Latest Interviews
Showing 346–360 of 832 transcripts.
Clear all filters- Goldman Sachs13 min
A “Superbloom” in M&A and Separation Activity
Driven by post-pandemic strategic reassessments and macroeconomic tailwinds such as low interest rates and high liquidity, corporate boards are accelerating a "super bloom" of global M&A and separation activity. Clients are increasingly pursuing tax-efficient structures like reverse Morris Trusts and partial carve-outs to simplify diversified portfolios, supported by the sheer scale of enterprise value and geographic complexity facing S&P and FTSE companies. While geopolitical tensions pose potential regulatory hurdles, Goldman Sachs anticipates this trend of creative deal-making and large-scale transactions will persist in the near term.
- Goldman Sachs15 min
Alan Taylor, Two-Time Pulitzer-Prize-Winning Historian and Professor
Tracing the early nation's trajectory from a fragile 1783 "peace pact" to a centralized power, the event details how pragmatic leaders like Jefferson and Polk expanded federal authority through the Louisiana Purchase and the annexation of Texas despite ideological contradictions. This expansionist drive, coupled with the Mexican-American War's acquisition of vast western territories, transformed the United States into a continental power while simultaneously intensifying sectional tensions over slavery. Ultimately, these territorial gains created the specific "bone of contention" that historian Alan Taylor identifies as the primary catalyst for the Civil War fracture.
- Goldman Sachs9 min
Commercial Real Estate and the Economic Recovery
Goldman Sachs analysts project divergent pandemic-era trajectories for real estate investment trusts, with industrial sectors capitalizing on e-commerce logistics while office and retail markets navigate complex shifts in utilization and long-term demand. A dramatic reversal in CEO sentiment regarding space requirements, coupled with hybrid work models that still necessitate full-week capacity, suggests office occupancy and rent growth will improve sequentially starting in late summer. Meanwhile, open-air retail centers are expected to recover temporarily through tenant re-filling, whereas mall REITs face structural challenges from e-commerce, and all sectors face varying inflationary hedges depending on lease terms ranging from daily resets to decade-long escalators.
- Goldman Sachs11 min
Daniel Dae Kim, Actor, Director and Producer
Actor and producer Daniel Dae Kim testified twice before the U.S. Congress within six months to demand tangible resources for Asian Americans, citing severe underrepresentation in corporate and entertainment executive roles despite comprising over 12% of Fortune 500 workforces. By highlighting the disparity between the community's workforce presence and their 1.5% share of executive positions, Kim argued that the initial legislative resolution was insufficient to address systemic racism and the "model minority" myth. His advocacy, rooted in personal experiences of prejudice and a career defined by fighting for equal compensation, seeks to advance new bills that provide practical solutions for the nation's 23 million Asian Americans.
- Goldman Sachs23 min
Susan Page, Washington Bureau Chief at USA Today and author Of "Madam Speaker"
Susan Page's unauthorized biography *Madam Speaker* offers a definitive examination of Nancy Pelosi's rise as the most powerful woman in American history, tracing her leadership philosophy from her father's maxim about seizing power to her strategic decision to lead the opposition following the 2016 election. The work synthesizes interviews with Pelosi, her family, and political rivals like John Boehner and Newt Gingrich to analyze pivotal moments such as her reversal of retirement plans, her role in the 2018 House takeover, and her complex relationship with the progressive "Squad." Page further contextualizes Pelosi's "don't agonize, organize" mantra within the broader crisis of democratic stability, emphasizing the necessity of a free press to establish a shared factual baseline amidst intense partisan conflict.
- Goldman Sachs13 min
The Daily Check-In: China’s Path to Carbon Neutral: Addressing the Upstream
China is accelerating its carbon decarbonization strategy by launching an updated national "Carbon Act" and activating an Emissions Trading System to cover over 2,000 power generators, targeting upstream industries that collectively account for 10% of global emissions. While sectors like steel, cement, aluminum, and chemicals face unique hurdles from process-based emissions and the economic strain of retiring 15 trillion yuan in coal assets, major producers such as Baosteel and Anhui Conch are already piloting advanced low-carbon technologies to meet projected 2027 emission peaks. The government anticipates a 2030 emissions intensity reduction of over 30% through renewable integration and efficiency upgrades, with post-2030 net-zero success dependent on scaling unproven innovations like hydrogen, carbon capture, and grid modernization to transition away from coal.
- Goldman Sachs17 min
Frank Del Rio, President and CEO of Norwegian Cruise Lines
Norwegian Cruise Line secured $2.4 billion in emergency financing and established the Healthy Sail Panel with former FDA Commissioner Scott Gottlieb to navigate the 2020 CDC shutdowns and launch vaccination-based safety protocols. As the company plans to reinstate 25% of its fleet by late 2021 with record bookings for 2022 and 2023, it is adjusting its capital strategy to maintain higher cash reserves while leveraging inflationary pricing power. CEO Frank Del Rio projects a potential record year driven by pent-up demand from 50 million displaced cruisers, supported by a strategy focused on fleet expansion and demographic-driven operational governance.
- Goldman Sachs7 min
Arriving Now: Retailers’ Solutions for Same Day Delivery
Goldman Sachs Research analyzes how pandemic-driven shifts transformed last-mile delivery from a niche restaurant service into a dominant omnichannel strategy leveraging physical inventory for two-hour windows. The report highlights a critical trade-off where retailers balance the profitability and operational efficiency of outsourcing to third-party platforms like Shipt and Instacart against the risks of quality control and data leakage. Ultimately, the convergence of free curbside pickup and paid home delivery is identified as a competitive moat that increases consumer engagement beyond what online-only models can achieve.
- Goldman Sachs9 min
The Changing Landscape of ESG Regulation in Europe
The EU's Sustainable Finance Disclosure Regulation and Taxonomy mandate standardized ESG classifications, forcing asset managers to categorize products as either Article 8 "Light Green" or Article 9 "Deep Green" to address principal adverse impacts. While these frameworks aim to define environmentally sustainable activities across sectors like cement and renewable energy, they currently face significant implementation hurdles due to data deficiencies and the exclusion of non-European reporting entities. As the EU coordinates with global counterparts to prevent regulatory duplication, the market anticipates a shift where non-compliant funds struggle to compete within the European landscape.
- Goldman Sachs22 min
Dr. Dambisa Moyo, Economist and Author of "How Boards Work"
Dr. Dambisa Moyo, John Waldron
Dr. Dambisa Moyo warns that the global economy faces a precarious rebound rather than a true recovery, driven by structural threats such as human capital shortages, inequality, and a credibility crisis for the Western capitalist model compared to China's strategic approach. To address these challenges, she proposes radical governance reforms inspired by Singapore, including extended public terms with performance-based penalties, alongside a shift toward data-driven investment in infrastructure and social outcomes by institutional asset owners. Her advocacy further emphasizes that diverse leadership and initiatives like the "One Million Black Women" program are essential to unlocking capital access and correcting the market failures that currently threaten long-term growth.
- Goldman Sachs41 min
Malcolm Gladwell, Author and Staff Writer at "The New Yorker"
Malcolm Gladwell, Stephen Chirr
Malcolm Gladwell traces the rise and fall of the "Bomber Mafia," a 1930s group of American aviators led by Haywood Hansell who sought to revolutionize warfare through precision bombing, only to have their doctrine discarded by Curtis LeMay in favor of mass firebombing that killed one million civilians. The narrative uses this historical pivot to argue that intellectual revolutions require the spontaneous, in-person collisions of a physical "crowd," a thesis Gladwell applies to critique modern remote work and highlight the transformative power of immersive audio formats. Ultimately, the story contrasts LeMay's remote execution of destruction with the Bomber Mafia's failure, underscoring how technological detachment alters the psychological and political thresholds of modern conflict.
- Goldman Sachs29 min
John F. Crowley, Chairman and CEO of Amicus Therapeutics
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.
- Goldman Sachs22 min
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.
- Goldman Sachs10 min
From Growth to Value: Where We Are in the Equity Markets
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.
- Goldman Sachs10 min
Real Estate’s Road to Recovery
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.