Latest Interviews
Showing 706–720 of 1,304 transcripts.
Clear all filters- Goldman Sachs11 min
Cathie Wood, Founder, CEO, and CIO of ARK Invest
Cathie Wood, Kathy Wood, Katie
Cathie Wood of ARK Investments argues that the pandemic has accelerated the adoption of five core innovation platforms, compressing five-year technology timelines into three and rendering traditional market-cap weighted investing obsolete. To capitalize on these shifts, her firm structures its research team by specific technologies rather than industries and empowers young analysts with engineering backgrounds to build public brands and engage directly with emerging tech communities. Wood advises investors to bypass conventional wisdom and seek high-growth opportunities in sectors others dismiss, asserting that such contrarian strategies are essential for identifying the next generation of global disruptors.
- Goldman Sachs7 min
Investing in China: Key Themes to Watch
Chinese equities have demonstrated strong performance with key firms like Tencent and CATL surging over 50%, driven by themes in domestic consumption and renewable energy. Structural reforms, particularly the launch of the STAR Market, are facilitating major technological IPOs while regulators push to institutionalize a market currently dominated by retail trading. Despite this growth, significant potential remains for institutionalization as household wealth in China remains heavily concentrated in property rather than equities, prompting investors to optimize access through QFII or Stock Connect channels.
- Goldman Sachs16 min
Richard Rothstein, Author of "The Color of Law"
Richard Rothstein, Margaret Anadu
Historian Richard Rothstein demonstrates that U.S. residential segregation stems from explicit federal policies, such as FHA loan restrictions and exclusionary zoning, which systematically denied Black families the intergenerational wealth built by white homeowners in the mid-20th century. Although the Supreme Court eventually struck down early racial zoning laws, subsequent government actions like Nixon's cancellation of George Romney's "Open Communities" program effectively maintained these divides, leaving deep economic inequalities that persist today. Rothstein argues that while policy solutions have long existed, the primary obstacle remains a lack of political will, though he points to modern civil rights movements as a potential catalyst for the legislative pressure needed to enforce true integration.
- Goldman Sachs6 min
What’s Driving the Latest Wave of IPOs?
Goldman Sachs describes a structural shift in its IPO business since 2018, transitioning from a slow era to a super cycle where annual billion-dollar listings average nearly $20 billion in valuation. Tech companies have driven this wave by adapting to pandemic-era consumer demands, while non-traditional pathways like direct listings and creative lockup structures now define market innovation alongside a compressed 2023 issuance window. Investors continue to favor firms with durable competitive advantages, and Goldman Sachs forecasts sustained high volumes of public offerings driven by technological growth and favorable interest rate conditions.
- Goldman Sachs14 min
Dr. Naureen Starling, Consultant Medical Oncologist at The Royal Marsden
Dr. Noreen Starling leverages her gastroenterology background to lead clinical initiatives at the Royal Marsden Hospital, focusing on high-complexity bowel, pancreatic, esophageal, and gastric cancers while establishing COVID-free treatment hubs. Strategic partnerships with the Crick Institute, Goldman Sachs, and Grail have enabled a pilot of 165,000 patients using liquid biopsy and methylated DNA tests to accelerate early detection and reduce hospital infection risks. Recent regulatory approvals for targeted therapies and ongoing NICE reviews for immunotherapy aim to transform treatment for specific genetic subtypes despite persistent systemic barriers to early diagnosis.
- Goldman Sachs9 min
David Mussafer, Managing Partner of Advent International
Advent Global partner Mussifer distinguishes the current economic crisis from historical downturns, projecting a nine-to-twelve-month recovery that accelerates the divergence between weak and resilient enterprises. Drawing on the strategic missteps of the O-Cedar acquisition, he emphasizes that elite investors must prioritize robust management teams and sound deal structuring over mere company quality. Ultimately, Mussifer argues that high-performing professionals succeed by separating great businesses from great investments, a skill he believes will drive an optimistic outlook for the S&P 500 within the coming year.
- Goldman Sachs16 min
Kara Medoff Barnett, Executive Director of American Ballet Theatre
Kara Medoff Barnett, Ian Drayton
American Ballet Theatre Artistic Director Cara Madoff-Barnett is steering the company toward an 80-year future by prioritizing "diversity and dynamism" alongside a rigorous leadership philosophy rooted in resilience. Following the pandemic, ABT successfully pivoted to digital engagement through initiatives like "ABT Together Tonight" and outdoor performances in non-traditional venues, reaching over 75,000 viewers and redefining audience accessibility. This strategic fusion of physical and digital formats aims to sustain the organization's growth by breaking down traditional barriers and celebrating individual artistic narratives.
- Goldman Sachs19 min
Evan Osnos, Author of "Joe Biden: The Life, the Run, and What Matters Now"
Evan Osnos, Joe Biden, Jake Seward
Interviewer Jake Seward and author Evan Osnos analyze President Biden's political psychology, linking his resilience against childhood tragedy and his early 1972 Senate bid to a governing philosophy that balances personal agency with the acceptance of uncontrollable fate. The discussion outlines Biden's distinct negotiation style, his strategic redefinition of the vice presidency as a substantive partnership with Kamala Harris, and the incoming administration's intent to bypass legislative gridlock through immediate executive action on climate and bureaucratic repair. Furthermore, the narrative details Biden's commitment to rebuilding diplomatic alliances amidst global uncertainty while adopting a conventional media relationship that contrasts sharply with his predecessor's approach.
- Goldman Sachs14 min
Dr. Seth Berkley, CEO of Gavi, the Vaccine Alliance
Since its launch at the World Economic Forum, Gavi has immunized 820 million children by deploying 496 new vaccines through an income-based funding model. At the event, Gavi and COVAX outlined a strategy to deliver 2 billion doses by 2021, prioritizing single-dose regimens and logistics to address production scaling and regulatory hurdles. Dr. Berkley emphasized that equitable, phased global vaccination is mathematically superior to national hoarding, potentially preventing 63% of deaths even with limited supply.
- Goldman Sachs6 min
A Record Year In Corporate Financing
Goldman Sachs co-head Yasmeen reports that 2020 investment grade issuance surged to $1.9 trillion, driven by corporate liquidity accumulation, refinancing risk management, and favorable market conditions. The bank forecasts a normalization to $1.3 to $1.4 trillion in 2021 as M&A financing returns, though sector-specific regulatory hurdles and deleveraging priorities will constrain large-cap deals. While widespread downgrades are deemed unlikely due to forward-looking rating methodologies and vaccine-driven recovery, the event highlights lasting structural shifts toward higher cash buffers and extended maturities.
- Goldman Sachs7 min
ESG Roadmap: The Utilities Sector
Goldman Sachs Research's ESG Roadmap Project analyzes critical environmental, social, and governance challenges facing the utility sector over the next 18 to 24 months. The report highlights specific friction points including grid modernization costs, escalating cybersecurity risks from smart grid proliferation, and the precarious investment climate surrounding nuclear power's role in decarbonization. Additionally, it identifies significant data gaps in lobbying, tax transparency, and cybersecurity postures that investors must address to navigate the tension between green energy demands and ratepayer affordability.
- Goldman Sachs10 min
Scott Bessent, Chief Investment Officer of Key Square Group
Scott Besson, former CEO of Soros Fund Management and current CIO of Keysquare Group, argues that the global investment landscape is undergoing a structural shift away from the dominance of large-cap tech leaders toward dispersed macro strategies and emerging sectors in Japan, space, and biomedicine. He identifies high inflation driven by geopolitical instability and fiscal stimulus as a primary market driver, suggesting that low-yield bonds offer an asymmetric opportunity similar to the early 1980s while warning against shorting currencies in an inflationary environment. Drawing on lessons from past failures like the 1999 .com bust, Besson emphasizes the need for investors to avoid thesis creep and recognize that the next decade will favor those who adapt to new regulatory realities and technological frontiers rather than relying on historical patterns.
- Goldman Sachs12 min
Nick Beighton, CEO of ASOS
Under CEO Nick Baten's leadership since 2009, ASOS scaled from 150 to 15,000 employees while pivoting from a desktop-centric model to a mobile and AI-driven ecosystem targeting the 20-something demographic. The company simultaneously advanced its "Fashion with Integrity" program, achieving a 30% carbon reduction and sustainable manufacturing standards to align with shifting consumer values. Looking forward, ASOS prepares for a permanently digital-first market driven by hybrid work trends and a renewed demand for casual yet social-ready apparel.
- Goldman Sachs16 min
Afua Hirsch, Author and Journalist
Journalist and author Efua Hirsch discusses her debut book *British*, detailing her personal journey of reconciling mixed-race identity and complex family history involving Dutch slave traders and Nazi survivors. She critiques the fragility of the British public in confronting uncomfortable truths about national figures like Admiral Nelson, arguing that erasing such history creates a propaganda-driven society rather than one grounded in reality. Hirsch attributes the heightened racial equity discourse of 2020 to the cumulative impact of the Black Lives Matter movement, the pandemic's removal of distractions, and a global rise in right-wing extremism that forced a re-evaluation of societal values.
- Goldman Sachs16 min
Dr. Richard Haass, Author of "The World: A Brief Introduction"
Richard Haass, Dr. Richard Haas
In a comprehensive analysis of global historical and contemporary dynamics, Richard Haas argues that World War I was preventable due to diplomatic failures while World War II and the Cold War arose from inevitable ideological clashes and nuclear deterrence respectively. He identifies current great power rivalry with Russia and China, alongside the urgent need for global health and climate governance, as primary drivers of a potential return to disorder. Ultimately, the speaker contends that restoring world order requires adapting sovereign concepts to a globalized reality where nations must accept reciprocal international responsibilities to ensure collective security and prosperity.