Latest Interviews
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Clear all filters- Goldman Sachs26 min
Will tariffs lead to a recession?
Paul Krugman, Jan Hatzius, Oren Cass, Allison Nathan
Prominent economists Paul Krugman, Jan Hatzius, and Oren Cass debated the Trump administration's historic tariff expansion, which Krugman identifies as an unprecedented economic shock and Hatzius projects will reduce GDP growth by two percentage points while raising recession probabilities to 45%. While Krugman warns that policy uncertainty will stifle business investment and Hatzius cautions that the Federal Reserve faces a difficult trade-off between inflation and stagnation, Cass argues the measures represent a necessary structural correction to global supply chains that will eventually stimulate domestic production. The panel concluded that although immediate data lags obscure the full extent of damage, the severity of the downturn will ultimately depend on the Federal Reserve's ability to balance conflicting price and employment mandates against a backdrop of rapidly shifting trade policy.
- a16z47 min
Scaling Up Blockchains with Zero-Knowledge Proofs
Ali Yahya, Alex Gluchowski, Alex Vlasov, Dan Boneh
Led by Andreessen Horowitz, MatterLabs has secured Series B funding to deploy its ZK-Sync platform, which utilizes zero-knowledge rollup technology to multiply Ethereum's transaction throughput by fifty while retaining Layer 1 security guarantees. Co-founders Alex Glukowski and Alex Vlasov engineered a ZK-EVM that enables seamless compatibility with existing Solidity smart contracts, effectively overcoming historical computational barriers to make complex decentralized applications like social networks and games viable. The company's dual-architecture strategy pairs high-security ZK-Rollups for asset storage with the lower-cost ZK-Porter for high-frequency transactions, aiming to transition blockchain infrastructure from a speculative "digital gold" model to a programmable global computation layer.
- Goldman Sachs29 min
Financial Roadmap - Goldman Sachs 2020 Investor Day
Goldman Sachs has outlined a three-year strategic plan targeting a Return on Equity exceeding 13% and an efficiency ratio of 60% by driving revenue growth, reducing the cost of funds, and implementing a $1.3 billion expense initiative. The firm aims to lower its funding costs by diversifying liabilities to reach a 50% deposit mix and will allocate capital toward high-return opportunities while returning excess value to shareholders through flexible buybacks and dividends. Under this framework, the Global Markets segment seeks to lift its ROE to 10% while new consumer and transaction banking initiatives are projected to reach break-even status within the medium-term horizon.