Latest Interviews
Showing 16–30 of 35 interview transcripts.
Clear all filters- Goldman Sachs15 min
Marc Benioff on how Salesforce is seizing on AI opportunities
Salesforce CEO Marc Benioff positions the company's new AgentForce platform as a critical industry shift designed to replace ineffective AI pilots with autonomous agents that augment existing workforces without requiring proprietary model training. By leveraging a foundational data cloud strategy, the system aims to boost revenue and operational efficiency across sales, service, and marketing while specifically addressing issues like healthcare worker burnout. With the platform set for public release next week, Benioff anticipates an immediate industry-wide adoption as clients gain the ability to deploy custom, high-performing agents that operate with significant speed and security.
- Goldman Sachs41 min
Dr. Ruth Simmons on Diversity, Affordability, and the Challenges Facing America's College Campuses
Dr. Ruth Simmons, David Solomon
Former university presidents Dr. Ruth Simmons, a Chevalier of the French Legion of Honor and former Goldman Sachs board member, utilized the "One Million Black Women" initiative to graduate over 140 scholars while announcing plans to double the program's cohort size. Drawing on her leadership of Prairie View A&M and her personal history overcoming segregation, she critically analyzed the drivers of higher education costs and advocated for reconfiguring diversity strategies to embrace universal inclusion in a post-affirmative action landscape. The event concluded with Simmons emphasizing the necessity of tolerating conflicting viewpoints on campus to foster genuine intellectual growth and addressing a generational demand for organizational integrity among students and employees.
- Goldman Sachs25 min
How Vuori’s Joe Kudla went from accountant to fashion industry success
Viore founder and CEO Joe Kudla transformed a failed apparel background into building a $4 billion men's performance brand that secured a landmark SoftBank investment by pivoting from wholesale to a direct-to-consumer model. The company successfully expanded its revenue composition to include a women's line and entered international markets in China and Korea while maintaining profitability and avoiding unnecessary dilution through secondary offerings. Guided by a culture of strategic alignment, Kudla's leadership team navigated early industry skepticism to establish Viore as a premium lifestyle brand focused on versatile activewear rather than niche yoga apparel.
- Goldman Sachs20 min
David Solomon on the global economy, deal-making environment, and the firm’s strategic priorities
Goldman Sachs CEO David Solomon outlines a 2024 economic outlook defined by reduced recession risk, persistently higher interest rates, and significant geopolitical headwinds from conflicts in Ukraine and the Middle East. Capital markets are projected to rebound from recent lows through a resurgence in M&A activity and private equity, driven by pent-up demand and upcoming refinancing waves. Meanwhile, corporate strategies are pivoting to balance energy security needs against sustainability goals while accelerating AI adoption to navigate complex regulatory landscapes and strengthen core banking franchises.
- Goldman Sachs35 min
Talks at GS with Ginni Rometty, Former Chairman, President and CEO of IBM
Former IBM CEO Ginni Rometty outlines her leadership philosophy centered on the principle that growth requires leaving comfort zones, a framework that guided her transformation of IBM into a leader in hybrid cloud and quantum computing. She details the company's strategic pivot to skills-first hiring, which resulted in 15% of new recruits lacking four-year degrees and launched the 110 coalition to upskill one million Black Americans by 2030. Additionally, Rometty emphasizes the urgent need for ethical AI guardrails and educational reforms to prioritize critical thinking as technology reshapes the global workforce.
- Goldman Sachs24 min
Goldman Sachs CEO David Solomon on the economy, markets and the firm's performance
Goldman Sachs CEO David Solomon and economists reassess the 2023 macroeconomic outlook as a soft landing becomes more probable, citing stickier inflation and cautious CEO sentiment amid geopolitical and cyber risks. The firm reported a 10.2% return on equity for 2022, driven by strategic reorganizations that merged banking and asset management divisions to enhance market share and target $10 billion in fees by 2024. Looking ahead, leadership emphasizes a shift toward multi-year resilience and long-term growth in artificial intelligence and clean energy, with key financial details slated for an investor day on February 28, 2023.
- Goldman Sachs22 min
Goldman Sachs Chairman and CEO David Solomon on the Economy, Investing and Sustainability
David Solomon, Valentijn van Nieuwenhuijzen, Alison Nathan, Valentine Van Nieuwenhuizen
Goldman Sachs has completed its acquisition of NN Investment Partners to significantly expand its European asset management platform and accelerate its sustainable investing capabilities under CEO David Solomon's four-year strategy. While the transaction strengthens the firm's fee-based revenue streams and operational scale, Solomon warns that clients should brace for increased market volatility and a heightened recession risk in Europe driven by energy supply disruptions and geopolitical tensions. The integration aims to combine NNIP's sustainability expertise with Goldman's global capital resources to deliver active returns that outperform passive benchmarks amidst the current uncertain economic climate.
- Goldman Sachs21 min
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy & What to Expect in 2022
During a January 6, 2022 conversation with Allison Nathan, Goldman Sachs CEO David Solomon reported record 2021 revenue and earnings driven by robust client activity while confirming the firm is ahead on 34 of 35 strategic key performance indicators. Solomon forecasted a 2022 macroeconomic shift characterized by persistent inflation and a hawkish Federal Reserve pivot that will likely trigger equity valuation corrections, noting a trend toward mid-sized mergers due to tightened regulatory environments. To support growth in digital banking and European asset management, the firm is finalizing acquisitions of GreenSky and Invergo while maintaining a long-term focus on sustainability initiatives and workforce development despite pandemic-related challenges.
- Goldman Sachs20 min
Jovita Carranza, Administrator of the U.S. Small Business Administration
Jovita Carranza, David Solomon
On April 9, 2020, Goldman Sachs Chairman David Solomon and SBA Administrator Jovita Carranza hosted a call to outline the Paycheck Protection Program's expanded capacity, which now involves over 4,100 lenders and a $349 billion funding pool. The administration detailed critical loan mechanics, including a 1% fixed interest rate, a June 30 application deadline, and specific forgiveness rules tied to payroll and utility expenses. Carranza further advised small businesses on utilizing the SBA's new "Find a Lender" tool while addressing the urgent need for expedited permits to support essential goods production.
- Goldman Sachs40 min
US Senators Marco Rubio and Ben Cardin
Marco Rubio, Ben Cardin, David Solomon
Hosted by Goldman Sachs Chairman David Solomon on March 30, 2020, Senators Marco Rubio and Ben Cardin outlined critical CARES Act provisions to address the 96% of small businesses already impacted by the COVID-19 crisis. The discussion detailed the Paycheck Protection Program's 100% federal guarantee and loan forgiveness terms alongside emergency grants and tax credits designed to sustain payroll and operations for entities with 500 employees or fewer. While emphasizing rapid fund distribution through over 800 authorized lenders, the committee also cautioned against fraudulent schemes and anticipated further legislative action should the economic downturn extend beyond the initial 60 to 90-day window.
- Goldman Sachs18 min
Joseph Tsai - Co-Founder and Executive Vice Chairman, Alibaba Group
Joseph Tsai, David Solomon, Joe Tsai
Goldman Sachs hosted its inaugural "Business & Investing" event in China, featuring a strategic discussion between CEO David Solomon and Alibaba Executive Vice Chairman Joe Tsai. Tsai detailed Alibaba's evolution from a small Hangzhou startup into a global powerhouse, highlighting its defensive expansion logic, proprietary technology investments, and the unique 40-member Partnership system designed to preserve corporate culture. The conversation also offered actionable guidance on scaling entrepreneurship through mission-driven focus, leadership humility, and long-term talent development.
- Goldman Sachs12 min
"Catch-Up With David": with Goldman Sachs’ Head of Global Consumer Business Harit Talwar
Launched two years ago as a digital storefront for consumer financial services, Marcus operates with zero physical branches to serve four million customers while targeting twenty million Americans with high-interest debt. Under the leadership of Harry, who combines global market creation experience with strategic oversight, the initiative leverages Goldman Sachs' capital and risk frameworks to offer loan refinancing rates three to five percentage points lower than existing credit cards. Despite facing cultural friction between the firm's demand for perfection and the entrepreneurial need for progress, the venture aims to evolve into a shareholder-atttractive business serving tens of millions of consumers within the early stages of its digital platform expansion.
- Goldman Sachs22 min
"Catch-Up With David": with Chief Executive Officer of Nextdoor, Sarah Friar
Former Square CFO Sarah Friar left her previous role to become CEO of Nextdoor, leveraging the platform's presence in over 90% of U.S. neighborhoods to bridge the gap between digital connectivity and tangible community health. Her strategy targets societal discord by fostering offline neighbor interactions while integrating local businesses to reinvest wealth back into communities, a mission shaped by her experiences with sectarian conflict in Northern Ireland and financial exclusion in South Africa. Friar applies rigorous financial discipline and people-first leadership principles to drive an ambitious goal of reaching one billion members while simultaneously championing capital allocation for women-founded businesses to address systemic funding gaps.
- Goldman Sachs14 min
"Catch-Up With David": with Goldman Sachs' Sharmin Mossavar-Rahmani
Sharmin Mossavar-Rahmani, David Solomon
A senior Goldman Sachs executive outlines a continued strategic overweight in US equities, attributing this "American preeminence" to robust institutions, favorable demographics, and resilient political structures despite rising geopolitical risks. While identifying the evolution of the US-China relationship as the primary external threat, she argues that historical precedents and strong institutional safeguards make the US economy uniquely positioned to withstand internal and external shocks. Drawing on a diverse personal background spanning engineering and diplomacy, she reinforces her investment thesis through decades of client management and significant philanthropic efforts in foreign policy and healthcare sectors.
- Goldman Sachs14 min
"Catch-Up With David": with Chief Economist Jan Hatzius
Goldman Sachs Chief Economist Jan Hatzius projects a global economic slowdown to approximately 3.5% through 2020 driven by US full employment and Federal Reserve rate hikes, though he maintains that recession risk remains low under this gentle deceleration trajectory. Drawing on 2018 forecasting errors regarding emerging markets and the historical lesson of the Berlin Wall's sudden fall, Hatzius advocates for a professional philosophy that balances rigorous modeling with the artistic judgment required to challenge conventional consensus. He concludes that effective forecasting fundamentally depends on acknowledging the inherent limits of predictive knowledge, a principle he applies by abstaining from speculating on unpredictable events ranging from geopolitical shifts to major sporting outcomes.