile
Following a 2012 strategic pivot under former leadership, T-Mobile transformed from a declining carrier into an industry leader through its "Un-carrier" initiative and a renewed focus on customer-centric values. CEO Mike Sievert is now driving a dual focus on restoring in-person collaboration via 5G-enabled telepresence while accelerating social impact through initiatives like Project 10 Million, which has connected over two million students to the internet. The organization further solidifies its market position by committing to the Climate Pledge, aiming to achieve 100% sustainability by year-end while expanding connectivity to rural and marginalized communities.
- Goldman Sachs21 min
The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts
After a decade-long tenure transforming Goldman Sachs' external narrative, Global Head of Communications Jake Seward is stepping down from his role and the "Exchanges at Goldman Sachs" podcast in favor of Senior Strategist Allison Nathan. Seward's departure follows a strategic era where the firm shifted from silence to a proactive, direct-to-consumer media model that utilized deep-dive conversations to bridge the gap between internal culture and public perception. Under the new leadership, the program continues to evolve by bypassing traditional gatekeepers to serve niche industries while prioritizing employee engagement and expert interviews over daily market commentary.
- Goldman Sachs16 min
Mary Dillon, CEO of Ulta Beauty
Under the leadership of Mary Dillon, Ulta Beauty transformed its market strategy to prioritize multi-ethnic demographics and a hybrid retail model, resulting in a tripling of market capitalization and over 1,200 store locations by 2024. The company has advanced its sustainability goals through the "Conscious Beauty" platform and launched a strategic partnership with Target to establish 100 exclusive shops while maintaining an aggressive expansion in suburban real estate. As Dillon transitions to Executive Chair, she hands the CEO role to Dave Kimball, who will continue to drive innovation and authentic representation to capitalize on the brand's evolving loyalty ecosystem.
- Goldman Sachs8 min
The Oil & Gas Industry’s Transformation
Goldman Sachs' 18th "Top Projects" report details how decarbonization pressure has halved oil resource life to 25 years, triggering a supply-led bull market driven by deep underinvestment. This capital constraint accelerates industry consolidation and favors major oil firms with superior efficiency, positioning them to replicate the high-return resurgence of the post-regulation tobacco sector. Consequently, the market is bifurcating between stranded asset fears and capital allocation strategies that support "Big Oil" returns while forcing service providers to pivot toward broader energy solutions.
- Goldman Sachs10 min
Why Global Insurers Are Leaning Into Risk
Goldman Sachs' 10th annual insurance report surveyed 286 respondents representing over $14 trillion in assets to reveal a global "risk-on" strategy where insurers are shifting allocations toward private equity, private credit, and floating-rate assets to capture illiquidity premiums. While inflation concerns have replaced deflation fears and credit cycle optimism places the market in the middle stage, participants project recessions more than three years away and are increasingly integrating ESG factors into underwriting and investment processes. This widespread appetite for higher yields and impact investing is most pronounced in Asia, where rapid growth contrasts with slower European expansion, fundamentally reshaping capital deployment across life, property casualty, healthcare, and reinsurance sectors.
- Goldman Sachs9 min
The Rise of Sports Gambling in the US
Goldman Sachs Research projects the US online sports betting market will reach $39 billion by 2033, driven by the post-PASPA legalization framework and a strategic convergence between media companies and gambling operators targeting users under 40. While the industry anticipates a 40% annual growth rate outpacing e-commerce, New York's proposed restrictive lottery model with over 50% taxation threatens to compress operator margins and potentially redirect consumers to offshore channels. Ultimately, the inclusion or exclusion of New York from the forecast marginally adjusts the total addressable market between $36 billion and $40 billion, underscoring the sector's substantial potential despite varying state-level regulatory risks.
- Goldman Sachs15 min
Dana Perino, Former White House Press Secretary, Fox News Anchor, and Author
Former White House Press Secretary Dana Perino launches her *New York Times* bestseller *Everything Will Be Okay* to address the persistent anxieties women face in their twenties and thirties regarding career barriers and self-doubt. Drawing from her unplanned ascent from the Justice Department to the White House and her creation of the "Minute Mentoring" program, Perino shares strategies for converting negative feedback into productive energy while advising women to seize roles others avoid. The event culminates in anecdotes about her unexpected appointment and the psychological resilience required to navigate high-stakes government service, emphasizing that success often follows moments of perceived failure.
- Goldman Sachs12 min
Australia’s Macro Outlook and Monetary Policy
Driven by near-eradication of virus transmission and massive fiscal stimulus, Australia's economy has rebounded to pre-COVID baselines, prompting Goldman Sachs to forecast 5% growth for 2021. The Reserve Bank of Australia has implemented Yield Curve Control to peg the 3-year bond yield at 0.1% until 2024, a strategy designed to support a housing market reflation that is expected to lift prices by 20% while maintaining ultra-dovish forward guidance. Despite some market skepticism regarding the policy's credibility, the RBA plans a gradual, natural unwind of the program paired with extended quantitative easing to avoid sudden financial disruption.