Latest Interviews
Showing 376–390 of 525 transcripts.
Clear all filters- Goldman Sachs11 min
India’s Response to the Economic Downturn
Goldman Sachs revised India's FY21 growth forecast to 1.6% after projecting a 220 basis point contraction from the nationwide lockdown and 150 basis points from global contagion, marking a deeper downturn than historical recessions but milder than the 1979 decline. The outlook anticipates a severe Q1 and Q2 recession followed by a H2 recovery dependent on infection control, expanded fiscal stimulus beyond the initial 0.8% GDP package, and continued monetary easing by the Reserve Bank of India. While Foreign Institutional Investors have withdrawn over $17 billion, the Indian Rupee remains relatively resilient due to a benign current account deficit and substantial foreign exchange reserves, though short-term depreciation is expected before stabilizing at approximately 72 INR/USD within a year.
- Goldman Sachs24 min
Rahm Emanuel, Former Chicago Mayor and Author of "The Nation City"
Political leader Rahm Emanuel argues that global power has permanently shifted from dysfunctional national institutions to local governments, where 75% public confidence drives mayors to assume federal responsibilities in climate action, education, and economic growth. Citing Chicago's transformation of its school system and energy grid, Emanuel demonstrates how local leadership can achieve measurable outcomes, such as raising high school graduation rates from 56% to nearly 80%, while overcoming federal gridlock. He asserts that this structural realignment is irreversible and calls for a political strategy focused on execution and enabling policy rather than broad, unfulfillable campaign promises.
- Goldman Sachs29 min
Financial Roadmap - Goldman Sachs 2020 Investor Day
Goldman Sachs has outlined a three-year strategic plan targeting a Return on Equity exceeding 13% and an efficiency ratio of 60% by driving revenue growth, reducing the cost of funds, and implementing a $1.3 billion expense initiative. The firm aims to lower its funding costs by diversifying liabilities to reach a 50% deposit mix and will allocate capital toward high-return opportunities while returning excess value to shareholders through flexible buybacks and dividends. Under this framework, the Global Markets segment seeks to lift its ROE to 10% while new consumer and transaction banking initiatives are projected to reach break-even status within the medium-term horizon.
- Goldman Sachs18 min
Ethan Brown, Founder and CEO of Beyond Meat
Founder Ethan Brown directs Beyond Meat's mission to replace animal protein with plant-based alternatives that simultaneously address human health, climate change, and resource conservation. The company leverages proprietary extrusion technology and strategic retail expansion to secure partnerships with major chains like McDonald's and Subway while aiming to become a global leader rivaling Tyson and JBS. Supported by high-profile athlete endorsements and data showing up to 99% reduction in water and land usage, Beyond Meat is actively scaling its operations into Asian and European markets to drive a cultural shift toward sustainable eating.
- Goldman Sachs16 min
Darren Walker – President of the Ford Foundation
Darren Walker, President of the Ford Foundation, leverages his decade of private sector experience in capital markets and law to critique structural inequalities he argues threaten American democracy. Drawing on historical data regarding the "War on Drugs" and post-1982 corporate financial shifts, Walker asserts that systemic designs deliberately suppress upward mobility and erode trust in institutions. He concludes by urging professionals to integrate empathy and specific skill sets into for-profit sectors and local community engagement rather than assuming a full career pivot is necessary for social impact.
- Goldman Sachs32 min
Ret. US Marine Corps General and Former White House Chief of Staff John Kelly
General John Kelly outlines a strategic approach to North Korean denuclearization and trade with China that leverages President Trump's deal-making instincts to manage complex international relations despite significant geopolitical hurdles. Simultaneously, the administration is restructuring domestic policies on drug trafficking and border security by advocating for physical barriers, advanced surveillance technology, and comprehensive demand reduction programs to address rising opioid crises and illegal immigration. Kelly asserts that these initiatives operate within an orderly White House environment that prioritizes diverse internal advice while utilizing direct communication channels to bypass traditional media constraints.
- Goldman Sachs34 min
Bret Stephens: "New York Times" Op-Ed Columnist
Bret Stephens, Jake Siewert, Brett Stevens
Pulitzer Prize-winning columnist Brett Stevens, a former Jerusalem Post editor with a background in political philosophy, delivered a speech titled "The Dying Art of Disagreement" warning that political certitude and the erosion of free press threaten liberal democracy. Stevens critiqued the isolationist trends in U.S. foreign policy, condemned the Republican Party's failure to check executive overreach, and highlighted the dangers of media algorithms creating thought silos. He argued that healthy democracies require robust disagreement and contrarian voices, urging both journalists and voters to reject the toxic "certitudinousness" that fuels extremism and undermines global security.
- Goldman Sachs13 min
David Harding: The Future of Quantitative Investing
William Harding challenges the trend-following orthodoxy and public hype surrounding artificial intelligence while grounding his firm's strategy in extensive historical data analysis stretching back to 1919. He prioritizes organizational resilience by balancing the conflicting interests of stakeholders, maintaining low leverage, and preparing for catastrophic drawdowns that exceed standard probabilistic models. This approach validates Winton's long-term conviction that quantitative modeling offers a robust, non-controversial solution to market volatility without relying on speculative technologies.
- Goldman Sachs45 min
Tim Brown and Joey Zwillinger: Making Footwear Sustainable, Comfortable and Cool
Tim Brown, Joey Zwillinger, Kathy Elsesser
Founded in 2016 by Tim Brown and Joey Zwillinger, Allbirds operates as a certified B Corp that disrupts the footwear industry by prioritizing sustainable material science through its direct-to-consumer model. The company leverages a co-CEO leadership structure and a rigorous "one product at a time" philosophy to rapidly iterate designs based on direct customer feedback, successfully launching innovations like the Wool Runner and eucalyptus fiber while maintaining a flat price point. With plans to expand internationally and open physical retail locations for tactile testing, Allbirds aims to normalize sustainable manufacturing standards across the fashion sector.
- Goldman Sachs11 min
Remarks by Michael Bloomberg
Michael Bloomberg, John F.W. Rogers, Kevin McCarthy, Tyler Perry, Danny Meyer, Sarah Kauss, Wilbur L. Ross, Sara Blakely, Gina Raimondo, Rick Snyder, Marco Rubio, Lloyd Blankfein, Richard Branson, Warren Buffett
Former New York City Mayor Mike Bloomberg chronicled the analog origins of his firm and argued that the American "ethic of trying again" remains the primary driver of economic resilience. He sharply criticized current U.S. immigration and regulatory policies for threatening the small business sector, which historically serves as the incubator for future large-scale corporations and employs millions of immigrant-owned enterprises. Bloomberg concluded with a direct call to action, urging entrepreneurs to aggressively lobby elected officials for open immigration and reduced red tape to ensure sustained economic growth.
- Goldman Sachs10 min
Remarks by The Honorable Wilbur L. Ross
Wilbur L. Ross, John F.W. Rogers, Kevin McCarthy, Tyler Perry, Danny Meyer, Sarah Kauss, Sara Blakely, Michael Bloomberg, Gina Raimondo, Rick Snyder, Marco Rubio, Lloyd Blankfein, Richard Branson, Warren Buffett
The event highlights the pivotal role of small and medium-sized enterprises in generating 63% of new jobs while detailing policy shifts that reduced regulatory burdens and altered tax structures for flow-through entities. Federal initiatives have intensified trade enforcement by 80% and deployed foreign commercial teams in 73 domestic and international locations to overcome export participation barriers that currently limit less than 3% of American businesses. These efforts, validated by case studies like Kaddis Enterprises' 400% growth, emphasize leveraging e-commerce and active marketing to facilitate business succession and global expansion.
- Goldman Sachs1h 1m
Danny Meyer: Shaking it Up: Stories of Success from a Disruptor
Danny Meyer, Tim O'Neill, John F.W. Rogers, Kevin McCarthy, Tyler Perry, Sarah Kauss, Wilbur L. Ross, Sara Blakely, Michael Bloomberg, Gina Raimondo, Rick Snyder, Marco Rubio, Lloyd Blankfein, Richard Branson, Warren Buffett
Danny Meyer launched Union Square Cafe in 1985 by applying an "enlightened hospitality" philosophy that prioritizes employee well-being over profit, a strategy that transformed a struggling neighborhood eatery into a cultural icon following a pivotal New York Times review. This approach evolved into the Union Square Hospitality Group, which expanded to include Shake Shack and over 100 locations globally by institutionalizing a culture where leaders act as "culture carriers" and growth is driven by a specific stakeholder hierarchy. Meyer's career demonstrates how maintaining core values while aggressively pruning non-performing assets allows an organization to scale without losing its soul or financial stability.
- Goldman Sachs36 min
A Creative Empire: Tyler Perry's Life Lessons
Tyler Perry, Harvey Schwartz, John F.W. Rogers, Kevin McCarthy, Danny Meyer, Sarah Kauss, Wilbur L. Ross, Sara Blakely, Michael Bloomberg, Gina Raimondo, Rick Snyder, Marco Rubio, Lloyd Blankfein, Richard Branson, Warren Buffett
Tyler Perry leveraged a childhood desire to escape poverty to transition from a struggling playwright with only forty-five acquaintances to the founder of a 330-acre studio empire that rivals Universal and hosts major productions like *Black Panther*. Through seven years of personal reinvestment and the early cultivation of a two-million-person email list, he scaled his work to financial independence before constructing a workplace culture defined by optional prayer and deep respect for his 400 direct staff. Currently, Perry uses the revenue from his commercial "Madea" franchise to fund ambitious artistic visions while maintaining a leadership philosophy centered on faith and the belief that his success serves as a testament to limitless possibilities for future generations.
- Goldman Sachs15 min
Rep. Kevin McCarthy: Standing Up for Small Businesses
Kevin McCarthy, John F.W. Rogers, Tyler Perry, Danny Meyer, Sarah Kauss, Wilbur L. Ross, Sara Blakely, Michael Bloomberg, Gina Raimondo, Rick Snyder, Marco Rubio, Lloyd Blankfein, Richard Branson, Warren Buffett
House Majority Leader Kevin McCarthy, a California Republican with deep roots in the state's energy and agricultural sectors, outlines his journey from early entrepreneurial ventures to crafting bipartisan legislation like the Jobs Act. He argues that small businesses are the nation's primary job creators and urges owners to build direct, sustained relationships with lawmakers to overcome capital and training hurdles. Drawing on historical symbolism from the Gettysburg Address and Washington Crossing the Delaware, McCarthy concludes by calling for cross-party collaboration to address long-term challenges and forge a more perfect union.
- Goldman Sachs49 min
Rising Tide: How Small Businesses Boost Communities
Senator Chris Coons, Senator Tim Scott, Mike Allen, John F.W. Rogers, Rep. Kevin McCarthy, Tyler Perry, Danny Meyer, Sarah Kauss, Wilbur L. Ross, Sara Blakely, Michael Bloomberg, Gina Raimondo, Rick Snyder, Marco Rubio, Lloyd Blankfein, Richard Branson, Warren Buffett
Senator Chris Coons and Senator Tim Scott convened to discuss bipartisan legislative strategies addressing immigration reform, economic competitiveness against global rivals, and sentencing corrections. Drawing from their diverse backgrounds in small business and public service, the pair highlighted their "Investing in Opportunity Act" and a new coalition aimed at revitalizing distressed communities through tax incentives. Looking ahead, they emphasized a shift toward substantive policy negotiations on education and healthcare to improve congressional approval ratings while navigating a polarized political landscape.