Latest Interviews
Showing 61–75 of 272 transcripts.
Clear all filters- Goldman Sachs29 min
Canva CEO Melanie Perkins on growing an idea into a multibillion-dollar design company
Canva, led by co-founders Melanie Perkins and Cliff Obrecht, has scaled to serve 165 million users and 90% of Fortune 500 companies by leveraging a bottom-up adoption strategy and its proprietary Magic Studio for AI-driven design automation. The company recently pivoted toward "wall-to-wall" enterprise deployment while maintaining profitability, a trajectory supported by its strategic acquisition of visual AI firm Collido and a dedicated trust and safety framework. Guided by a dual mission of commercial growth and social impact, Canva plans to expand its ecosystem to one billion monthly active users by donating equity and profits to eradicate extreme poverty.
- Goldman Sachs22 min
Oil’s extended reign? Adapting to a new era in oil markets
Daan Struyven, Nikhil Bhandari, Alison Nathan, Dan Stroivin
Goldman Sachs projects global oil demand will peak around 2034 rather than 2024, driven by emerging market growth in India and China where jet fuel and petrochemical consumption continue to rise despite stagnating EV sales in developed economies. The bank forecasts Brent crude to trade between $75 and $90 per barrel through 2026, supported by OPEC spare capacity, before supply risks intensify in the latter half of the decade due to underinvestment in long-cycle projects and structural tightness in the refining sector. Political outcomes in the 2024 US election may further influence prices through potential sanctions on Iran or changes to EV incentives, with the firm recommending gold over oil as a primary hedge against policy-driven inflation.
- Goldman Sachs10 min
Hedges, privates and tax alpha: How investors are navigating record-high markets
David Kostin, Padi Raphael, Adam Siegler
The 2024 market outlook highlights robust U.S. equity gains and a decelerated recession risk of 15%, driven by resilient corporate earnings and consumer spending despite elevated valuations. Investors are increasingly utilizing $100 billion structured notes to hedge downside while private credit and extended private market participation offer yield and alpha alternatives as Federal Reserve rate cuts approach. Independent RIA firms are prioritizing technology partnerships and tax-efficient strategies to scale operations and replicate institutional infrastructure while expanding into new asset classes.
- Goldman Sachs37 min
Jay Shetty on mindfulness in the workplace
Jay Shetty, Jacqueline Arthur, Jack Arthur
Jay Shetty transforms traditional mindfulness into a scalable business strategy by integrating neuroscience-backed practices into corporate culture, drawing on his own journey from multiple rejections by major firms to success at Accenture. He advocates for structural shifts such as shorter meeting blocks and specific sleep hygiene protocols to enhance decision-making speed and clarity, citing high-performance athletes and executives who credit mental training as a core success factor. By reframing goal-setting around internal growth rather than external outcomes, Shetty enables organizations to replace escape mechanisms with intentional elevation, turning mental health management into a driver of sustainable organizational thriving.
- Goldman Sachs38 min
Harvard’s former president Drew Faust on making “necessary trouble”
Drew Faust, Drew Gilpin Faust, David Solomon
Former Harvard University President Drew Faust details her transformation from a girl raised in segregated Virginia to a civil rights activist and historian in her new memoir, *Necessary Trouble: Growing Up at Mid-Century*. The book chronicles her early resistance to gender norms, her pivotal travels to East Germany and the American South that solidified her commitment to racial equality, and her participation in major 1960s protests alongside figures like John Lewis. Faust concludes by contrasting her era's battles for personal freedom with modern higher education's challenges, which now require navigating deep ideological divides and global conflicts within diverse campus communities.
- Goldman Sachs25 min
How Vuori’s Joe Kudla went from accountant to fashion industry success
Viore founder and CEO Joe Kudla transformed a failed apparel background into building a $4 billion men's performance brand that secured a landmark SoftBank investment by pivoting from wholesale to a direct-to-consumer model. The company successfully expanded its revenue composition to include a women's line and entered international markets in China and Korea while maintaining profitability and avoiding unnecessary dilution through secondary offerings. Guided by a culture of strategic alignment, Kudla's leadership team navigated early industry skepticism to establish Viore as a premium lifestyle brand focused on versatile activewear rather than niche yoga apparel.
- Goldman Sachs21 min
Related Companies’ Jeff Blau on Building Hudson Yards
Related Companies CEO Jeff Blau transformed a derelict railyard in New York City into the 15-million-square-foot Hudson Yards district by executing a resilient mixed-use strategy that navigated the 2008 financial crisis. To address the regulatory and environmental challenges posed by Local Law 97, Blau founded Energy Re, a subsidiary launching a historic $12 billion renewable energy initiative designed to supply 16% of the city's power through utility-scale wind and solar generation. This dual approach integrates large-scale affordable housing with massive infrastructure projects, proving that aligning corporate capital with public utility goals can drive both economic growth and decarbonization.
- Goldman Sachs37 min
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Tim Ingrassia, Vishaal Rana, Ted Decker, Dave Kimbell, Allison Nathan
Goldman Sachs analysts and retail leaders including Home Depot's Ted Decker and Ulta Beauty's Dave Kimball characterize 2024 as a pivotal shift where micro-level corporate strategies outweigh macroeconomic trends in driving performance. Private equity firms are increasingly targeting defensive sectors like collision repair while navigating debt constraints, forcing a consolidation of single-banner models and a reevaluation of Direct-to-Consumer valuation models that have shed 97% of their 2021 peak value. As interest rates remain elevated and geopolitical risks introduce new logistics costs, the market is prioritizing sustainable profitability over revenue growth, with physical stores re-emerging as critical drivers of customer lifetime value compared to digital-only channels.
- Goldman Sachs29 min
Epidemic Sound’s Oscar Höglund on the future of the music industry
Oscar Höglund, Clif Marriott, Oskar Haugland
Founded 15 years ago by Oskar Haugland, Epidemic Sound operates a B2B SaaS platform serving hundreds of thousands of customers by providing royalty-free music with 100% owned IP rights to cover approximately 20% of YouTube content. The company differentiates its economic model through a 50/50 revenue split with artists and utilizes a massive library of unencumbered data to train AI systems for track recommendation and adaptation, effectively democratizing production for creators ranging from individual influencers to Fortune 500 corporations. By leveraging daily feedback from 2.5 billion user interactions, the platform maintains a 92% gross margin while navigating industry shifts toward AI-driven content creation and converging media formats.
- Goldman Sachs21 min
Nubank’s David Vélez: Entrepreneurs can help solve Brazil’s biggest challenges
David Velez and Nubank's co-founders built the region's largest bank by value by targeting structural inefficiencies in Latin America's unbanked markets, transforming a decade of macroeconomic volatility into a growth advantage. The company scaled across Brazil, Mexico, and Colombia by embedding a culture of user fanaticism and deploying product-led financial literacy tools that achieved industry-leading NPS scores surpassing global tech giants. Following a $30 billion pre-IPO valuation and backing from Berkshire Hathaway, Velez has now committed the majority of personal wealth to the Giving Pledge to further expand educational leadership and private-sector impact in the region.
- Goldman Sachs30 min
SpaceX’s Gwynne Shotwell on the future of space travel
SpaceX CEO Gwynne Shotwell outlines an aggressive strategy to establish permanent human settlements on the Moon and Mars within the next decade, relying on the rapid, full-reusability of the Starship vehicle to slash costs and enable round-trip interplanetary travel. Complementing this hardware revolution, the Starlink satellite network currently serves over two million customers and achieved rapid deployment in conflict zones like Ukraine, despite facing significant regulatory hurdles that often lag behind technical innovation. To sustain this pace, the company enforces a culture prioritizing innate intelligence and relentless operational efficiency, with Shotwell leveraging her engineering background to bridge the gap between complex technical visions and immediate customer needs.
- Goldman Sachs10 min
The future of the energy industry: Goldman Sachs leaders discuss
Neil Mehta, Sarah Kiernan, Daan Struyven, Don
Global oil demand surged to a record high in 2023 and is projected to reach 107 million barrels per day by the end of the decade, driven by emerging market growth and a post-pandemic travel rebound despite a historical investment deficit. As the energy transition introduces market volatility through intermittent renewable generation and rising capital costs, major oil and gas producers are pivoting toward decarbonization strategies like hydrogen development and carbon capture rather than entering the utility sector. Meanwhile, Goldman Sachs' commodities division is supporting clients by managing price risk exposure and facilitating access to capital markets for these evolving energy projects.
- Goldman Sachs28 min
XPO Executive Chairman Brad Jacobs on building billion-dollar companies
Brad Jacobs, who holds the record for founding five multi-billion dollar companies and has generated over $55 billion in investor value, currently serves as executive chairman of supply chain entities XPO Logistics, GXO, and RXO. His investment philosophy targets fragmented, high-GDP sectors ripe for consolidation, employing a "responsibly fast" operational tempo and direct M&A negotiations to achieve cash flow recoupment within two to four years. Jacobs combines this aggressive deal-making with a "tech-forward" strategy that leverages AI for dynamic logistics optimization while prioritizing the hiring of individuals with higher intelligence and intrinsic motivation to sustain resilient, "all-weather" business models.
- Goldman Sachs23 min
Investing in a post-modern ‘super cycle’
Peter Oppenheimer, Alison Nathan
Goldman Sachs Chief Global Strategist Peter Oppenheimer outlines a "postmodern cycle" defined by higher capital costs, trade regionalization, and rising government deficits that will likely suppress medium-term equity returns. This structural shift necessitates a move away from passive index investing toward strategies that prioritize stock selection in AI-driven productivity and decarbonization infrastructure while embracing diversification to capture compounding growth. Oppenheimer warns that while generative AI and the "nostalgia economy" are reshaping labor and consumer landscapes, successful investors must extend time horizons to navigate an environment where returns depend on underlying profitability rather than valuation expansion.
- Goldman Sachs27 min
US presidential elections outlook: Implications for policy and markets
Joe Wall, Alec Phillips, Alison Nathan
The 2024 U.S. presidential election, held on November 5, presents significant market volatility risks as former President Donald Trump leads the Republican primary against Nikki Haley despite facing 91 criminal indictments. The general election outcome will likely be decided by seven competitive states, with third-party candidate Robert F. Kennedy Jr. polling at historically high levels that could impact Democratic margins in a race where economic concerns regarding inflation and tariffs dominate voter sentiment. Political analysts project that a divided government or an all-Republican victory is more probable than a Democratic sweep, with fiscal policy heavily dependent on whether the 2017 tax cuts are extended and how proposed tariffs are implemented.