Latest Interviews
Showing 61–75 of 98 transcripts.
Clear all filters- All-In Podcast1h 39m
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Calacanis, Friedberg, Jason, Biden, Putin, David Sacks, Chamath Palihapitiya
David Sacks criticized the US foreign policy establishment for its war addiction and argued for a diplomatic resolution to the Ukraine conflict that ensures a neutral Ukraine and recognizes Russian control of Crimea. The discussion further analyzed economic headwinds, including recession risks and labor shortages driven by demographic shifts, while proposing that high-skill immigration be rebranded as talent acquisition to address inflation and growth constraints. Additional topics included SEC reforms for SPACs, concerns over TikTok's data security, and the potential for global famine exacerbated by the war's impact on Ukrainian agriculture and fertilizer costs.
- All-In Podcast1h 48m
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
Jack Dorsey, Calacanis, Friedberg, Rudy Giuliani, David Sacks, Chamath Palihapitiya
Prominent tech investors Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg convened to critique 2021 political and business outcomes, crowning figures like Eric Adams, Glenn Youngkin, and Elon Musk as winners while identifying the progressive left and institutions shorting retail investors as losers. The discussion highlighted significant scientific breakthroughs in starch synthesis and CRISPR, alongside cultural shifts toward centrism and the creator economy, while addressing internal friction that required mediation to keep the group united. Looking forward, the panel announced an upcoming prediction show and a May summit in Miami to continue their analysis of the rapidly evolving intersection of technology, finance, and governance.
- All-In Podcast1h 30m
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Chamath, Calacanis, Friedberg, Jay Cal, David Sacks
Hosts analyze a Microsoft accessibility introduction that drew widespread criticism for perceived virtue signaling while simultaneously debating investment spreads that favor dominant platforms like Google and Microsoft against peers facing regulatory and economic headwinds. The discussion extends to divergent venture capital approaches, contrasting David Sacks' Bird IPO distribution with permanent capital models that reinvest gains, alongside a technical breakthrough where Chinese researchers convert carbon dioxide into starch with tenfold efficiency over photosynthesis. Finally, the episode connects these technological and financial shifts to a broader political realignment, noting how recent US election results reflect a voter rejection of policy extremism in favor of economic stability and moderate governance.
- All-In Podcast1h 36m
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
Calacanis, Friedberg, David Sacks, Chamath Palihapitiya
Following a two-week hiatus, hosts David Sacks, Chamath Palihapitiya, and Jason Calacanis launched the open-source audio platform "Call-In" with overwhelming demand while addressing the geopolitical fallout of the US Afghanistan withdrawal and China's new tech crackdowns. The panel sharply criticized the Biden administration's handling of the Afghan collapse, condemned California's gig-work unionization efforts, and defended Elon Musk's robotics strategy against Jeff Bezos's litigation. Additionally, the discussion outlined a framework for potential blockchain-based governance and warned of structural risks facing Chinese tech firms through the VIE investment model.
- Goldman Sachs23 min
M&A Outlook: How Companies Are Positioning For Growth
Mark Sorrell, Stephan Feldgoise, Alison Nathan
M&A activity has surged to early 2021 levels driven by a strategic shift toward "big, bold" transactions as companies prioritize offensive growth and defensive supply chain diversification amid record private equity capital. The market is characterized by a high volume of deals between $500 million and $10 billion, with increasing participation from sovereign funds and a notable resurgence in activist investing focused on ESG and corporate restructuring. Despite muted cross-border activity due to travel constraints, the consensus among practitioners, including Goldman Sachs, points to sustained momentum in the second half of 2021 fueled by abundant deployable capital and adaptive deal execution.
- Goldman Sachs12 min
Behind the Numbers: Goldman Sachs’ CFO on Second Quarter Earnings Results
Goldman Sachs reported a robust second quarter driven by record investment banking backlog levels, $1 billion in equity underwriting revenues, and a 18% return on equity in global markets. The firm is accelerating a strategic transition toward a fund-format model while prioritizing capital returns through doubled dividends and variable share repurchases to support stock value. Despite facing macroeconomic, geopolitical, and cybersecurity risks, management remains confident in the outlook, noting a significant return to physical office collaboration and strong sponsor-led M&A activity.
- 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 Sachs15 min
Oscar Munoz, Executive Chairman of United Airlines
United Airlines Executive Chairman Oscar Munoz leveraged his background in crisis management and direct government lobbying to secure CARES Act funding and implement rapid liquidity measures that enabled the carrier to navigate the pandemic's immediate threats. Under Munoz's leadership, the airline shifted from reactive survival to proactive customer-centric innovation by eliminating change fees and advocating for global rapid testing protocols to facilitate safe international travel. With a strategic focus on passenger safety and profitability, United projects a phased return to full operations by 2022, contingent on vaccine deployment and the successful integration of hybrid digital and physical customer service models.
- Goldman Sachs1h 23m
Watch Live: 2020 Goldman Sachs Gives Analyst Impact Fund Finals
Eric Lane, Julian Salisbury, David Solomon, Stephen Scher, John Rogers, Asahi Pompei, Anne Black, Mabel, Abe, Olu, Anna Skoglund, Chris Johnson, Kim Posnett, Priyanka Pasi, Gauri, Mina Flynn, Jennifer Yume, Matthew, Av, Anshul Sugabi, Ruchand, Prashant, Khalil Razi, Carlos, Earl Hunt, Sarah Condon, Laura, Kia Williams, Arthur, Carrie Halio, Bridget Martinez, Alistair
The 2020 Analyst Impact Fund Finals engaged 733 Goldman Sachs analysts to evaluate non-profit proposals addressing critical global challenges like healthcare, climate change, and equity through a hybrid virtual and in-person format. Six finalist teams pitched their organizations, with Serum winning the $250,000 first-prize grant and an additional $25,000 "fan favorite" award, while Black Girl Ventures and CHaN secured second and third place respectively. This fifth annual competition has facilitated over $2.1 million in total grants to 69 nonprofits since its inception, serving as a key mechanism for junior talent to drive philanthropic impact and cross-office collaboration.
- Goldman Sachs7 min
Goldman Sachs’ Third-Quarter Earnings
Goldman Sachs CFO Steven Schwartz attributed strong third-quarter earnings to the firm's intermediary model and strategic initiatives that successfully expanded market share across Global Markets and Investment Banking. Leadership recently realigned division heads with defined business segments to ensure cohesive operations while deploying calibrated capital to navigate anticipated fourth-quarter volatility driven by geopolitical and economic uncertainties. Looking toward 2021, the firm aims to execute a dual strategy of reinforcing incumbent businesses and scaling new value-add initiatives like transaction banking without the operational distractions that previously defined the sector.
- a16z29 min
"Crypto Startup School" Documentary
Jeff, Teddy, Andrey Anisimov, Tina, Tope, Sarah Reynolds, Meta Katari
Andreessen Horowitz's Crypto Startup School launched a remote cohort of diverse founders to build decentralized finance applications like AfriX and HoneyLemon while navigating a 40% market crash and pandemic lockdowns. Through intensive collaboration and rigorous security audits, the teams overcame technical design errors to ship audited prototypes and secure early traction despite significant fundraising hurdles. The program successfully transitioned these entrepreneurs from ideation to Mainnet deployment, validating their models in a volatile environment while forecasting a future where cryptocurrency integrates as deeply as the internet into daily life.
- 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.
- Goldman Sachs23 min
The Power of Advocacy: US Mayors
Eric Johnson, Nan Whaley, LaToya Cantrell
Mayors Eric Johnson of Dallas, Andrew Whitaker of Dayton, and LaToya Cantrell of New Orleans collectively addressed the compounding crises of the COVID-19 pandemic and civil unrest while outlining strategies to support small businesses and protect vulnerable populations. These leaders detailed significant public-private financial partnerships, such as Dallas's $10 million recovery fund and New Orleans' $50 million commitment with Goldman Sachs, to mitigate job losses and address systemic inequities. Furthermore, the mayors emphasized an urgent need for federal assistance and collaborative governance to accelerate economic recovery and build more resilient, equitable urban environments.
- Milken Institute1h 2m
In Search for a Cure: Are We Nearing a Treatment for COVID-19?
Esther Kofa, Meg Terrell, Dr. Tony Fauci, Albert Bourla
The Milken Institute Summer Series concluded by analyzing the U.S. resurgence of COVID-19 infections and the global development of nearly 250 treatment compounds, featuring critical insights from Dr. Anthony Fauci and Pfizer CEO Dr. Albert Bourla. Dr. Fauci warned of severe fall surges driven by behavioral shifts while outlining a vaccine timeline with Phase III trials expected to begin in July, whereas Dr. Bourla detailed Pfizer's autonomous mRNA strategy aiming for safety and efficacy data by September. As the organization prepares its 23rd Global Conference for a likely online format in October, these discussions underscored the urgent need for robust public health protocols alongside rapid medical solutions.
- Milken Institute59 min
Retirement Security in the Wake of COVID-19 - Conference Call Series
Paul Irving, Marcie Frost, Michael Milken, Penny Pennington, Michelle Seitz
The Milken Institute convened financial leaders to analyze the dual threats of the pandemic and a projected $150 billion rise in the U.S. retirement savings deficit. Experts from Edward Jones, CalPERS, and Russell Investments highlighted the critical need to shift from generic index targets to personalized strategies that address longevity risk and the aging demographic's healthcare costs. Participants agreed that mitigating the crisis requires structural adjustments to retirement age, diversified Social Security portfolios, and the widespread adoption of automated savings mechanisms for gig workers.