Latest Interviews
Showing 16–18 of 18 transcripts.
Clear all filters- Goldman Sachs1h 22m
A Coronavirus Update with Leading Health Experts and Business Leaders
Sharmin Mossavar-Rahmani, Dr. Thomas Schinecker, Steve Rusckowski, Dr. Leonard Schleifer, Stéphane Bancel, Pablo Tebas, Peter Slavin, Dr. Barry Bloom, Sharmeen Mosavar-Rahmani
Hosted by Goldman Sachs on March 20, 2020, industry leaders including Regeneron's Dr. Leonard Schleifer, Moderna's Stefan Bancel, and Quest Diagnostics executives detailed rapid advancements in diagnostic scaling, therapeutic trials, and vaccine development. The panel highlighted that while testing capacity is projected to meet demand within weeks, critical bottlenecks in PPE and supply chains persist, prompting urgent calls for Defense Production Act mobilization to protect healthcare workers. Simultaneously, experts outlined aggressive timelines for Moderna's mRNA vaccine reaching healthcare workers by late 2020 and emphasized that sustainable economic recovery relies on serologic testing and strict social distancing to prevent a predicted second wave.
- Goldman Sachs16 min
Why Investing in the Longest Bull Market in History is Still a Smart Move
Sharmin Mossavar-Rahmani, Jake Siewert, Jake Seward
Goldman Sachs Private Wealth Management's 2020 "Room to Grow" report argues that the current economic expansion will likely persist through 2020, citing favorable central bank policies, a low 20% recession probability, and balanced market conditions that support an 87% chance of positive returns. The firm recommends a strategic overweight in U.S. equities driven by superior demographics and productivity, while cautioning that high capital gains taxes make it inefficient for investors to sell assets waiting for a market dip. Although the analysis acknowledges short-term volatility from geopolitical tensions and the coronavirus outbreak, it projects that disinflationary trends and robust household balance sheets will allow underlying economic growth to reassert itself within months.
- 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.