Latest Interviews
Showing 421–435 of 1,304 transcripts.
Clear all filters- Goldman Sachs28 min
Navigating the new geopolitical and technology landscape
George Lee, Jared Cohen, Allison Nathan
High geopolitical uncertainty and the rise of "swing states" are forcing a shift from broad regional strategies to country-specific tactics as nations leverage distinct advantages in technology and supply chains. With geopolitical drivers now overpowering traditional economic interests, major powers are engaging in asymmetric competition over critical technologies like semiconductors and AI, creating an "impedance mismatch" between slow government regulation and rapid technological evolution. To navigate this landscape, leaders must integrate deep geopolitical analysis with commercial insights to mitigate risks and capitalize on the emerging "geocommercial" opportunities across these fragmented global markets.
- Goldman Sachs27 min
Michael Horvath, CEO and Co-Founder of Strava
Strava CEO Michael Horvath and co-founder Mark Gainey transformed a rejected 1994 concept into the world's largest human movement database, now serving over 100 million users across 50 sports. Since Horvath's 2019 return to lead a strategic pivot toward subscription revenue, the platform has more than tripled its paying subscribers and doubled its community size. Leveraging this data, the company now drives public infrastructure improvements through its Strava Metro tool while positioning itself as the central hub for the convergence of healthcare, wellness, and fitness.
- Goldman Sachs29 min
How much higher can bond yields go?
Rick Rieder, Praveen Korapaty, Alison Nathan, Praveen Kaurapati
BlackRock's Rick Reeder and Goldman Sachs analysts project the Federal Reserve has peaked with rates likely to stay elevated to protect millions of jobs while inflation remains sticky. Global central banks are diverging as the Bank of Japan adjusts its yield curve control and the ECB hikes toward 4%, prompting investors to favor European assets and high-yielding short-duration cash over U.S. credit. This strategic shift aims to capture over 5% annualized returns on the front end of the yield curve while navigating a structurally higher neutral rate environment.
- Goldman Sachs25 min
Jimmy Chin, Mountain Athlete, Photographer, Filmmaker
Jimmy Chin, an Oscar-winning filmmaker and elite mountaineer, explores the ethical complexities of documenting extreme climbing while sharing insights from his survival of a massive avalanche and his seven years living in a car in Yosemite. Through his work capturing Alex Honnold's free solo ascent, Chin established a guiding principle that prioritizes the safety of the athlete over production demands, treating his role as a friend rather than just a director. He further details how high-altitude alpinism relies on embracing failure to refine strategy, utilizing the mantra "slow is fast" to manage fear and make rational decisions in life-threatening situations.
- Goldman Sachs27 min
Marc Rowan, CEO and Co-Founder of Apollo Global Management
Apollo Global Management, led by CEO Mark Rowan, leverages its $550 billion in assets across retirement services and alternative investments to pursue a 2026 goal of reaching one trillion in capital by exploiting liquidity gaps and bank disintermediation. While the firm has paused new acquisitions to prioritize operational efficiency and digital transformation, it continues expanding its workforce to support a strategy that aligns incentives through significant ownership stakes in portfolio companies. This approach targets structural market shifts toward indexation and fintech disruption, aiming to cultivate a leadership culture grounded in judgment and organizational momentum to attract top talent.
- Goldman Sachs25 min
Is it time to invest in emerging markets?
Kay Haigh, Hiren Dasani, Alison Nathan
Despite projected tepid headline earnings growth, emerging market equities are poised for a recovery driven by structural gains in non-commodity sectors and a faster-than-anticipated Chinese economic reopening. This optimism is bolstered by resilient fundamentals in markets like India and Mexico, which offer double-digit earnings growth forecasts alongside attractive valuations trading at a significant discount to U.S. counterparts. While sovereign debt risks persist in fiscally weak nations like Ghana and Zambia, investment strategies are shifting toward high-quality corporate debt and equity leaders in consumer, financial, and technology sectors benefiting from stabilizing liquidity conditions.
- Goldman Sachs24 min
Goldman Sachs CEO David Solomon on the economy, markets and the firm's performance
Goldman Sachs CEO David Solomon and economists reassess the 2023 macroeconomic outlook as a soft landing becomes more probable, citing stickier inflation and cautious CEO sentiment amid geopolitical and cyber risks. The firm reported a 10.2% return on equity for 2022, driven by strategic reorganizations that merged banking and asset management divisions to enhance market share and target $10 billion in fees by 2024. Looking ahead, leadership emphasizes a shift toward multi-year resilience and long-term growth in artificial intelligence and clean energy, with key financial details slated for an investor day on February 28, 2023.
- Goldman Sachs31 min
Are we on the cusp of a generative AI revolution?
Eric Sheridan, Kash Rangan, Allison Nathan
Goldman Sachs experts predict a rapid 12 to 18-month acceleration in consumer-facing generative AI, shifting technology from predictive forecasting to autonomous content creation that drives enterprise productivity and labor market transformation. This evolution will consolidate market power among established cloud infrastructure giants while redefining search and software interfaces through conversational models and automated workflows across supply chain management and creative sectors. Although high development barriers and ethical safeguards will shape the landscape, the sector is projected to expand its global economic share by replacing traditional information retrieval with actionable, natural-language solutions that augment rather than solely replace human labor.
- Goldman Sachs16 min
Astro Teller, Captain of X, The Moonshot Factory with George Lee
Established over a decade ago as Google's moonshot laboratory, X incubates high-risk global solutions by prioritizing intellectual honesty and rapid experimentation over immediate commercial success. The organization distinguishes itself through a unique incentive structure that rewards employees for the quality of their data and the validity of their pivots, even when projects fail to meet operational targets. By fostering a cultural infrastructure where teams can safely explore radical ideas, X enables the creation of independent ventures and drives scalable innovation across sectors ranging from autonomous logistics to computational agriculture.
- Goldman Sachs36 min
Emma Grede, CEO and Co-founder of Good American with Kim Posnett
Emma Greed leverages early-career naivety and a customer-centric strategy to co-found Good American and Skims, successfully filling a $10 billion market gap for inclusively sized apparel while prioritizing rigorous product quality over celebrity endorsements. As Chairwoman of the 15% Pledge, she mandates non-negotiable diversity across operations and supply chains, generating billions in opportunity for Black-owned businesses and driving record-breaking revenues like Skims' $100 million in six months. Greed's leadership philosophy rejects traditional work-life balance in favor of immediate community feedback and a resilient board structure, ensuring that corporate citizenship and inclusive sizing remain central to long-term brand survival.
- Goldman Sachs36 min
Why investors are leaning into alternatives: Apollo’s Marc Rowan
Apollo Global Management CEO Mark Rowan details the firm's strategic integration with its subsidiary Athene, a move that created the world's largest retirement services business and positioned Apollo to double its investment-grade credit business within five years. Facing a structural shift where institutional investors supply over 80% of debt capital, the firm is scaling capacity to replace waning bank liquidity while targeting $1 trillion in assets under management by 2026. This transition is driven by a culture of intellectual insubordination and deep mentorship, aiming to capture returns in alternative asset classes that are becoming increasingly dominant as public market alpha diminishes.
- Goldman Sachs24 min
A Conversation With Will Ahmed, Founder and CEO of WHOOP
Founded by Will Ahmed at Harvard's Innovation Labs, Whoop utilizes a wearable sensor capturing up to 1,000 times more physiological data than competitors to generate recovery scores that track metrics like heart rate variability and sleep quality. This continuous monitoring has enabled medical breakthroughs in predicting preterm birth and detecting COVID-19 infections before symptoms appear, while the company's subscription model and endorsement-free strategy secured adoption by elite athletes such as LeBron James. By shifting healthcare from a curative to a preventative model, the technology now guides users toward lifestyle improvements and has facilitated life-saving interventions for conditions like heart attacks through early anomaly detection.
- Goldman Sachs26 min
Will Guidara, Restaurateur and Former Co-Owner of Make It Nice Hospitality Group
Over an eleven-year tenure from 2006 to 2017, Will Guidara elevated Eleven Madison Park from a two-star brasserie to the world's number one restaurant by pioneering his "unreasonable hospitality" philosophy that prioritizes guest emotional connection over culinary perfection alone. Guidara dismantled rigid hierarchies and implemented radical operational strategies, such as the "Dream Weaver" role and a proactive dessert trolley, which drove a 300% increase in dessert sales and secured a four-star rating from critic Frank Bruni. This transformative leadership not only navigated the 2008 recession through community building but also established a cultural framework that continues to redefine industry standards by empowering staff to create personalized guest experiences.
- Goldman Sachs27 min
As China reopens, what’s ahead for commodities in 2023?
Goldman Sachs economists project a 43% rally in commodities during 2023, driven by a convergence of China's economic rebound, persistent supply constraints, and a structural underinvestment cycle that mirrors the bullish conditions of 2007. Key demand drivers include a surge in Chinese oil and copper consumption alongside Europe's urgent need for energy capacity, while OPEC's pricing power remains elevated due to limited spare production outside the Gulf region. Consequently, the report positions the complex as a superior hedge against inflation and market volatility, with copper offering a steadier risk-adjusted return compared to the higher volatility expected in oil markets.
- Goldman Sachs20 min
Tim Davie, Director-General, BBC
Marking its centenary, the BBC reports a £5.3 billion revenue model driven by a 60% surge in commercial earnings while strategically pivoting toward distinct high-trust content like natural history and impartial news rather than competing directly with global streaming giants. Amidst a shrinking global landscape for free press where 70% of the population lacks media freedom, the corporation has restructured production teams to serve external clients and is reinforcing its mission through live events that foster social cohesion. Facing intensified competition for senior talent, the organization is leveraging its legacy of independence and societal impact to retain staff while demanding market-based accountability alongside its public service values.