Latest Interviews
Showing 451–465 of 3,131 interview transcripts.
Clear all filters- Goldman Sachs21 min
Will US Stocks Outperform in 2026?
Sharmin Mossavar-Rahmani, Alison Nathan
Goldman Sachs projects global equities to outperform U.S. stocks in 2026, with emerging markets excluding China forecast to lead returns despite a negative outlook on Chinese assets due to a disconnect between official GDP figures and independent growth estimates. While identifying potential valuation risks and "bubble trouble" within the private AI sector, the firm advises against hedges like gold or Bitcoin in favor of U.S. Treasuries and broad S&P 500 exposure. The strategic recommendation centers on maintaining a diversified portfolio with a U.S. overweight, utilizing the index's rebalancing mechanism to capture long-term returns driven by margin expansion and AI efficiency.
- The Economist9 min
Why are ICE agents targeting Minneapolis?
The administration targeted the Democratic stronghold of Minneapolis for immigration enforcement to politically polarize voters and challenge officials like Governor Tim Walz, despite the city's small immigrant population creating logistical challenges for meeting enforcement quotas. This strategy follows disputed border agent shootings, including the killing of Alex Preti, where conflicting narratives between officials and video evidence have fueled public opposition and shifted polling toward abolishing ICE. As Minnesota leaders face federal investigations and federal agents preempt local inquiries, escalating tensions between state and federal authorities are driving potential government shutdowns while large protests continue in freezing conditions to contest the administration's monopoly on defining the facts.
Data Centers in Space? Armada’s CEO on SpaceX and the Edge
Armada, funded by over $200 million, deploys modular AI factories to bring hyperscale computing to remote and hostile environments, effectively bridging the digital divide in regions lacking traditional infrastructure. Strategic alliances with key entities like SpaceX, OpenAI, and Microsoft enable the company to integrate edge connectivity and proprietary models into diverse sectors ranging from military operations on aircraft carriers to disaster response in the Arctic and Saudi desert. By prioritizing rapid deployment of American-led AI stacks, Armada aims to secure global data sovereignty and expand its footprint into critical industries such as energy and defense through 2026.
- All-In Podcast2h 15m
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
Jeremy Allaire, George Kurtz, Adam Goldstein, Chase Lochmiller, Mike Green
In a discussion featuring Jeremy Allaire of Circle and Brian Armstrong of Coinbase, industry leaders forecast that 2026 will mark a pivotal shift toward institutional stablecoin adoption driven by new regulatory frameworks and falling interest rates. Concurrently, security experts like George Kurtz highlight how AI has accelerated cyber threats while aviation pioneers such as Adam Goldstein of Archer Aviation anticipate commercial VTOL operations by summer 2026 following accelerated federal certification. Meanwhile, Crusoe's Chase Locke Miller details a strategic pivot to energy-abundant regions, securing massive AI infrastructure capacity through stranded renewables and small modular reactors to support the surging demand from hyperscalers.
- All-In Podcast1h 6m
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
Dr. Mehmet Oz, Dr. Oz, Chamath, Jason, Friedberg
Dr. Mehmet Oz's summary outlines a Trump administration strategy to overhaul U.S. healthcare by bypassing legislative gridlock through administrative rulemaking and leveraging AI to boost clinical efficiency while enforcing strict fraud detection. Central to this approach is a radical reduction in drug costs via direct negotiations with manufacturers like Novo Nordisk and Eli Lilly, alongside a $50 billion rural transformation fund deploying telemedicine and autonomous technology. The administration projects these measures will eliminate billions in waste, stabilize Medicare sustainability, and fundamentally reshape the system by prioritizing subject-matter expertise over traditional political staffing.
- All-In Podcast1h 35m
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Brian Armstrong, Andrew Feldman, Jake Loosararian, Jason Calacanis
At a recent World Economic Forum panel, industry leaders Brian Armstrong, Andrew Feldman, and Jake Lucerarian detailed a strategic shift toward regulatory compliance, hardware acceleration, and industrial robotics. Armstrong outlined how new U.S. stablecoin legislation and favorable administration policies are driving institutional adoption, while Feldman described Cerebras's Wafer-Scale Engines as a critical solution to power and latency bottlenecks facing AI infrastructure. Simultaneously, Lucerarian highlighted how Gecko Robotics is leveraging proprietary data and government defense contracts to automate high-value physical inspections, underscoring a convergence of AI, energy constraints, and tangible economic infrastructure.
Snowflake vs Databricks: The AI Data War | CEO of $SNOW
Sridhar Ramaswamy, Molly O'Shea
Sridhar Ramaswamy positions Snowflake as a dual-focused enterprise aiming to balance rigorous reliability with accelerated velocity to compete in the early stages of an AI supercycle that he estimates will drive $6 trillion in market gains by 2025. The company's strategy involves integrating the Observe telemetry platform to enable natural language system querying while explicitly shifting away from human-intensive licensing models toward efficient AI-native alternatives. Ramaswamy emphasizes that navigating this "wartime environment" requires leaders to combine drive with malleability, urging the organization to transform its culture from long-planning database operations into an iterative ecosystem where data and code interact through natural language and APIs.
- Goldman Sachs24 min
Qatar PM Al Thani: Diplomacy and Qatar's Economic Future
Al Thani, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, Jared Cohen
Qatar leverages its "national security doctrine" to position itself as a neutral global mediator and logistics hub, aiming to prevent regional escalation while securing geopolitical leverage for its economy. This strategy drives the Qatar Investment Authority to transform the state into a multi-sector powerhouse by creating "national champions" like Qatar Airways and Qatar Energy, ensuring growth beyond its small population limits. Following lessons from the 2017 blockade, the nation further strengthens its resilience through Vision 2030, which prioritizes human capital development and diversified energy supplies to maintain stability amid eight concurrent international conflicts.
- Goldman Sachs12 min
“A Massive Broadening Trade”
Rich Privorotsky, Chris Hussey
Global markets are pivoting from a narrative of fading geopolitical risk to one dominated by Japanese bond volatility and a surging "real asset" rally driven by central bank diversification and inflation expectations. While U.S. mega-cap tech faces valuation compression due to AI investment concerns, capital is rotating aggressively into emerging markets and cyclical sectors like Greek banks to capitalize on a broader pro-growth strategy. As investors await critical tech earnings and Federal Reserve leadership nominations, the primary market risk remains a potential shift from rate cut expectations to aggressive hikes should U.S. labor data stabilize.
- Goldman Sachs22 min
Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
Goldman Sachs analysts project the 2026 global economy will benefit from stimulative fiscal and monetary policies that favor the U.S. structural growth advantage over Europe and China, despite lingering geopolitical risks. The firm anticipates a historic surge in M&A and IPO activity driven by a permissive regulatory environment and shifting CEO sentiment toward dealmaking. Internally, the organization is leveraging its "OneGS 3.0" AI strategy to restructure legacy processes, aiming to boost efficiency and productivity without reducing headcount while focusing future growth on asset and wealth management.
- Goldman Sachs20 min
Will macro tailwinds drive stocks higher?
Markets in early 2025 exhibit a shift from narrow AI concentration to broader cyclical leadership, driven by non-U.S. outperformance in regions like Japan and Korea alongside a breakout in U.S. bond yields. Analysts project a Federal Reserve holding rates through spring before implementing 50 to 100 basis points of cuts later in the year, coinciding with a "Year of the Tariff" that is expected to transition into a global growth cycle by 2026. Investors are consequently advised to diversify beyond the S&P 500 into international equities and U.S. cyclicals like housing and regional banks to navigate elevated valuations and a steeper yield curve.
- All-In Podcast48 min
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
David Sacks, Michael Kratsios, Maria Bartiromo
The United States maintains a significant technological lead over China in frontier AI models and semiconductor infrastructure, driving current economic growth while transitioning into an intensified competition for power generation capacity. To sustain this advantage, the administration has dismantled previous restrictive regulations in favor of a streamlined federal framework that prioritizes permissionless innovation and excludes politically biased models from government procurement. With private capital fueling data center expansion and strategic export programs aiming to secure global market share, the nation seeks to outpace China's domestic tech indigenization while mitigating risks of surveillance and regulatory fragmentation.
- All-In Podcast45 min
Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Sarah Rogers, newly appointed Undersecretary for Public Diplomacy, is prioritizing a global mandate to counter malign information and challenge European regulations like the UK's Online Safety Act and the EU's Digital Services Act, which she argues infringe on First Amendment rights through excessive speech criminalization. She contends that these frameworks function as censorship tariffs designed to extract revenue from American tech firms and notes that the Biden administration previously leveraged disinformation labels to suppress pandemic-related truths. In response to this regulatory divergence, the State Department is deploying sanctions and diplomatic pressure against foreign officials and intermediaries while advocating for community-driven moderation tools to preserve free expression in the digital ecosystem.
Inside Zipline’s Factory: The World’s Largest Drone Delivery Network
Keller Rinaudo Cliffton, Molly O'Shea
ZipLine is nearing two million total deliveries of autonomous aircraft across 140 million safe commercial miles, with its California headquarters employing over 1,300 staff to oversee a fleet managed by human supervisors rather than direct pilots. The company is rapidly scaling operations from 17 to 24 hours daily while transitioning to single-operator control of up to 30 units, supported by extensive in-house manufacturing of custom electric components and rigorous testing protocols. Strategic partnerships with major retailers and healthcare providers are driving adoption where over 50% of some households order via the service, despite current supply constraints necessitating limits on non-essential orders to ensure reliability.
- The Economist9 min
Could the world move away from the dollar?
Rachana Shanbhogue, Henry Curr, Gita Gopinath, Kenneth Rogoff, Peter
China's decoupling from the dollar, combined with sanctions on Russia and rising US debt levels, is accelerating a global shift toward diversifying reserve assets away from the United States. While the Euro and Renminbi are gaining traction in specific trade blocs, the transition remains gradual despite warnings of potential financial instability driven by US political polarization and a public default threat from the Trump administration. Global markets have thus far absorbed trade tensions without major financial contagion, though a tipping point could trigger a rapid restructuring of the international currency system if US institutional credibility continues to erode.