Latest Interviews
Showing 541–555 of 832 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 While Foreign Institutional Investors have withdrawn over $17 billion, the Indian Rupee remains relatively resilient due to a benign current account deficit and substantial foreign exchange reserves, though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 Sachs28 min
Jonathan Karl, Chief White House Correspondent for ABC News
Journalist Jonathan Karl characterizes the coronavirus pandemic as a more pervasive national crisis than 9/11 while detailing how the White House Correspondents Association drastically reduced briefing room seating and extended session durations to include top officials like Dr. Fauci and Vice President Pence. Karl's upcoming book, *Front Row at the Trump Show*, leverages new access from former Chief of Staff John Kelly to document the President's shift toward transparent, unfiltered Oval Office briefings despite his historical hostility toward the press. The narrative aims to provide a neutral historical account of the Trump era by analyzing the administration's alignment with expert advice and the President's enduring desire to dominate the news cycle.
- Goldman Sachs9 min
The Challenges and Opportunities of Working from Home
Leveraging an existing Business Continuity Plan and proprietary remote desktop infrastructure, the firm successfully transitioned over 95% of its global workforce to remote operations in two weeks despite extreme market volatility and physical disruptions from earthquakes. By integrating 5G connectivity, instant messaging platforms, and public cloud adoption, the organization maintained seamless trading across Bengaluru, New York, and Hong Kong while rejecting the role of a tech follower. This rapid adaptation has established a new industry learning curve, signaling a permanent shift in workplace norms and a strategic commitment to innovation driven by reduced commute times.
- Goldman Sachs6 min
Navigating Market Volatility
Hedge fund managers successfully de-risked portfolios and generated record Q1 2020 alpha amid March market volatility by utilizing crowdedness metrics and rotating out of defensive sectors into Information Technology and Consumer Discretionary. Capital deployment has since shifted toward dislocated credit and mortgage opportunities as investors, pleased with the sector's capital preservation, adopted a cautiously optimistic stance. Consequently, the industry is actively adding capital to previously closed managers while employing macro products like ETFs to hedge single-name exposure within a stabilized long-plus-short exposure framework.
- Goldman Sachs40 min
US Senators Marco Rubio and Ben Cardin
Marco Rubio, Ben Cardin, David Solomon
Hosted by Goldman Sachs Chairman David Solomon on March 30, 2020, Senators Marco Rubio and Ben Cardin outlined critical CARES Act provisions to address the 96% of small businesses already impacted by the COVID-19 crisis. The discussion detailed the Paycheck Protection Program's 100% federal guarantee and loan forgiveness terms alongside emergency grants and tax credits designed to sustain payroll and operations for entities with 500 employees or fewer. While emphasizing rapid fund distribution through over 800 authorized lenders, the committee also cautioned against fraudulent schemes and anticipated further legislative action should the economic downturn extend beyond the initial 60 to 90-day window.
- Goldman Sachs7 min
The Daily Check-In: The Impact of China’s Economic Recovery
China's economic recovery initiated in late February with the industrial sector resuming operations at 85% to 90% capacity while consumer activity lagged at 65% due to persistent sales declines. Government responses combine fiscal tax relief and infrastructure spending with monetary rate cuts to mitigate reimportation risks and global demand shocks, though market volatility remains high. Investment strategies now prioritize firms with robust balance sheets and digital integration, exemplified by Nike's minimal sales loss despite physical store closures and a sharp surge in online grocery penetration.
- Goldman Sachs7 min
How Companies Are Accessing Capital in an Uncertain Environment
In a ten-day shift driven by pandemic impacts on cyclical industries, corporate financing has pivoted from standard sectors to address severe liquidity crises in airlines, hospitality, and retail through massive Federal Reserve interventions. The central bank deployed a suite of programs including secondary and primary market purchases, culminating in a historic $62 billion in bond sales and a novel investment-grade support scheme to restore functionality to short-term commercial paper and long-term credit markets. These coordinated efforts, mirrored by similar actions from the European Central Bank, have successfully reopened access to public bond markets for major issuers like Verizon and Intel while stabilizing markets that previously faced dysfunction.
- Goldman Sachs35 min
Barry Sonnenfeld, Filmmaker and Author of "Call Your Mother"
Cinematographer turned director Barry Sonnenfeld details his career trajectory from the low-budget financing of *Blood Simple* to directing box office hits like *The Addams Family* and the *Men in Black* franchise. The narrative explores his pivotal conflicts with directors such as Penny Marshall and Rob Reiner, while highlighting his strategic philosophy that relies on rigorous pre-production and pessimistic planning to mitigate creative failure. Sonnenfeld further recounts how his insistence on casting Will Smith reshaped the *Men in Black* series and reflects on his memoir, *Call Your Mother*, which frames his journey as an inspirational model for success in the film industry.
- 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 Sachs19 min
Theresia Gouw, Founding Partner of Acrew Capital
A Crew Capital leverages its unique multi-generational partnership to navigate a venture capital landscape marked by a sharp decline in mega-deals and a resurgence in early-stage Series A activity. The firm differentiates itself by exclusively targeting software subsectors like cybersecurity, fintech, and consumer internet, utilizing a diverse investment team that secures 40–45% of backed founders with female co-founders. By compressing deal timelines while mitigating overcapitalization risks, A Crew focuses on "white space" opportunities to identify high-potential companies before they enter the public eye.
- Goldman Sachs25 min
Professor Peter Piot, Director of the London School of Hygiene and Tropical Medicine
The World Health Organization has classified the emerging coronavirus as a global emergency after transmission spread to nearly 30 countries through both travel and community contact. With no vaccine or specific treatment available, containment relies on isolation and surveillance, though data interpretation remains complicated by shifting case definitions and the virus's high respiratory transmissibility. While vaccine candidates from companies like Sanofi and J&J are in development, experts warn that the outbreak could trigger a second wave upon social reopening and underscore the urgent need for sustained investment in global public health infrastructure.
- Goldman Sachs25 min
Alexandre Arnault, CEO of RIMOWA
Alexandre Arnault, Josh Murray
Since acquiring a majority stake in Rimowa in 2017, CEO Alexander Arnault has orchestrated a strategic pivot from wholesale to a direct-to-consumer retail model while modernizing the brand's digital presence and engineering focus. Under this leadership, revenue has expanded beyond the initial $440 million baseline by leveraging LVMH's supply chain synergies while maintaining operational independence and avoiding obsolete technology integration. Arnault now drives hyper-growth by capitalizing on the rising global middle class and extending the brand's reach through authentic partnerships and product diversification beyond traditional luggage.
- Goldman Sachs23 min
Ken Mehlman, KKR’s Global Head of Public Affairs and Co-Head of Global Impact
Ken Melman, a former National Field Director for the 2000 Bush campaign and Chairman of the Republican National Committee, led the George W. Bush re-election effort by negotiating authority that superseded senior advisors and later spearheaded a historic apology to the NAACP to address racial divisiveness. Currently directing KKR's Global Impact Fund, Melman manages a $1.3 billion investment vehicle targeting sustainable development sectors like clean water and workforce development to align financial returns with United Nations goals. He further analyzes the current populist political climate by advising candidates to prioritize engagement metrics and volatile suburban voters in key states rather than traditional fundraising totals.
- Goldman Sachs22 min
Eric Johnson, Mayor of Dallas
Eric Johnson, a Harvard, Princeton, and University of Pennsylvania graduate who credits his Southern religious upbringing for his public service ethos, defied conventional political wisdom to win the Dallas mayoralty as the ninth candidate in a crowded field. Leveraging real-time polling and bipartisan coalition-building, he transitioned from a legislative tenure to an executive role characterized by rapid decision-making and direct community engagement. As mayor, he strategically markets Dallas as a high-quality, cost-effective alternative to coastal metropolises to drive economic development and attract global talent through a "live-work-play" urban model.
- Goldman Sachs27 min
Jack Goldsmith, Author of "In Hoffa’s Shadow"
Harvard Law Professor Jack Goldsmith released the book *In Hoffa's Shadow* to exonerate his stepfather, Chicago mob associate Chuckie O'Brien, from the 1975 disappearance of Teamsters leader Jimmy Hoffa. Leveraging personal reconciliation and historical research, Goldsmith challenges the FBI's long-held theory that O'Brien was responsible, arguing instead that Hoffa was killed by other mobsters and that the official account is based on circumstantial evidence. The work further analyzes how Hoffa's murder and the subsequent government crackdown inadvertently strengthened organized crime's grip on the Teamsters union while damaging the broader labor movement.