Latest Interviews
Showing 286–300 of 831 transcripts.
Clear all filters- Goldman Sachs47 min
Investing with Altimeter Capital’s Brad Gerstner
Brad Gerstner, Katie Koch, Alison Nathan
Altimeter Capital founder Brad Gerstner forecasts a deep global recession followed by a deflationary shift, positioning the current market dislocation as a historic buying opportunity for high-quality private and public technology assets. He outlines a concentrated investment strategy that prioritizes secular AI and data trends over cyclical volatility, specifically highlighting undervalued opportunities in Meta, Snowflake, and the broader enterprise cloud migration. Beyond portfolio performance, Gerstner advocates for structural wealth inequality solutions through the "Invest America" initiative, which proposes universal investment accounts to democratize ownership of the American economy.
- Goldman Sachs29 min
How Retail Investors Are Shaping Markets
John Marshall, Greg Tuorto, David Jeria, Allison Nathan
Retail participation in U.S. equity markets surged to a dominant 30% share of trading volume by 2021 before undergoing a sharp reversal characterized by systematic profit-taking and a structural shift from speculative individual stocks to passive ETFs and energy sectors. This behavioral divergence between active day traders and "buy and hold" investors has altered market liquidity dynamics, driving significant order flow off-exchange and increasing transaction costs for institutional players while prompting SEC Chairman Gensler to explore regulatory reforms aimed at improving price discovery. Despite these structural changes and elevated risks in single-stock herding, analysts project a stable market baseline supported by automatic investment flows, with future retail activity primarily contingent on broader macroeconomic factors such as inflation relative to wage growth.
- Goldman Sachs27 min
Investing with Advent International’s Tricia Glynn
Tricia Glynn, Alison Mass, Alison Nathan
Advent International's Tricia Glynn outlines a strategy for navigating a volatile macroeconomic landscape by prioritizing governance, downside control, and data-driven insights to drive growth at scale. The firm leverages its global network to advance decarbonization efforts and transfer cross-border technologies like live selling while championing aggressive Diversity, Equity, and Inclusion goals for 2030. Glynn concludes that future investment success will depend on balancing rigorous analytics with human-centric leadership to attract top talent in a transformed labor market.
- Goldman Sachs26 min
Angus Thirlwell, CEO and Co-Founder, Hotel Chocolat
Angus Thirlwell, Cameron Alley
Founded by CEO Angus Thirwell in 1993, Hotel Chocolat has evolved from an early e-commerce pioneer into a multi-channel empire that controls its supply chain through direct ownership of farms in St. Lucia and Ghana. The company recently achieved a 500% surge in digital sales during the pandemic while simultaneously implementing the Gentle Farming initiative to guarantee living wages for thousands of African producers. Moving forward, the brand plans to deepen its footprint in the USA and Japan by leveraging a large proprietary customer database to compete in the broader global gift market rather than relying solely on traditional retail expansion.
- Goldman Sachs31 min
A ‘Seismic’ Shift in Private Markets
Goldman Sachs co-president Mike Kester outlines a private market sector growing to $10 trillion that is undergoing a seismic shift toward individual investor participation while navigating a fundraising slowdown driven by the denominator effect. Despite regulatory pressures and a transition away from financial engineering toward active operational management, the industry continues to deliver consistent excess returns and is prioritizing sectors like infrastructure and life sciences. Kester projects that while capital raising will decelerate and valuation reporting standards will tighten, systemic risk remains low due to the pre-syndication of risk to long-term limited partners.
- Goldman Sachs31 min
Jon Moeller, President/CEO of Procter & Gamble
New CEO John Moeller is leading Procter & Gamble through a strategic restructuring that decentralizes decision-making into focused markets while redefining sustainability as a core driver of innovation rather than a compliance obligation. The company is addressing permanent macroeconomic shifts by overhauling its supply chain to achieve "Supply 3.0" and committing to net-zero emissions by 2040 through open-source recycling technologies and optimized packaging. These operational changes have already accelerated U.S. growth rates to 8%, restored double-digit performance in China, and eliminated widespread regional profitability losses across the global portfolio.
- Goldman Sachs18 min
Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto
Representing over $26 trillion in global assets, the insurance sector leverages its stable, long-duration capital structure to navigate rising inflation and recession fears while shifting allocations toward private markets and inflation hedges. The 11th edition of the 2022 industry survey, reflecting responses from entities managing half of the global market, highlights emerging crypto adoption, divergent regional ESG strategies, and a focus on solvency amid geopolitical instability. These strategic adjustments aim to capitalize on higher reinvestment yields and lower entry points, ultimately seeking to enhance savings product returns and stabilize future premium rates.
- Goldman Sachs41 min
Ryan Watts, CEO and Co-Founder of Denali Therapeutics
Founded by CEO Dr. Ryan Watts in 2015, Denali Therapeutics is leveraging proprietary blood-brain barrier technologies and genetic insights to accelerate clinical-stage programs for Alzheimer's, Parkinson's, and ALS. The company is currently initiating pivotal late-stage trials for Parkinson's and Hunter syndrome while prioritizing preventative strategies and shorter-term milestones in lysosomal storage diseases to validate its pipeline. By combining this technical approach with a culture that accepts failure as part of discovery, Denali aims to shift neurodegenerative treatment from late-stage intervention to early disease prevention within the next decade.
- Goldman Sachs29 min
Joe Bae, Co-CEO of KKR and Founder of The Asian American Foundation
KKR Co-CEO Joe Bae outlines the firm's expansive Asian strategy, which now accounts for a quarter of the company's business through diversified infrastructure and private credit investments targeting a millennial demographic. Amidst macroeconomic headwinds like inflation and geopolitical shifts, Bae emphasizes supply chain resiliency and a balanced energy transition while leveraging KKR's localized workforce to navigate global risks. Beyond finance, he details the establishment of the Asian American Foundation to dismantle the model minority myth and drive systemic community support through corporate advocacy and educational initiatives.
- Goldman Sachs27 min
Jean Case, CEO of The Case Impact Network and Chairman of the National Geographic Society
Jean Case outlines the critical distinction between impact investing and ESG frameworks while addressing SEC transparency concerns and the urgent need for "greenwashing" prevention as trillions of dollars transfer to Millennial and Gen Z investors. She highlights a shifting market where diverse leadership teams drive superior returns and where fossil fuel strategies are evolving from divestment to active engagement, particularly amidst geopolitical pressures like the Ukraine crisis. Case illustrates these concepts through App Harvest's vertical farming success and personal reflections on navigating career risks, ultimately advocating for a strategic pivot to "fail forward" when community alignment is compromised.
- Goldman Sachs20 min
Changes at the Top: Spinoffs, Separations and Restructurings
Ben Snider, David Dubner, Allison Nathan
Amidst slowing U.S. growth and persistent inflation, the S&P 500 is shifting valuation focus toward high-profit-margin companies, driving a surge in corporate restructuring activities. Global spinoff volume has doubled the five-year average to over $100 billion as management teams prioritize portfolio rationalization and capital allocation efficiency. While transaction structures range from initial-step IPOs to spin-mergers, Goldman Sachs forecasts this trend will persist through 2022 as firms seek to optimize operations against sustained economic headwinds.
- Goldman Sachs32 min
Gina Ortiz Jones, Under Secretary of the Air Force
Under Secretary Gina Ortiz-Jones outlined the Department of the Air Force's strategic shift toward integrated deterrence and sixth-generation space dominance to counter the pacing threat of China while sustaining critical security assistance to Ukraine. Simultaneously, the leadership is enforcing rigorous data-driven policy reforms to dismantle systemic biases identified in promotion pipelines and address barriers facing women of color and Asian men. These operational and personnel changes are driven by Ortiz-Jones's personal commitment to inclusive growth, aiming to modernize the force and ensure sustained talent retention through both combat readiness and equitable access.
- Goldman Sachs29 min
Kate Ryder, Founder & CEO of Maven Clinic
Co-founded and led by CEO Kate Rider, Maven is the first female-led telehealth startup to achieve unicorn status, addressing critical gaps in women's healthcare through a network spanning fertility, postpartum care, and menopause. The company recently expanded its strategic footprint by partnering with Microsoft and five Fortune 15 employers while simultaneously extending coverage to Medicaid populations to combat high maternal mortality rates. By shifting incentives from volume-based procedures to value-based outcomes, Maven has reported a 30% reduction in NICU admissions and is actively working to reform the systemic inequities that affect one in eight couples facing infertility.
- Goldman Sachs35 min
Paula Kerger, President & CEO of PBS
PBS CEO Paula Kerger oversees the decentralized network's 16-year evolution from a command-and-control model to a trust-based system that balances federal infrastructure support with local fundraising. The organization differentiates its portfolio by prioritizing high-investment educational documentaries and investigative journalism like *Frontline* while transitioning to digital platforms to ensure equitable access in underserved communities. Looking ahead, Kerger aims to expand funding for national arts and science programming while reinforcing the network's role as a non-partisan counterweight to media consolidation and algorithmic polarization.
- Goldman Sachs28 min
Russell Wilson, Denver Broncos Quarterback; Super Bowl XLVIII Champion
Russell Wilson, Nicole Pullen-Ross
Nine-time Pro Bowl quarterback Russell Wilson leverages a decade of NFL records and his unique background in baseball and basketball to challenge conventional athletic and business limits. Wilson applies his "neutral thinking" philosophy and strategic risk management to build a diverse portfolio including West to East and the Good Man Brand while directing the Why Not You Foundation to distribute over 70 million meals. Looking forward, he aims to redefine the potential of professional athletes by prioritizing immediate excellence and community leadership over traditional career trajectories.