Latest Interviews
Showing 5806–5820 of 9,663 transcripts.
Clear all filters- Goldman Sachs12 min
The New Tech Investing Landscape
Investors are increasingly targeting underexposed US mid-cap and international technology sectors, leveraging recent market pullbacks to build positions in transformational companies at attractive valuations. Key growth themes include the structural shift to digital payments, the rapid expansion of e-commerce models in emerging markets, and the democratization of innovation through cloud infrastructure and mobile device proliferation. Despite risks from geopolitical tensions and regulatory scrutiny, the firm maintains a bullish long-term outlook, urging portfolio diversification into dynamic players within artificial intelligence, machine learning, and advanced semiconductors to capture the disruptive acceleration expected over the next decade.
- Lex Fridman1h 44m
Ronald Sullivan: The Ideal of Justice in the Face of Controversy and Evil | Lex Fridman Podcast #170
Ronald Sullivan, a Harvard Law professor, recounts his defense of Harvey Weinstein and the subsequent termination of his administrative contract, arguing that the incident exposed a harmful "consumerization" of higher education that prioritizes student comfort over academic freedom. He critiques the rise of cancel culture and systemic racism in the criminal justice system while emphasizing his unwavering belief in providing robust legal defense to even the most reviled defendants to preserve civil liberties. Looking toward the future, Sullivan warns of impending legal challenges regarding artificial intelligence rights and advises young people to embrace intellectual discomfort as a necessary driver of personal and societal growth.
- The Diary Of A CEO1h 39m
World Leading Sex Therapist: How To Avoid Having Bad Sex: Kate Moyle | E73
Sex therapist Kate Moyle identifies unrealistic expectations and the entrepreneurial mindset as primary barriers to modern intimacy, explaining how context-dependent desire requires active cultivation to overcome digital distractions and performance anxiety. She advocates for shifting from goal-oriented outcomes to process-focused connection through explicit communication and small, intentional changes to break routine. The discussion further explores diverse relationship dynamics, including the role of asexuality, the impact of pornography, and the potential for flexible, bespoke commitments that evolve beyond traditional marriage structures.
- 80,000 Hours1h 2m
Ezra Klein on aligning journalism, politics, and what matters most
In this discussion, journalist Ezra Klein applies an Effective Altruism framework to media strategy, advocating for "institutions inside institutions" and philanthropic cross-subsidization to sustain deep coverage of critical but difficult topics like AI safety and global development. Klein challenges the community's over-reliance on measurable metrics and cognitive bias literature while warning that political "hobbyism" often substitutes for the tangible impact found in local engagement. The conversation concludes with insights into maintaining high professional output through intense focus blocks, arguing that personal constraints like parenting can coexist with rigorous work when centered on core deliverables.
- Lex Fridman2h 53m
Ryan Hall: Solving Martial Arts from First Principles | Lex Fridman Podcast #169
Undefeated MMA fighter Ryan Hall applies systems thinking to martial arts, advocating for "mechanism design" and first-principles learning to transcend rigid rule sets in favor of controlling fundamental mechanics. His upcoming career goals involve returning to compete against top-tier Featherweight contenders like Manel Kape and The Korean Zombie once fully recovered from past hip injuries. Beyond the octagon, Hall argues that believing in free will and implementing technical fixes to social media incentives are essential for maintaining individual agency and fostering a functional society.
- The Economist13 min
Israel’s election: what next for Netanyahu?
Netanyahu, Anchelle Pfeffer, Greg Karlstrom
Facing indictments for bribery and fraud, Israeli Prime Minister Benjamin Netanyahu has called his fourth election in less than two years as a strategy to secure immunity legislation and avoid a trial that could strip him of executive power. While polls suggest his Likud party is unlikely to reach his target of 40 seats, the outcome hinges on small right-wing parties like Naftali Bennett's, whose kingmaker status could either extend Netanyahu's centralized, presidential-style governance or force a fragile opposition coalition led by Yair Lapid. Regardless of the winner, structural barriers to Palestinian statehood remain intact, though a new administration might improve relations with the U.S. Democratic leadership compared to the current strained bilateral ties.
- All-In Podcast1h 17m
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
Chamath, Calacanis, David Sinclair, David Friedberg, David Sacks
Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg discuss emerging trends in longevity science, the institutional maturation of Bitcoin, and the atomization of the venture capital market. The conversation highlights a strategic shift toward non-dilutive financing tools like Pipe and ClearBank while critiquing the high-risk, long-horizon timelines of deep tech sectors such as quantum computing and fusion. To capitalize on these market inefficiencies, the hosts launched their "Punch Draft" syndicate and the "WetYourBeak" portal to actively source and fund early-stage entrepreneurs outside traditional VC structures.
- Goldman Sachs11 min
The Beginning of a Structural Bull Market for Commodities
Goldman Sachs Research has revised its 12-month commodity index return forecast to 15.5% based on a structural bull market driven by post-vaccination demand recovery, expansive green infrastructure spending, and constrained producer supply. The firm attributes this shift to simultaneous global fiscal stimulus and capital discipline that limit oil and mine output while redirecting investment toward transition metals like copper. Consequently, analysts have upgraded price targets for copper, oil, and grains, positioning commodities as a hedge against sustained inflationary pressures and a diversification tool against equity valuation risks.
- Goldman Sachs16 min
Sherry Turkle, MIT Professor and Author of "The Empathy Diaries"
Sociologist Sherry Turkle reflects on how childhood family secrets and a transformative moment of peer empathy at Harvard shaped her lifelong dedication to truth and her distinctive view of leadership as active, open-ended listening. She details her early, isolated research in the late 1970s where she challenged MIT's engineering establishment to recognize computers as intimate "second selves," a thesis later validated by the modern emotional role of technology. Drawing on her pandemic experience and career advice to study what she loves, Turkle argues that the capacity for solitude and the pursuit of intrinsic passion provide essential resilience against professional and personal upheaval.
- The Economist14 min
The future of shopping: what's in store?
The 2020 pandemic accelerated a global retail revolution driven by over $4 trillion in online spending, forcing traditional chains like US big retailers to close while firms such as Alibaba, Amazon, and Nike pivoted to data-centric direct-to-consumer models. In this new landscape, Chinese super-apps and Western platforms like Shopify have enabled brands to leverage intimate consumer data for production and "retail everywhere" experiences, effectively reversing loyalty dynamics to depend on how well retailers protect personal information. As global data volume is projected to reach 175 trillion gigabytes by 2025, the industry now faces a critical tension between hyper-personalization and growing privacy concerns regarding the exploitation of shopper footprints.
- Goldman Sachs7 min
The Semiconductor Shortage of 2021
Originating from pandemic-driven demand shocks rather than geopolitical tensions, the current semiconductor supply crunch has pushed industry lead times beyond the 14-week danger zone, severely constraining production of microcontrollers and power devices on older 28nm and 40nm nodes. Manufacturers face structural hurdles in expanding capacity due to limited incentives to invest in fully depreciated equipment and a two-year timeline required to construct new facilities, a situation exemplified by Toyota's resilience through pre-established resource planning. As the shortage persists through year-end with rising prices and order overshoot fueled by inventory stockpiling, the market risks a volatile transition where a V-shaped demand recovery could eventually be complicated by future oversupply conditions.
- Goldman Sachs16 min
Charles Phillips, Co-Chair of the Black Economic Alliance and Co-Founder of Recognize
Charles Phillips, co-founder of Recognize, leverages his background in computer science and corporate leadership to launch "110," a private initiative designed to create one million jobs for Black people by aggregating nonprofit training networks and securing commitments from dozens of major corporations. Beyond employment, the program emphasizes targeted economic levers such as increasing Black homeownership through "rent-to-own" models and supports parallel efforts to address wealth gaps facing Black women in entrepreneurship. Drawing on his experience driving cloud adoption at Recognize, Phillips argues that specialized third-party providers offer the scalable infrastructure necessary to sustain these high-impact social and technological advancements.
- Goldman Sachs33 min
The Case for Investing in Black Women
Gizelle George-Joseph, David Solomon, Margaret Anadu, Melissa Bradley, Jake Seward
Goldman Sachs launched the "One Million Black Women" initiative, a three-part program led by CEO David Solomon and Global Head of Sustainability Margaret Anadu to address the $300 billion annual GDP loss stemming from the 90% wealth gap between Black and white women. Centered on research by Giselle George-Joseph and guidance from an advisory council including Melissa Bradley, the investment strategy targets structural barriers in education, capital access, and healthcare to boost Black entrepreneurship and community resilience. By leveraging the firm's Urban Investment Group experience, the initiative uniquely integrates support for Black women as mothers, professionals, and homeowners to drive post-pandemic economic recovery.
- Goldman Sachs10 min
Investing in High Yield Bonds and Bank Loans
Goldman Sachs Asset Management analyzes the high-yield and bank loan markets by contrasting 2020's central bank-supported resilience with 2021's profit-taking outflows and anticipated rate hike sensitivity. The firm forecasts annual returns of 4% to 5% for U.S. high yield and 4.5% to 5.5% for bank loans, driven by coupon carry, sector migration from fallen angels to rising stars, and the structural stability of collateralized loan obligations. Strategic allocation shifts toward investment-grade issuers downgraded in the energy sector and active security selection aim to navigate elevated leverage ratios while capitalizing on expected second-half 2021 economic recovery.
- Lex Fridman1h 54m
Silvio Micali: Cryptocurrency, Blockchain, Algorand, Bitcoin & Ethereum | Lex Fridman Podcast #168
McCauley outlines the fundamental mechanics of blockchain technology, defining it as an immutable distributed ledger that solves the double-spend problem while highlighting the "trilemma" where existing systems struggle to balance scalability, security, and decentralization. He introduces Algorand's cryptographic lottery mechanism as a solution that achieves high-speed consensus and robust security by randomly selecting a small committee from the entire token holder population without revealing validator identities. Finally, McCauley situates these technical developments within a broader context of governance and philosophy, arguing that distributed systems offer greater resilience against corruption than centralized models while advocating for evolvable code structures that adapt to future societal needs.