Latest Interviews

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more

Elon, Chamath, Calacanis, Friedberg, Jason, Stanley Druckenmiller, David Sacks

David Sacks detailed Elon Musk's culturally impactful *SNL* appearance and a viral monologue joke, while also criticizing CDC guidance on outdoor transmission and alleging political collusion with teachers' unions. Macroeconomic analysts Stanley Druckenmiller and Sacks condemned federal overstimulation and California's misallocated surpluses as drivers of inflation and labor shortages. The conversation further explored a potential "Netscape moment" for synthetic biology, highlighting breakthroughs in stem cell therapy and nitrogen-fixing microbes alongside critiques of traditional media's declining influence.

John F. Crowley, Chairman and CEO of Amicus Therapeutics

John F. Crowley, Jerry

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.

Is Myanmar a failed state?

Following a February 1st military coup that has resulted in over 780 deaths and 3,800 arrests, the junta has detained de facto leader Aung San Suu Kyi on multiple charges while facing a nascent civil war as the Bamar majority joins ethnic militias in armed resistance. Although international sanctions and diplomatic pressure from the West have targeted senior generals, robust intervention remains blocked by veto power wielded by China and Russia, who prioritize regional infrastructure and strategic arms sales. Consequently, Myanmar risks becoming a failed state plagued by collapsing health systems, uncontrolled drug production, and cross-border refugee flows, while the military inherits a devastated economy despite its current control.

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.

From Growth to Value: Where We Are in the Equity Markets

Lou Miller, Liz

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.

Professor Green: How To Overcome Life’s Hardest Challenges & Find A Purpose | E80

Professor Green, Stephen (Professor Green), Stephen Bartlett

Professor Green details a lifetime defined by cumulative trauma, including childhood instability, a fatal confrontation with his father, and early involvement in the drug trade, which collectively shaped his defensive behaviors and mental health struggles. Now a father and entrepreneur behind Huel and Giz, he is actively dismantling generational cycles of abandonment while shifting his focus from fear-driven creativity to sustainable wellness and business autonomy. By rejecting perfectionism and redefining closure as an internal choice, Green advocates for proactive mental health management and community accountability over external validation.

Real Estate’s Road to Recovery

Nora Creedon, Liz

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.

Mike Sievert, President and CEO of T-Mobile

Mike Sievert, John

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.

The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts

Jake Siewert, Allison Nathan

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.

Mary Dillon, CEO of Ulta Beauty

Mary Dillon, David

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.

Russell Kane: How To Build Confidence & Stay Young | E79

Russell Kane

Comedian Russell Kane details a journey from a biohacking-induced personal crisis and an overbearing childhood to a deliberate pursuit of self-awareness, emphasizing that genuine mastery requires years of unpaid practice and that "luck" is a trainable skill of openness. He advocates for systemic changes to support disadvantaged talent while arguing that lasting personal change relies on internal insight and radical honesty within relationships rather than external intervention. Kane concludes by outlining his current focus on separating art from artist in public discourse, his specific longevity protocols, and his new projects including a global TV format for his podcast *Evil Genius*.

E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more

Caitlyn Jenner, David Sacks, David Friedberg

David Sacks and Chamath Palihapitiya critique pandemic-era policies for relying on excessive conservatism that hindered economic recovery and eroded public trust, while highlighting the critical link between obesity and mortality. The discussion further outlines a shifting political landscape driven by a bipartisan consensus on antitrust enforcement, predicting the breakup of major technology monopolies by 2030 to address threats to democracy. Concluding with observations on local governance, the hosts contrast the safety and reopening trends in Austin against San Francisco, citing the Caitlyn Jenner gubernatorial campaign as a focal point for redefining public safety priorities.

Jeremi Suri: History of American Power | Lex Fridman Podcast #180

Jeremi Suri, Lex Fridman

Historian Jeremy Suri identifies Abraham Lincoln as the greatest American president for his ability to turn politics into an art form that liberated the voiceless, contrasting his strategic leadership with the unchecked unilateral power of the modern executive office. The discussion critically examines historical figures like FDR and Henry Kissinger to define the evolving nature of charisma and realpolitik, while addressing the ideological struggles of the Cold War and the ethical implications of technological advancement. Ultimately, Suri advises future leaders to prioritize genuine curiosity, deep interpersonal skills, and a commitment to excellence over mere financial gain to navigate an increasingly polarized and digitally transformed world.

The Oil & Gas Industry’s Transformation

Michele Della Vigna, Liz

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.

Why Global Insurers Are Leaning Into Risk

Mike Siegel, Jake Seward

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.