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  1. Goldman Sachs25 min

    Rodney McMullen, Chairman and CEO of The Kroger Company

    Rodney McMullen, John

    Kroger's leadership navigated the pandemic by implementing immediate safety protocols and a "Restock" digital strategy that drove online sales growth from 30-50% to over 100%, ultimately securing a 92% quarterly increase. The retailer leveraged its in-house manufacturing and temporary hiring of 40,000 associates to manage supply volatility while simultaneously accelerating diversity initiatives through $3.4 billion in minority-owned business procurement. Looking forward, the company is restructuring its inventory targets and capacity to permanently support enduring shifts toward home cooking and plant-based consumption.

  2. Goldman Sachs10 min

    The Ascent of Asia’s Digital Economy

    Tim Moe, Liz

    This analysis highlights how China's digital economy has reshaped regional market composition, driving internet sector representation to 22% and creating a high-performing "digital dozen" that outpaced the broader index by 25% year-to-date. Analysts contrast this current profitability-driven dominance with the 1990s tech bubble, noting that while valuation concerns exist, the sector trades at a reasonable PEG ratio of 1.2x supported by strong fundamentals. Looking ahead, the firm anticipates a "fat and flat" market environment with potential mid-year corrections, yet maintains a pro-cyclical stance favoring technology over financials due to enduring secular growth trends.

  3. Goldman Sachs12 min

    E-Commerce’s Steepening Curve

    Heath Terry, Liz

    Goldman Sachs Research projects a 24% annual e-commerce growth rate through 2023 as global consumer habits shifted permanently following pandemic-driven supply chain expansions and operational pivots by major retailers like Amazon and Walmart. This accelerated transformation forces brick-and-mortar establishments to compress a decade of evolution into two years by adopting contactless technologies, repurposing real estate, and integrating robotics to manage density constraints. Consequently, the retail sector is undergoing a structural adjustment that prioritizes flexible fulfillment models and digital integration over traditional physical store operations.

  4. Goldman Sachs23 min

    Doreen Lawrence, Baroness Lawrence of Clarendon, OBE

    Doreen Lawrence, Baroness Lawrence of Clarendon, Doreen Lawrence, Baroness Lawrence of Clarendon, Kyle Williams

    At Goldman Sachs' "Talks at GS" event, Kyle Williams hosted Baroness Doreen Lawrence to discuss the disproportionate impact of the Coronavirus on BAME communities and the ongoing legacy of the Macpherson Inquiry. Lawrence detailed how historical institutional racism necessitated legislative reforms like the Double Jeopardy clause, yet highlighted that current police recruitment standards and a lack of colonial history education continue to fuel racial profiling and discrimination. She concluded by advocating for comprehensive educational reform and promoting the Stephen Lawrence Scholarship to ensure future generations grow up free from systemic bias.

  5. All-In Podcast1h 34m

    E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

    David Friedberg, David Sacks

    Chamath Palihapitiya, David Friedberg, and David Sacks dissected recent congressional antitrust hearings, characterizing the proceedings as performative theater while ranking Facebook as the primary regulatory target and Amazon as the least vulnerable due to its market scale. The panel debated specific structural remedies such as mandatory interoperability and infrastructure-style regulation, while also warning that aggressive litigation could stifle Silicon Valley's M&A ecosystem and overall innovation. Beyond tech policy, the discussion addressed looming 2020 election uncertainties, including potential constitutional crises over voting results and the divergent economic strategies of the Trump and Biden campaigns.

  6. Goldman Sachs8 min

    What’s Next for the Tech IPO Market

    Nicole Irvin, Liz

    Following a brief post-shutdown pause, global markets have surged to multi-year highs driven by pandemic-accelerated digitalization, prompting technology and healthcare companies to accelerate their 2022 IPO plans into the immediate future. Investment banks have radically condensed traditional roadshows from nine days of in-person travel to five days of remote meetings, while simultaneously customizing deal structures and exploring direct listings to offer greater transparency and efficiency. These operational shifts, supported by record investment banking volumes and valuation levels exceeding pre-pandemic peaks, have fundamentally altered the landscape for capital raising and market entry.

  7. The Economist18 min

    Olympic champion Edwin Moses on covid-19, race and trans athletes

    Edwin Moses, Dr. Edward Moses

    Former Olympic hurdler and US Anti-Doping Agency chair Edwin Moses addresses critical challenges facing global sport, including the viability of the Tokyo 2020 Olympics amidst the pandemic and systemic doping in Russia. Moses argues that athletes possess a fundamental right to political expression on issues like racism while advocating for strict biological distinctions in competition, notably opposing forced medical interventions for intersex athletes like Caster Semenya. He concludes by emphasizing that the discipline and mental resilience cultivated through athletic participation serve as essential life skills for professional and academic success.

  8. Goldman Sachs23 min

    Explore GS: Interns Catch Up with Our Chairman and CEO David Solomon

    David Solomon, Fausto, Ila, Luke, Nicholas, Chico, Regina, Derek, Hannah, Felix, Max, Nandi, Zoe

    Goldman Sachs CEO David Solomon guided approximately 1,200 summer interns through a virtual program that maintained operational momentum while prorating salaries to support staff during the pandemic. Solomon emphasized the firm's resilience by highlighting record-breaking launches like the Marcus-Apple credit card and outlined strategic priorities centered on employee health, client resources, and community support. Interns across global regions reported strong mentorship and active engagement in live business projects, reinforcing the firm's culture of connection despite remote barriers.

  9. Lex Fridman2h 29m

    Manolis Kellis: Human Genome and Evolutionary Dynamics | Lex Fridman Podcast #113

    Manolis Kellis, Lex Fridman

    Genomics expert Manolis Kellis explores fundamental biological principles, characterizing life as a robust, fault-tolerant digital system while utilizing evolutionary analysis to determine the natural origin and adaptive dynamics of SARS-CoV-2. He contrasts biological complexity with engineering paradigms to advocate for a future where education prioritizes epistemology over rote knowledge and where brain-computer interfaces rely on human neural plasticity to adapt to machine languages. The discussion further examines the philosophical meaning of life, positing that the continuous quest for connection and utility, combined with the biological completion found in parenting, serves as the primary driver of human existence.

  10. Goldman Sachs33 min

    Dr. Khalil Gibran Muhammad, Professor of History, Race and Public Policy at Harvard Kennedy School

    Dr. Khalil Gibran Muhammad, Dan Hibbert

    Harvard historian Khalil Gibran Muhammad joined Goldman Sachs to dissect the historical roots of systemic racism, tracing modern policing to slave patrols and explaining how racial capitalism sustains a ten-to-one wealth gap between Black and white families. Muhammad distinguished current protests from the Civil Rights era by their unprecedented white participation and argued that lasting change requires the private sector to move beyond reputational philanthropy toward dismantling the political power structures that protect inequality. He concluded that bridging this divide demands a national confrontation with American history, urging universal bias education and the transfer of power from police institutions to local communities to address the true causes of social stratification.

  11. Goldman Sachs8 min

    Commodities Update: Silver Steps Out of Gold’s Shadow

    Sarah Kiernan, Liz

    A panel of market experts analyzes the recent volatility in commodity markets, contrasting the oil sector's rebound from a historic price crash with the strong, inflation-hedged rally in gold and the industrial-driven surge in silver. The discussion highlights diverging investor sentiments regarding OPEC+ production strategies and U.S. shale recovery against bullish drivers such as infrastructure demand and clean energy subsidies. Key outcomes include updated price targets for precious metals and a framework for assessing supply constraints versus capital rotation between asset classes.

  12. Goldman Sachs11 min

    Shareholder Activism in Uncertain Times

    Pamela Codo-Lotti, Pam, Liz

    Following a 60% decline in activist campaigns during early 2020 driven by pandemic volatility and shifting investor priorities, activity has since recovered to previous levels through private dialogue and targeted engagement. Activists now focus on underperforming companies with governance weaknesses or inefficient capital allocation, while companies have increasingly adopted defensive measures like poison pills and proactive ESG integration to mitigate risk. As the market stabilizes, the landscape is shifting toward demands for M&A, board representation, and the use of ESG gaps as strategic leverage to force operational changes.

  13. Lex Fridman2h 1m

    Ian Hutchinson: Nuclear Fusion, Plasma Physics, and Religion | Lex Fridman Podcast #112

    Ian Hutchinson, Lex Fridman

    A comprehensive presentation explores the scientific fundamentals of nuclear and plasma physics while highlighting the International Thermonuclear Experimental Reactor (ITER) as the first project capable of sustaining a controlled burning plasma in the near future. Beyond technical barriers like magnetic confinement and the comparison between fission and fusion energy, the speaker critically addresses existential threats such as overpopulation and challenges the notion that technology alone can resolve sociological or moral crises. The discussion further integrates theological perspectives, arguing against scientism and transhumanism while defining the purpose of human life through relational fidelity to God and community rather than indefinite technological extension.

  14. Goldman Sachs21 min

    Cori “Coco” Gauff, Professional Tennis Player

    Cori, Coco, Gauff

    Tennis champion Coco Gauff, drawing inspiration from the Williams Sisters and her family's encounter with police brutality, integrates racial justice advocacy into her professional life by urging allies to use their platforms for change. Following a record-breaking Wimbledon debut against Venus Williams, Gauff manages high-pressure expectations by treating her career as a long-term marathon while maintaining that off-court activism fuels her on-court performance. She plans to resume international travel and daily practice despite pandemic restrictions, balancing competitive demands with lessons on mental health and the power of representation.

  15. Lex Fridman8 min

    The most controversial Python feature | Walrus operator

    Guido van Rossum

    Introduced in Python 3.8 via PEP 572, the Walrus operator (`:=`) functions as a named assignment expression that condenses variable assignment and conditional checks into single lines for applications like regular expressions and list comprehensions. Its contentious adoption fueled a deep community divide over syntax and readability, directly contributing to Guido van Rossum's resignation as Benevolent Dictator for Life. Although the feature challenges traditional Zen of Python principles, it remains a technically elegant tool for code condensation in data science when applied correctly.