Latest Interviews
Showing 511–525 of 832 transcripts.
Clear all filters- Goldman Sachs8 min
The New Infrastructure is Digital
Since 2006, the firm has pivoted its infrastructure strategy from traditional transport and utilities to prioritize digital assets, driven by a ten-year capital shift that recently concentrated on fiber networks and data centers. This transition was accelerated by the pandemic's demand for a contact-free economy, which exposed critical connectivity gaps in the UK and necessitated major investments to support remote work, healthcare, and e-learning. To address these regional disparities and foster economic recovery, the firm is now deploying fiber infrastructure across 100 cities to create approximately 10,000 jobs while advocating for regulatory frameworks that ensure fair pricing and rural access.
- Goldman Sachs28 min
Scott Mills, President of BET Networks
BET President Scott Mills identifies the current racial justice moment as distinct from previous eras due to its unprecedented youth diversity and the absence of political leadership, prompting the network to launch its $25 million "Content for Change" campaign to alter societal narratives and combat systemic racism. The initiative funds specific programming like "Cop Watch" and "Finding Justice" with Dwayne Johnson while raising an additional $17 million for pandemic relief, directly addressing the dual psychological toll of the health crisis and racial violence on the African American community. Although audience reception has been strong, BET faces significant scrutiny regarding its editorial choices, a challenge the network navigates with the support of a high-level mentorship network while acknowledging the insufficiency of video evidence alone to overcome deep-seated biases.
- Goldman Sachs12 min
The Outlook for ETFs
During the recent pandemic-induced market volatility, Exchange-Traded Funds (ETFs) attracted significant net inflows driven by their liquidity, tax efficiency, and lower costs, while specific sectors like Healthcare and Technology saw substantial capital migration. The Federal Reserve marked a historic shift on March 23 by launching a corporate bond ETF purchase program that injected liquidity into credit markets and catalyzed over $31 billion in additional investor capital. Looking ahead, the industry is pivoting toward Active Beta structures, ESG-focused products, and thematic innovations to capitalize on evolving investor preferences and systematic strategy demands.
- Goldman Sachs24 min
The Great Reset: A Framework for Investing After COVID-19
Goldman Sachs Senior Advisor Steve Strong identifies the pandemic as a transformative rule-changing event in his report *The Great Reset*, predicting a permanent economic shift driven by the adoption of resilient business models and "sticky" behavioral changes in remote work and digital health. The analysis forecasts a regulatory pendulum swing that will favor companies with built-in redundancy over efficiency, while simultaneously fragmenting consumer markets into distinct risk-based segments that demand tailored safety and social distancing measures. Ultimately, Strong cautions investors to look beyond immediate crisis survivors toward the upcoming innovation phase, where new entrants and retooled incumbents will dominate by creating superior, more resilient economic structures.
- 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 Sachs24 min
Corie Barry, Chief Executive Officer of Best Buy
Best Buy CEO Corey Barry led the company through an unprecedented crisis by prioritizing employee safety and revenue retention, which enabled a rapid pivot to a 100% curbside-only model that captured 95% of prior-year sales volume. The retailer accelerated long-term structural shifts by reducing physical square footage, expanding consumer health technology offerings, and implementing an appointment-based in-store concierge system to ensure safety transparency. Barry further addressed cultural transformation by launching a gender diversity initiative for field leadership and establishing an inclusive framework grounded in vulnerability and empathy to guide future strategic decisions.
- Goldman Sachs7 min
Accelerated Innovation in the Healthcare Industry
Driven by unprecedented government-industry collaboration and $3 billion in BARDA funding, the medical sector is compressing vaccine development timelines from four years to eighteen months while restructuring healthcare delivery through permanent telemedicine and domestic supply chain priorities. Concurrently, plummeting genome sequencing costs are accelerating research into gene and cell therapies for rare diseases, while robotic surgery adoption enhances ICU surge capacity and patient recovery rates. This convergence of policy support, financial investment, and technological integration has created the most favorable investment environment in history, signaling a decade-long trajectory of rapid innovation in genomics and next-generation medicine.
- Goldman Sachs6 min
Analyzing China’s Consumer Behavior
Goldman Sachs Research introduced a four-dimension framework analyzing China's consumer recovery through government policies, demand, supply, and digital strategies, identifying V-shaped rebounds in beverages alongside L-shaped struggles for apparel. The report highlights a divergence where high-end luxury sales surge due to travel restrictions while regional and demographic factors create uneven growth rates across the country. Looking ahead, corporate sentiment has shifted from cost containment to strategic pricing and structural investments in health-conscious premiumization, even as social distancing risks persist.
- Goldman Sachs7 min
How the Insurance Industry Is Reacting to COVID-19
Amidst global disruptions, well-capitalized insurers are navigating a dual challenge of declining personal lines claims due to reduced vehicle usage and rising workers' compensation costs, all while adjusting portfolios against Federal Reserve rate cuts that have suppressed investment returns. To offset these financial pressures, the industry is accelerating consolidation, deploying digital technologies to streamline operations, and shifting investment strategies toward illiquid assets while anticipating systemic healthcare reforms that will embed telehealth into standard policies. Consequently, policyholders can expect modest premium increases and sustained access to essential coverage as companies prioritize risk pricing and operational efficiency in a rapidly evolving post-pandemic landscape.
- Goldman Sachs22 min
Jared Diamond, Author of "Upheaval"
Jared Diamond applies crisis therapy frameworks to analyze global and national trajectories, arguing that leadership impact varies significantly based on institutional strength while digital communication exacerbates political polarization. He identifies internal erosion and voter restrictions as the primary threats to American democracy, yet maintains a cautiously optimistic 51% probability of resolution by citing public shifts on climate change and corporate governance reforms. Diamond concludes that overcoming existential crises requires nations to acknowledge internal faults and adopt effective external models, drawing parallels to historical recoveries like the Meiji Restoration.
- Goldman Sachs29 min
Andrew Roberts, Historian and Author of "Leadership in War"
Andrew Roberts, Anthony Gutmann
Andrew Roberts' latest book *Leadership and War* analyzes nine historical figures who shaped modern history, challenging deterministic views by asserting that individual will and specific personal choices, such as Napoleon's 1812 invasion, primarily drive outcomes rather than impersonal forces. The author argues that traits like charisma and moral character are irrelevant to success, identifying ruthlessness, total self-belief, and a pivotal late-twenties biographical moment as the shared characteristics of these leaders. Roberts concludes that while historical leaders like Churchill and Thatcher controlled information and embraced a sense of destiny, modern leaders face fundamentally different challenges in the digital age where censoring negative news is impossible.
- Goldman Sachs22 min
Philip Jansen, Chief Executive Officer of BT Group
BT Group CEO Phil Jansen disclosed his March COVID-19 infection to facilitate contact tracing and adapted the crisis response by prioritizing customer and national stability while managing a 20% staff reduction. The telecommunications giant rapidly expanded critical infrastructure by connecting 18 hospitals and deploying tens of millions in funding to maintain network performance during a surge in fixed data demand. Looking ahead, Jansen outlined a £12 billion investment plan to achieve 20 million fiber connections and doubled 5G coverage within a year, while cautioning that the SME sector faces significant financial pressure once government support schemes conclude.
- Goldman Sachs10 min
The Outlook for the Corporate Credit Default Cycle
Goldman Sachs identified three sequential credit risks in early March, noting that Federal Reserve intervention in late March successfully mitigated the most severe credit crunch and liquidity impairment while leaving fundamental financial distress intact. Although the central bank's announcement triggered an 85% surge in primary market issuance and normalized secondary trading conditions, the firm maintains a 13% default rate forecast for the year due to persistent earnings pressure on lower-rated issuers. Market participants anticipate a strategic shift toward restructurings rather than liquidations, with a projected sector rotation back into cyclical industries like energy as the economic recovery progresses.
- Goldman Sachs21 min
Daniel Susskind, Author of "A World Without Work"
Economist Daniel Susskind argues that the 21st century faces a crisis of scarcity for well-paid work driven by technology rather than a lack of tasks, creating distinct challenges in inequality, concentrated power, and the erosion of meaning derived from employment. While dismissing Malthusian pessimism, Susskind predicts that technological expansion will eventually double global GDP per capita within decades, prompting a necessary policy shift from traditional labor market regulation to "leisure policies" and the rapid adoption of Universal Basic Income to address the immediate collapse in demand exacerbated by the pandemic. To navigate this transition, he advises young professionals to either cultivate non-routine interpersonal skills that resist automation or acquire technical expertise to design automated systems, warning that current educational models remain dangerously misaligned with future economic realities.
- Goldman Sachs27 min
Bernard Looney, Chief Executive Officer of BP
BP CEO Bernard Looney led the company through a historic demand collapse and supply disruption by prioritizing workforce safety, community support, and financial liquidity while navigating the "Black April" crisis. Concurrently, Looney accelerated BP's strategic shift toward clean energy with a net-zero commitment by 2050, driven by shifting societal values and investor sentiment regarding ecological fragility. The leadership approach also emphasized a cultural transformation focused on employee mental health, authentic communication, and ethical decision-making to rebuild societal trust.