Latest Interviews
Showing 526–540 of 5,336 transcripts.
Clear all filters- Goldman Sachs31 min
Lloyd Blankfein on His Memoir, Risk Management and Leadership
Lloyd Blankfein, David Solomon
Former Goldman Sachs Chairman and CEO Lloyd Blankfein details his tenure from 2006 to 2018, contrasting the firm's unique partnership culture with post-IPO public market pressures while outlining specific strategies that enabled survival during the 2007–2008 financial crisis. He attributes this resilience to rigorous mark-to-market accounting and a proactive risk-management focus on tail events, rather than predictive foresight, alongside a leadership philosophy centered on "managing down" to foster collective ownership. Blankfein's memoir, "Streetwise," further examines his journey from Brooklyn public housing to Wall Street, the firm's expansion into philanthropy through 10,000 Women, and the deliberate preservation of Goldman Sachs' distinctive internal culture amidst structural evolution.
- Milken Institute27 min
Conversation with SEC Chairman Paul Atkins and CFTC Chairman Michael Selig | Future of Finance 2026
Paul Atkins, Michael Selig, Michael Piwowar
SEC Chairman Atkins and CFTC Chairman Selig are dismantling a fragmented regulatory landscape by establishing a joint taxonomy and "truce" to clearly distinguish tokenized securities from digital commodities while preventing duplicative enforcement. The agencies are simultaneously modernizing capital formation through disclosure streamlining, approving perpetual crypto futures, and accelerating on-chain settlement to reverse declining IPO trends. These collaborative initiatives aim to provide statutory durability in a post-Loper Bright environment by fostering a single primary regulator framework that retains global liquidity and innovation.
- The Economist8 min
Will the Iran war spread across the Middle East?
Greg, Anshul, Adam, Pete Hexeth
Experts warn that regional chaos in Iran could trigger a prolonged conflict, spiking energy prices and threatening the security models of Gulf states like Saudi Arabia and Qatar. While historically neutral, these nations are shifting toward military alignment with the US and abandoning diplomatic restraint as Iranian strikes backfire by uniting regional populations against Tehran. This escalation occurs amidst a US strategy driven by legacy considerations rather than broad public support, aiming to transform Iran's political landscape while balancing fears of a quagmire against the need to signal power to global rivals like China.
- Goldman Sachs14 min
Oil Market Impacts from Iran
Daan Struyven, Alison Nathan, Don Stroivind
A U.S. and Israeli military campaign against Iran resulted in the death of Supreme Leader Ayatollah Ali Khamenei, triggering a significant disruption to oil flows through the Strait of Hormuz and causing Brent crude prices to surge 25% year-to-date. While Goldman Sachs forecasts a base case of no sustained supply interruptions with prices stabilizing by late 2026, the market currently prices in a risk premium for a potential one-month closure that could drive costs to triple digits. As global spare capacity remains trapped by the blockade and U.S. Strategic Petroleum Reserve levels remain low, the situation presents immediate inflationary risks and elevated geopolitical tail risks for Gulf Cooperation Council infrastructure.
- All-In Podcast49 min
Ray Dalio: "AI Is Eating Everything - and It Might Eat Itself"
Ray Dalio, Dave, Chamath, Jason, Friedberg
Ray Dalio identifies the United States as being in Stage 5 of a long-term cycle, marked by a $2 trillion deficit, 600% debt-to-GDP ratio, and deepening political polarization that necessitates a bipartisan "3% solution" to stabilize the economy. He argues that traditional fiscal tools are insufficient, recommending a strategic 5% to 15% allocation to gold as the only reliable store of value against the impending erosion of fiat currency and geopolitical trade conflicts. Ultimately, Dalio warns that systemic recovery requires a strong leader to enforce structural reforms, manage the transition away from unsustainable trade deficits, and ensure national productivity amid rising technological and social instability.
- The Economist10 min
Will the Iranian regime collapse? | The Economist
US and Israeli forces are executing a decapitation strategy against the Islamic Republic of Iran's security apparatus, targeting senior figures like General Vahidi while neutralizing half of Tehran's ballistic missile capabilities. Despite inflicting significant damage on command structures and nuclear research sites, the conflict faces logistical risks as regional air defenses may deplete after a week of intense retaliation and accidental strikes have already resulted in American casualties. Ultimately, the war's trajectory hinges on whether the regime collapses under pressure or if political constraints force a reversal of the stated goal of regime change.
$1.9B AUM. 200+ Investments. 54 Exits. Inside M13
Courtney Reum, Carter Reum, Molly O'Shea
M13, led by founders Courtney Cowan and Carter Walden, executes a disciplined early-stage strategy across Future Work, Health, Commerce, and Money by out-executing competitors through a $1 million annual operating platform and a 1% daily improvement philosophy. The firm leverages a team of operator backgrounds to secure 20% ownership in portfolio companies, driving Series B valuations 25% higher than the market median and achieving 54 exits including early stakes in Ring and Pinterest. While prioritizing the second and third waves of AI disruption to avoid capital arms races with giants, M13 applies asymmetrical risk/reward logic to build a top-decile fund utilizing Los Angeles as a primary hub for creator and consumer innovation.
- Milken Institute47 min
How Can Philanthropy Address Complex Climate Crises? | Asia Summit 2025
Melissa Stevens, Anindya Novyan Bakrie, Jamie Choi, Boon Heong Ng, Chavalit Frederick Tsao
This event convened climate leaders and philanthropists to address the critical urgency of narrowing the decade-long window for irreversible climate action while highlighting the severe underfunding of adaptation in vulnerable regions. Through case studies like Temasek's low-carbon rice initiatives and strategies for aligning Indonesia's renewable energy goals with smallholder economics, speakers emphasized philanthropy's role as de-risking capital to crowd in government and private sector investment. The dialogue concluded with a strategic pivot toward an "Asia-led" decade of climate action, urging a shift from isolated charity to coordinated, community-rooted systems that leverage local values to unlock scalable solutions and robust carbon markets.
- The Economist7 min
What's China really up to in the Arctic? | The Economist
China aims to establish itself as a "polar great power" by 2030 through its "Polar Silk Road" initiative, which seeks to leverage the retreating Arctic ice to secure economic advantages via the Northern Sea Route and access natural resources. While Beijing has deepened cooperation with Russia and attempted infrastructure projects in Greenland and Nordic countries, these efforts face mounting resistance from NATO members who suspect military-civil fusion and demand prioritized security over scientific engagement. The inclusion of Sweden and Finland into the alliance has further complicated China's strategic goals by shifting the regional balance toward defense, thereby hindering Beijing's ambitions to expand its footprint in the Arctic.
- Goldman Sachs23 min
Sentiment Shifts on AI Capex Spend
Tony Pasquariello, Joshua Schiffrin, Dominic Wilson, Josh
Global equity markets are diverging as overseas regions, particularly Japan and South Korea, surge to new highs while U.S. indices trade sideways amid intense skepticism regarding AI profitability and debt-fueled capital expenditure. This rally is driven by a structural expectation that artificial intelligence will ultimately induce disinflation, prompting investors to reallocate capital into non-U.S. assets even as the Federal Reserve holds rates steady through mid-year. Currency and bond markets are simultaneously adjusting to anticipated policy normalization, with a weakening U.S. dollar and steepening yield curves reflecting a consensus that growth in Asia will dominate the coming macro regime.
- All-In Podcast1h 21m
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Trump, Friedberg, Jason Calacanis, Chamath Palihapitiya, David Sacks
The event analyzes a dramatic market shift where Anthropic's AI announcements triggered significant stock declines across legal, security, and computing sectors, signaling a transition from debating AI's timeline to questioning the survival of current business models. Concurrently, the discussion contrasts this volatility with a labor paradox where rising AI tool costs drive higher engineering demand, while highlighting structural constraints in energy infrastructure and a Supreme Court ruling that temporarily stalled executive tariff powers. The session concludes by examining breakthrough medical trials for aging reversal and noting a political climate where legislative polarization has deepened despite moments of rare bipartisan agreement.
- The Economist9 min
What would be the point of an American strike on Iran? | The Economist
Edward Carr, Ed, Shashank, Greg
Two US aircraft carrier strike groups and over 100 fighter jets, including F-22s landed in Israel, have assembled in the Gulf and Mediterranean to execute high-intensity strikes without establishing a large-scale ground presence in Saudi Arabia or the UAE. Analysts warn that the undefined strategic aim—ranging from punitive punishment to coercive diplomacy or regime change—fundamentally determines the conflict's duration and feasibility. Negotiations remain deadlocked over specific nuclear constraints, as Washington seeks a permanent agreement eliminating sunset clauses while Iran resists total uranium enrichment restrictions.
- Y Combinator20 min
The Powerful Alternative To Fine-Tuning
Ian Fischer, Mark Mandelbaum, Francesc Campoy Flores, Mark Mandelmann, Jr.
Poetic, led by co-CEO Ian Fisher, deploys a recursive Meta-System that autonomously optimizes foundation models to outperform them on benchmarks like Arc AGI v2 and the Humanity's Last Exam at a fraction of the cost. This stealth-stage platform functions as a cost-effective "stilts" for startups, achieving 9 percentage point gains over competing models while utilizing a lean team of seven scientists rather than massive training budgets. The company now invites early access from ventures seeking to integrate these self-improving reasoning strategies into their specific verticals.
- Goldman Sachs10 min
A New Way to Trade Emerging Markets
Stratford Dennis, Chris Hussey
Global emerging market equities have surged 15% year-to-date on $45 billion in inflows, driven by strong earnings fundamentals and a weaker US dollar that specifically benefits non-China regions like Korea and Brazil. While broad markets rally, China lags due to a lack of earnings growth and tariff headwinds, prompting investors to shift capital toward Latin American assets and structural plays like call spreads to manage valuation risks. Goldman Sachs maintains a bullish stance on this "EM ex-China" exposure, citing anticipated Brazilian interest rate cuts and election cycles as key catalysts for continued, albeit slower, appreciation.
- Milken Institute43 min
Demystifying Korea and Japan: Parallel Paths and Practical Partnerships | Asia Summit 2025
Avril Hong, Chee Kong Choun, James Kim, Kenji Kobayashi, John-Paul (Jaeho) Yun
Amidst shared demographic challenges and intense competition from China, Japanese and South Korean firms are forging strategic alliances to leverage complementary strengths in manufacturing and soft power. These cross-border partnerships prioritize deploying AI within localized vertical industries rather than competing in foundational models, while simultaneously pursuing M&A consolidation and expansion into the US, ASEAN, and European markets to secure global capital and growth. Private sector leaders are driving this transformation to bypass domestic stagnation, aiming to monetize decades of accumulated industrial data and establish a unified front against US and Chinese tech dominance.