Latest Interviews
Showing 586–600 of 1,304 transcripts.
Clear all filters- Goldman Sachs24 min
The European Recovery: Here to Stay?
Allison Nathan, Jari Stehn, Richard Privorotsky, Yari Shteyn, Rich Pivorotsky
Driven by rapid vaccination rates and a significant fiscal stimulus package, the Euro Area and UK are projected to see GDP growth rates of 5.4% and 8.1% respectively in 2021, outpacing global consensus. While the ECB maintains an accommodative monetary stance with no rate hikes anticipated until 2025, European equity markets have rallied with cyclical sectors leading a shift in investor flows away from defensive positions. Despite persistent political risks in Italy, France, and Germany, the outlook remains positive as temporary inflationary pressures are expected to subside by late 2021, allowing structural reforms to drive medium-term expansion.
- Goldman Sachs17 min
Robert Reffkin, Founder and CEO of Compass
Compass founder and CEO Robert Refkin built the real estate technology firm into a 45-market powerhouse by leveraging his philosophy of maximizing strengths and addressing a market gap of zero software engineers. Following an April IPO that navigated pandemic-era restrictions, the company now supports over 21,000 agents while using automation to scale operations and introduce margin-generating adjacent services like mortgage and title. Refkin projects sustained high transaction volumes through 2026, citing hybrid work shifts and historic interest rates, while continuing to apply the entrepreneurial principles outlined in his book, *No One Succeeds Alone*.
- Goldman Sachs19 min
David Yeung, Founder and CEO of Green Monday Group
David Young founded the Green Monday movement in 2012 to challenge the cultural and environmental dominance of animal agriculture in Asia, launching retail brands and scalable alternatives like Omni Pork to address high pork consumption rates. The company's ecosystem strategy combines cultural advocacy with physical experiences, successfully shifting market sentiment as vegan and flexitarian identification in Hong Kong surged from 5% to 40% over twelve years. Driven by insights into food security risks, disease transmission, and consumer stigma, Young emphasizes a long-term "fail forward" approach to transform plant-based eating from a religious niche into a mainstream standard across the region.
- Goldman Sachs8 min
Charging Up Electric Vehicle Battery Production Across EMEA
Driven by a projected quadrupling of European EV demand, major automotive manufacturers have elevated battery production to a boardroom-level strategic priority to secure supply chain autonomy against China's market dominance. Industry leaders are rapidly scaling lithium-ion capacity with state-backed initiatives and capital flows to lower costs, while solid-state technology remains a medium-term evolution rather than an immediate replacement. Goldman Sachs is positioning itself within this early-stage mega trend to facilitate value creation for emerging winners while aligning profit generation with the decarbonization of the global transport sector.
- Goldman Sachs10 min
Activism Activity on the Rise
Shareholder activism has reached record levels driven by a surge in non-dedicated participants and a robust M&A market that is fueling a wave of corporate separations and portfolio simplifications. Concurrently, the focus of campaigns has shifted decisively toward ESG themes, with major capital holders like BlackRock and millennial investors pressuring boards to align compensation and strategy with sustainability goals. Companies now face a complex landscape where they must aggressively monitor valuation gaps, prepare for aggressive ESG-related proxy contests, and reconsider their public status to mitigate risks from both specialized activists and opportunistic retail investors.
- Goldman Sachs29 min
From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic
Asahi Pompey, Candice Tse, Allison Nathan, Mancha Feha
Goldman Sachs surveyed 1,100 women entrepreneurs across 37 countries to reveal that while 60% suffered revenue declines during the pandemic, 86% maintained operations despite caregiving burdens and sector-specific lockdowns. Driven by a "boom vs. bust" dynamic where retail and service sectors faltered while technology grew, 70% of respondents pivoted their models and accelerated digital adoption to survive. The study highlights that despite regional confidence gaps and financial pressures, 78% of these leaders remain optimistic, prompting Goldman Sachs to launch new digital training initiatives and advocate for expanded capital and childcare support to secure global economic recovery.
- Goldman Sachs13 min
A “Superbloom” in M&A and Separation Activity
Driven by post-pandemic strategic reassessments and macroeconomic tailwinds such as low interest rates and high liquidity, corporate boards are accelerating a "super bloom" of global M&A and separation activity. Clients are increasingly pursuing tax-efficient structures like reverse Morris Trusts and partial carve-outs to simplify diversified portfolios, supported by the sheer scale of enterprise value and geographic complexity facing S&P and FTSE companies. While geopolitical tensions pose potential regulatory hurdles, Goldman Sachs anticipates this trend of creative deal-making and large-scale transactions will persist in the near term.
- Goldman Sachs14 min
What’s Next for Central Bank Digital Currencies
Central banks globally are accelerating the development of Central Bank Digital Currencies to counter private digital currency risks and modernize payment infrastructure, with most adopting hybrid models intermediated by commercial banks rather than direct public access. While emerging markets prioritize financial inclusion and advanced economies focus on system robustness, designs increasingly balance benefits like faster settlements against risks of bank disintermediation and criminal activity through capped holdings and reduced anonymity. These initial conservative iterations aim to reduce costs and enhance competition without disrupting monetary policy or fiscal mechanisms, reserving advanced programmable features for future radical versions.
- Goldman Sachs15 min
Alan Taylor, Two-Time Pulitzer-Prize-Winning Historian and Professor
Tracing the early nation's trajectory from a fragile 1783 "peace pact" to a centralized power, the event details how pragmatic leaders like Jefferson and Polk expanded federal authority through the Louisiana Purchase and the annexation of Texas despite ideological contradictions. This expansionist drive, coupled with the Mexican-American War's acquisition of vast western territories, transformed the United States into a continental power while simultaneously intensifying sectional tensions over slavery. Ultimately, these territorial gains created the specific "bone of contention" that historian Alan Taylor identifies as the primary catalyst for the Civil War fracture.
- Goldman Sachs9 min
Commercial Real Estate and the Economic Recovery
Goldman Sachs analysts project divergent pandemic-era trajectories for real estate investment trusts, with industrial sectors capitalizing on e-commerce logistics while office and retail markets navigate complex shifts in utilization and long-term demand. A dramatic reversal in CEO sentiment regarding space requirements, coupled with hybrid work models that still necessitate full-week capacity, suggests office occupancy and rent growth will improve sequentially starting in late summer. Meanwhile, open-air retail centers are expected to recover temporarily through tenant re-filling, whereas mall REITs face structural challenges from e-commerce, and all sectors face varying inflationary hedges depending on lease terms ranging from daily resets to decade-long escalators.
- Goldman Sachs11 min
Daniel Dae Kim, Actor, Director and Producer
Actor and producer Daniel Dae Kim testified twice before the U.S. Congress within six months to demand tangible resources for Asian Americans, citing severe underrepresentation in corporate and entertainment executive roles despite comprising over 12% of Fortune 500 workforces. By highlighting the disparity between the community's workforce presence and their 1.5% share of executive positions, Kim argued that the initial legislative resolution was insufficient to address systemic racism and the "model minority" myth. His advocacy, rooted in personal experiences of prejudice and a career defined by fighting for equal compensation, seeks to advance new bills that provide practical solutions for the nation's 23 million Asian Americans.
- Goldman Sachs23 min
Susan Page, Washington Bureau Chief at USA Today and author Of "Madam Speaker"
Susan Page's unauthorized biography *Madam Speaker* offers a definitive examination of Nancy Pelosi's rise as the most powerful woman in American history, tracing her leadership philosophy from her father's maxim about seizing power to her strategic decision to lead the opposition following the 2016 election. The work synthesizes interviews with Pelosi, her family, and political rivals like John Boehner and Newt Gingrich to analyze pivotal moments such as her reversal of retirement plans, her role in the 2018 House takeover, and her complex relationship with the progressive "Squad." Page further contextualizes Pelosi's "don't agonize, organize" mantra within the broader crisis of democratic stability, emphasizing the necessity of a free press to establish a shared factual baseline amidst intense partisan conflict.
- Goldman Sachs13 min
The Daily Check-In: China’s Path to Carbon Neutral: Addressing the Upstream
China is accelerating its carbon decarbonization strategy by launching an updated national "Carbon Act" and activating an Emissions Trading System to cover over 2,000 power generators, targeting upstream industries that collectively account for 10% of global emissions. While sectors like steel, cement, aluminum, and chemicals face unique hurdles from process-based emissions and the economic strain of retiring 15 trillion yuan in coal assets, major producers such as Baosteel and Anhui Conch are already piloting advanced low-carbon technologies to meet projected 2027 emission peaks. The government anticipates a 2030 emissions intensity reduction of over 30% through renewable integration and efficiency upgrades, with post-2030 net-zero success dependent on scaling unproven innovations like hydrogen, carbon capture, and grid modernization to transition away from coal.
- Goldman Sachs27 min
Crypto: A New Asset Class?
Allison Nathan, Michael Novogratz, Nouriel Roubini, Mathew McDermott, Mike Novogratz
Galaxy Digital CEO Mike Novogratz and Goldman Sachs representatives argue that cryptocurrency is transitioning into a recognized asset class driven by institutional infrastructure and a sophisticated investor base, with Bitcoin serving primarily as a digital store of value while stablecoins and Ethereum facilitate payments and DeFi. Conversely, NYU Professor Nouriel Roubini rejects the classification of crypto as currency or a reliable inflation hedge, citing its high volatility, lack of fundamental value drivers, and failure to solve trust issues compared to traditional finance. Despite this regulatory and philosophical divergence, market participants acknowledge a symbiotic relationship is forming where traditional banks are integrating digital assets to meet client demand for diversification and portfolio efficiency.
- Goldman Sachs17 min
Frank Del Rio, President and CEO of Norwegian Cruise Lines
Norwegian Cruise Line secured $2.4 billion in emergency financing and established the Healthy Sail Panel with former FDA Commissioner Scott Gottlieb to navigate the 2020 CDC shutdowns and launch vaccination-based safety protocols. As the company plans to reinstate 25% of its fleet by late 2021 with record bookings for 2022 and 2023, it is adjusting its capital strategy to maintain higher cash reserves while leveraging inflationary pricing power. CEO Frank Del Rio projects a potential record year driven by pent-up demand from 50 million displaced cruisers, supported by a strategy focused on fleet expansion and demographic-driven operational governance.