Latest Interviews
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Clear all filters- Goldman Sachs7 min
The Outlook for Vaccine Distribution and Global Growth
Despite initial logistical failures and supply constraints that slowed global vaccination, major advanced economies are accelerating deployment through strategic reforms modeled after Israel's digitized and centralized approach. This shift is projected to steepen the vaccination curve starting in February, with the U.S., U.K., and EU targeting 50% first-dose coverage by spring or early summer to achieve herd immunity before the end of the year. While new viral strains and hospitalization risks present challenges, Goldman Sachs anticipates that rapid inoculation will serve as the primary catalyst for a robust global economic recovery in 2021.
- Goldman Sachs8 min
Measuring the Reopening of Lodging, Leisure and Gaming
Goldman Sachs Research evaluated 28 gaming, lodging, and leisure stocks against a new recovery framework, achieving a 32% outperformance over the S&P 500 driven by strong forward bookings and a $1.3 trillion influx of consumer savings. Analysts cite China's travel normalization as a leading indicator that U.S. activity will undergo a significant step-function shift by mid-year following broad vaccine distribution. The firm concludes that while the sector faces long-term structural changes like the "bleisure" trend and digital transformation, current valuations remain attractive relative to the broader market's recovery potential.
- The Economist12 min
How Biden can be a global leader
Biden, Donald Trump, John Prideaux
The Biden administration seeks to restore America's diminished global standing by rejoining international bodies like the WHO and Paris Climate Accord while reversing the isolationist "America First" policies of the Trump era. Facing a fragile domestic political landscape with slim congressional majorities, President Biden aims to stabilize diplomatic relations through predictable multilateralism, including a planned global democracy summit and strategic continuity in containing China. Ultimately, the administration recognizes that healing domestic division and successfully navigating congressional hurdles are prerequisites for proving US democratic resilience and rebuilding trust with allies.
- The Diary Of A CEO1h 25m
I Won 11 World Titles Because They Said I Couldn't: Anna Hemmings MBE | E65
Anna Hemmings, Stephen Bartlett
Eleven-time champion kayaker Anna Hemmings overcame early physical skepticism and a debilitating 2003 Chronic Fatigue Syndrome diagnosis to return for the Beijing 2008 Olympics by utilizing vulnerability to rebuild human connection. Following her athletic career, she now leads "Beyond the Barriers," a consultancy where she coaches leaders to dismantle limiting beliefs and foster resilient team cultures through "healthy conflict" and growth mindset strategies. Her approach integrates specific mental techniques, such as reverse therapy for emotional recovery and a "bank of memories" for confidence, to help professionals unlock potential in high-stakes environments.
- Goldman Sachs10 min
The Challenges Behind the COVID-19 Vaccines Rollout
Veronika Dubajova, Veronica, Liz
Global vaccination efforts require approximately 10 billion doses to immunize 5 billion adults, a volume driven by a massive U.S. target of 500 million doses and significant logistical challenges in both upstream supply and downstream distribution. While upstream constraints for vials and syringes have been largely mitigated through manufacturing scaling, downstream bottlenecks persist due to complex supply chains and variable cold-storage requirements that differ between Pfizer, Moderna, and AstraZeneca formulations. Current U.S. distribution is further complicated by vaccination hesitancy among only 30–50% of frontline staff and a temporary mismatch where 10 million administered doses remain unutilized, prompting the strategic release of withheld second-dose reserves to increase throughput.
- Goldman Sachs6 min
How Investors Are Preparing for Rising Inflation
Recent shifts in trade-weighted dollars and commodity indices signal a transition from deflation to reflation driven by vaccine distribution, unified U.S. fiscal spending, and a flexible Federal Reserve policy. This macroeconomic environment is prompting investors to rotate capital from large-cap technology stocks toward small-cap value equities, real assets, and sectors poised for reopening or supported by renewable energy initiatives. Consequently, market expectations point to robust growth in emerging markets and cyclical opportunities as inflationary pressures reshape asset allocation strategies for 2021.
- Goldman Sachs20 min
Dr. Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta
Raphael Bostic, Dr. Rafael Bostic, John
During a recent address, Federal Reserve President Dr. Bostic outlined a distinct pandemic response strategy that leveraged real-time data and Fed infrastructure to stabilize markets while clarifying the separation between monetary and fiscal policy mandates. The presentation detailed significant long-term structural shifts, including permanent telehealth adoption and a necessary labor market restructuring, while explicitly addressing systemic racial inequities that have hindered wealth preservation and policy efficacy for marginalized communities. Looking forward, officials aim to guide the economy toward sustainable 2% inflation targets and an inclusive model that ensures systemic barriers are actively dismantled through coordinated efforts between policymakers and business leaders.
- The Economist21 min
How can business survive climate change?
Lisa McKellie, Dan Petroski, Rich Sorkin, Gavin Schmidt, Chidiote Obihara, Nicolette Bartlett, Christopher Vanden Riche, Guy Scriven
Corporate leaders face escalating physical risks and mandatory litigation as climate change drives trillion-dollar asset threats while regulators shift from voluntary to enforced emissions reductions. Major enterprises like Microsoft, Amazon, and Ørsted are responding with accelerated decarbonization strategies and supply chain transparency to secure market value and avoid financial obsolescence. Experts warn that failing to adopt green technologies and disclose carbon footprints now will result in stranded assets and catastrophic economic loss as the window for effective adaptation rapidly closes.
- Goldman Sachs10 min
Convenience Stores on the Rise
The U.S. convenience store sector, currently fragmented with 60% of 153,000 locations owned by independents, is undergoing a strategic pivot from fuel-centric models to high-margin food and beverage offerings that now generate up to 60% gross profits. Major operators are accelerating this consolidation through acquisitions and infrastructure investments, particularly in electric vehicle charging and frictionless payments, while blurring lines with quick-service restaurants and grocery sectors. As Goldman Sachs predicts a continued "roll-up" trend, the industry is restructuring to capitalize on evolving consumer mobility and remote work patterns by leveraging real estate and expanded service portfolios to drive long-term growth.
- Goldman Sachs19 min
Companies Continue to Turn to SPACs for Greater Flexibility
The 2020 SPAC market surged to over 200 IPOs raising $100 billion, driven by flexible terms and a broadening investor base that included traditional mutual funds. Following a temporary correction caused by supply fatigue in late 2020, the sector stabilized by December with 10 to 15 successful combinations, signaling renewed momentum for 2021. Looking forward, the industry is expanding into global markets and sectors like PropTech and auto tech, with Goldman Sachs noting 80 active SPACs poised to facilitate an additional $500 billion in M&A activity over the next two years.
- The Diary Of A CEO1h 3m
The Secret To A Good Nights Sleep with Stephanie Romiszewski | E64
Stephanie Romiszewski, Stephen Bartlett
Sleep physiologist Stephanie Romaszewski clarifies that the biological purpose of sleep remains unknown and debunks myths regarding sleep debt and the snooze button while emphasizing that consistency in sleep windows outweighs rigid nightly perfection. She details Cognitive Behavioral Therapy for Insomnia as the primary treatment, advocating for sleep restriction and behavioral conditioning to break learned anxiety cycles rather than relying on medication or sedatives. Romaszewski further advises optimizing circadian rhythms through consistent wake times and environmental adjustments while cautioning against the counterproductive pursuit of data-driven sleep perfection.
- Goldman Sachs9 min
Oil Equities in 2021
Owensex Research forecasts a 2021 oil market recovery driven by surging demand and constrained non-OPEC supply, expecting prices to rise into 2022 as producers maintain capital discipline following structural underinvestment since 2016. While short-term overhangs regarding vaccine-driven demand and U.S. policy clarity are projected to recede in the first half of the year, the sector's competitive focus has fundamentally shifted toward financial sustainability and decarbonization. Consequently, the firm advises a "beta within reason" investment strategy that favors companies demonstrating strong balance sheets and cost-curve leadership over high-risk counterparts.
- Lex Fridman2h 13m
Dmitry Korkin: Evolution of Proteins, Viruses, Life, and AI | Lex Fridman Podcast #153
Dmitry Korkin explores the modular nature of protein structures and the transformative impact of AlphaFold on predicting biological complexity, while detailing the specific viral mechanics of SARS-CoV-2 spikes and their evolutionary trajectories. He discusses the intersection of machine learning and structural biology to forecast pathogenicity risks, emphasizing that experimental validation remains the critical bottleneck for therapeutic applications. Korkin concludes with a broader perspective on the rarity of life in the universe and the historical evolution of expert systems from early cheminformatics to modern AI-driven discovery.
- All-In Podcast1h 38m
E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet
Trump, David Sacks, Jason, Chamath, Anthony Noto, Friedberg
In an emergency broadcast following the January 6th Capitol attack, hosts Chamath Palihapitiya, David Sacks, and Friedberg convened to reconcile internal conflicts while analyzing the event's political fallout and the subsequent deplatforming of Donald Trump. The group debated whether the riots constituted a coup or a riot, critiqued the lack of transparency in Big Tech censorship, and warned that private corporate actions against free speech could trigger global fragmentation or a new constitutional crisis. Ultimately, the hosts called for a shift from partisan outrage toward systemic solutions, advocating for regulatory utility models to protect democratic discourse while pledging to continue the podcast despite the chaotic national climate.
- Lex Fridman1h 10m
Dan Gable: Olympic Wrestling, Mental Toughness & the Making of Champions | Lex Fridman Podcast #152
Dan Gable redefined Olympic wrestling by synthesizing Russian technical precision with American conditioning, a philosophy that propelled the 1972 U.S. freestyle team to an unprecedented undefeated victory while his coaching tenure at Iowa produced 15 national titles. His approach is deeply rooted in the belief that elite performance requires both genetic gifts and an attitude willing to endure extreme hardship, tempered by a protective instinct sharpened by the personal tragedy of his sister's murder. Gable now warns the wrestling community that the sport's survival depends on political leadership and the ability to teach athletes how to handle loss with resilience, ensuring that the discipline forged on the mat transfers to success in all areas of life.