Latest Interviews
Showing 361–375 of 525 transcripts.
Clear all filters- Goldman Sachs28 min
The economic potential of closing gender and racial gaps
Sharon Bell, Gizelle George-Joseph, Alison Nathan
Goldman Sachs economists Sharon Bell and Giselle George-Joseph present new research demonstrating that Higher Education, particularly HBCUs, and women's labor force participation are critical drivers of inclusive growth. Their findings reveal that HBCUs disproportionately produce Black STEM graduates and facilitate upward mobility at twice the rate of non-minority institutions, while closing global gender gaps in education and employment could boost worldwide GDP by 5% to 6%. Based on these data, the authors recommend targeted policy reforms for family-friendly support and equitable funding alongside private sector initiatives to broaden leadership pipelines and provide unrestricted resources to underfunded institutions.
- Goldman Sachs27 min
The music industry’s turning point
Goldman Sachs projects the global music industry will exceed $150 billion by 2030, driven by a resilient 8–10% annual growth rate fueled by streaming expansion, vinyl resurgence, and rising demand in non-English markets. The report identifies critical structural shifts including planned subscription price increases, the emergence of "superfan" monetization strategies, and ongoing debates over AI integration and royalty reforms to address revenue concentration among the top 5% of artists. While live events have fully recovered from pandemic losses and independent artists gain ground, the sector faces a turning point where major labels must leverage multimedia licensing and global regional trends to sustain growth despite increasing content volume and commercialization barriers.
- Goldman Sachs1h 1m
Watch Live: 2021 Goldman Sachs Gives Analyst Impact Fund Finals
Brooke Farrelly, Carli Gogol, Sidney Mitchell, Zac Sicher, Filip Jedmo, Jake Lewis, Daniel Mayers, Aoife O'Halloran, Tilly Thatcher, Srushti Deshmukh, Anagha Gurumurthy, Aditi Kulkarni, Nitiksha, Shreya Srikanth, Will Elia, Max Pivonka, Sara Rogers, Julian Sanchez, Erica Leslie, Julian Salisbury, David Solomon, Dennis Coleman, Asahi Pompei, Emmanuel Oniyuku, Liz Martin, Dan, Ate Latiranta, Lydia Finnegan, Leela, Preston L. James II, Madison, Simone, Nicole Esposito, Ian Drayton, Carrie Haleo, Rachel Schneider, Claire Thompson, Kia Williams, Brad
The sixth iteration of the Goldman Sachs Analyst Impact Fund brought together 1,600 colleagues to compete for grants supporting 300 non-profits, with four finalist teams presenting proposals to judges including David Solomon. Lime Connect won the top prize for its initiative to bridge the employment gap for people with disabilities, while Hello World, Div Inc, and Prasarana Trust secured second, third, and fourth place respectively, with Prasarana also receiving the $25,000 Fan Favorite award. The event successfully aligned the firm's culture of entrepreneurship with tangible outcomes, including a projected $700 billion potential GDP increase in India and significant strides in global digital access and minority entrepreneurship.
- Goldman Sachs11 min
Biotech and the Transition from Pandemic to Endemic
The event analyzes the global transition toward an endemic phase for COVID-19, highlighting a significant disparity where Western nations with high immunization rates differ from the majority of countries in Africa, Asia, and Latin America that remain in the pandemic stage. Industry leaders at BioNTech, Pfizer, and Moderna are currently developing multivalent mRNA vaccines to merge seasonal flu and coronavirus protection, shifting strategies toward frequent boosters to manage waning immunity. The discussion underscores the unprecedented speed of regulatory transparency and clinical development achieved last year while warning against complacency as the world prepares for future pandemic threats.
- Goldman Sachs1h 23m
Watch Live: 2020 Goldman Sachs Gives Analyst Impact Fund Finals
Eric Lane, Julian Salisbury, David Solomon, Stephen Scher, John Rogers, Asahi Pompei, Anne Black, Mabel, Abe, Olu, Anna Skoglund, Chris Johnson, Kim Posnett, Priyanka Pasi, Gauri, Mina Flynn, Jennifer Yume, Matthew, Av, Anshul Sugabi, Ruchand, Prashant, Khalil Razi, Carlos, Earl Hunt, Sarah Condon, Laura, Kia Williams, Arthur, Carrie Halio, Bridget Martinez, Alistair
The 2020 Analyst Impact Fund Finals engaged 733 Goldman Sachs analysts to evaluate non-profit proposals addressing critical global challenges like healthcare, climate change, and equity through a hybrid virtual and in-person format. Six finalist teams pitched their organizations, with Serum winning the $250,000 first-prize grant and an additional $25,000 "fan favorite" award, while Black Girl Ventures and CHaN secured second and third place respectively. This fifth annual competition has facilitated over $2.1 million in total grants to 69 nonprofits since its inception, serving as a key mechanism for junior talent to drive philanthropic impact and cross-office collaboration.
- Goldman Sachs10 min
Jean Hynes, Managing Partner of Wellington Management
Jean Hines assumes the role of CEO at Wellington Management in July 2021, leveraging her expertise as a leading healthcare portfolio manager to guide the firm's $1.2 trillion asset portfolio across 50 distinct investment boutiques. Hines outlines critical long-term investment drivers, including global population aging and biomedical innovation, while emphasizing an "open collaborative platform" that grants portfolio managers autonomy within a unified research framework. Her leadership transition reflects a strategic shift toward integrating forward-looking regulatory and macroeconomic analysis, a methodology refined through her own career experiences and a commitment to cultivating deep, continuous learning for future investors.
- Goldman Sachs22 min
Ric Lewis, Executive Chairman of Tristan Capital Partners
Tristan Capital Partners Managing Director Rick Lewis outlines the firm's strategic navigation of the 2008 financial crisis and the 2020 pandemic, highlighting a distinct sector divergence where residential assets rebounded while office demand remains complex despite long-term recovery forecasts. Leveraging these insights, Lewis launched the Impact X Fund to provide growth capital for underrepresented entrepreneurs and restructured his foundation's philanthropy to target 85% BAME scholars, effectively shifting from silent leadership to active advocacy for social mobility. Beyond market analysis, the discussion emphasizes a philosophical call to action for high-performing individuals to prioritize tangible community investment and daily behavioral change over mere awareness to dismantle systemic barriers in both the UK and US.
- Goldman Sachs19 min
Stephen Hawthornthwaite, Chairman and CEO of Rothy’s
Stephen Hawthornthwaite, Jennifer Davis, Stephen Hawthorne-Puig
Founded in 2012 by finance professionals Stephen Hawthorne-Puig and Roth Martin, Rothy's revolutionized the footwear market by launching seamless, machine-washable shoes produced from recycled plastic through a vertically integrated supply chain. The company achieved profitability in 2016 while remaining self-funded, leveraging 3D knitting technology and a core sustainability strategy to build a loyal customer base that drives over half of its traffic through word-of-mouth. Now expanding into handbags and exploring international growth and physical retail, Rothy's maintains a robust research pipeline for men's footwear while continuing to prioritize long-term sustainability over rapid scaling.
- Goldman Sachs8 min
Carbon Offsets and the Climate Transition
The carbon offset market functions as a temporary financial bridge for heavy industries unable to immediately decarbonize, offering compliance and voluntary options ranging from renewable investments to forestry projects. Despite growing shareholder pressure and expanded Scope 3 reporting mandates, the sector faces significant skepticism regarding pricing volatility, verification risks, and its inability to fundamentally shift business models. While Asian companies lag in adopting climate targets, global firms in steel, cement, and transportation face future margin contractions as carbon prices rise, necessitating a strategic pivot away from reliance on offsets toward genuine operational decarbonization.
- Goldman Sachs24 min
Mayors LaToya Cantrell, Eric Johnson, and Nan Whaley
LaToya Cantrell, Eric Johnson, Nan Whaley
Dallas, New Orleans, and Dayton mayors jointly addressed the compounding crises of the pandemic and civil unrest, implementing specific lockdowns, dual disaster declarations, and targeted equity initiatives to protect vulnerable populations. Each city deployed distinct economic recovery strategies, including Dallas's $15 million small business fund, New Orleans's French Quarter re-envisioning, and Dayton's focus on minority-owned enterprises, while collectively advocating for critical federal financial support. The leaders emphasized that these disruptions present a unique opportunity to enact systemic reforms and rebuild their municipalities with greater resilience and social justice in mind.
- Goldman Sachs11 min
The Scale and State of the Semiconductor Industry
Facing a projected 10% semiconductor industry decline in 2020 driven by pandemic-induced global GDP contraction, market dynamics have diverged with robust cloud computing demand offsetting weakness in handsets and automotive sectors. While the supply chain demonstrated unexpected resilience outside of specific disruptions in Wuhan, Malaysia, and the Bay Area, geopolitical trade restrictions and US-China tensions continue to create significant regulatory uncertainty for major OEMs like Huawei. Simultaneously, competitive pressures have intensified as top buyers consolidate purchasing power and tech giants vertically integrate their chip designs, shifting the battlefield toward advanced manufacturing triopolies and diversified data center compute cycles.
- Goldman Sachs8 min
The Evolution of Europe’s Tech Landscape
European technology companies have leveraged robust pre-existing infrastructure to maintain business continuity while accelerating market trends like e-commerce adoption and digital collaboration tools. This sector is simultaneously experiencing a surge in private unicorns and capital availability driven by returning executives and a shift toward ambitious global valuations. Although currently underweighted in public markets compared to the U.S., a wave of high-profile listings and deal activity across defensive, opportunistic, and strategic phases signals a maturing ecosystem.
- Goldman Sachs8 min
Telehealth’s Rapid Rise
Telehealth has rapidly expanded from primary care to encompass mental health, chronic disease management, and biopharma engagement through employer benefits, direct-to-consumer models, and integrated hospital systems. Regulatory shifts during the pandemic, including Medicare reimbursement parity and cross-state licensing, removed historical barriers while maintaining HIPAA compliance to address privacy concerns. This evolution drives long-term cost reductions by prioritizing home-based care and improving access for underserved populations, although certain specialties like anesthesiology remain physically constrained to in-person interactions.
- Goldman Sachs27 min
Paul Farmer CBE, CEO of Mind
Experts and organizations including Mind, Samaritans, and Goldman Sachs are addressing a pandemic-induced surge in mental health crises by promoting protective strategies such as strict routine maintenance, digital detoxification, and structured remote work environments. Historical precedents from the SARS outbreak and 2008 economic crash inform current protocols for vulnerable demographics, including frontline workers facing PTSD risks and students navigating educational uncertainty. Ultimately, the initiative aims to leverage these challenges to normalize mental health care as a societal priority and institutionalize resilience-building practices for the next decade.
- Goldman Sachs44 min
Adm. Timothy J. Keating, USN (Ret.) and Brig. Gen. Robert S. Spalding III, USAF (Ret.)
Timothy J. Keating, Robert S. Spalding III, Admiral Timothy Keating, Brigadier General Robert S. Spalding III, Norman Nye, Tim Keating, Rob Spalding
Hosted by Goldman Sachs's Norman Nye on April 15, 2020, Admiral Timothy Keating and Brigadier General Rob Spalding assessed how the COVID-19 pandemic accelerated U.S.-China geopolitical rivalry, particularly regarding Taiwan, supply chain decoupling, and 5G surveillance infrastructure. The experts concluded that the crisis would permanently shift global alignment toward a "democratic bloc" prioritizing national security over economic integration, forcing a reshoring of critical industries and tighter restrictions on Chinese technology. They further warned that economic strains could provoke China to employ gray zone tactics while the United States pivots toward strengthening alliances in the Indo-Pacific, India, and Latin America.