Latest Interviews
Showing 766–780 of 1,304 transcripts.
Clear all filters- Goldman Sachs28 min
Fredrik Logevall, Author of "JFK: Coming of Age in the American Century, 1917-1956"
Pulitzer Prize-winning historian Friedrich Logevall launches a two-volume biography titled *JFK: The Coming of Age in America's Century*, which recontextualizes John F. Kennedy's early life against the United States' ascent to global superpower status. Drawing on extensive family correspondence and archival research, Logevall argues that Kennedy's formative years were defined by his mother's intellectual influence, a critical ideological split with his father over appeasement, and a PT boat experience that instilled lasting skepticism toward military intervention. The volume concludes by detailing how these experiences shaped a pragmatic political philosophy and a unique campaign strategy in 1946 that prioritized volunteer mobilization, bipartisan compromise, and the preservation of democratic institutions.
- Goldman Sachs14 min
What’s Next for the Business of Sports
Major professional leagues resumed operations through strategic bubble environments and extended timelines to secure critical television revenue and stabilize surging franchise valuations driven by limited capital availability. Simultaneously, a historic shift occurred in athlete advocacy as league leadership, exemplified by the NBA, actively supported player social justice protests following high-profile incidents. The upcoming 2021 season faces continued COVID-19 disruptions and financial instability, particularly within college sports where revenue disparities and viral outbreaks threaten the viability of non-revenue-generating varsity programs.
- Goldman Sachs14 min
The Private Equity Landscape
The private equity sector is undergoing significant institutional consolidation and specialization, driven by a shift toward longer investment horizons and a strategic pivot away from public markets. Recent market resilience has been bolstered by active limited partner capital deployment, robust private credit alternatives, and the rapid adoption of innovative exit vehicles like SPACs to facilitate diverse transactions. Simultaneously, firms are embedding ESG criteria into their core models, prioritizing board diversity and impact investing to align with evolving regulatory mandates and performance correlations.
- Goldman Sachs27 min
Robert Zoellick, Author of "America in the World"
In *America in the World*, Bob Zolig reframes U.S. foreign policy history by spotlighting the pragmatic strategies of key architects like Alexander Hamilton, Cordell Hull, and George H.W. Bush rather than abstract theory. These case studies illustrate how domestic financial stability, rule-based trade systems, and alliance management historically enabled American power, offering a blueprint for contemporary engagement with China. Zolig concludes that effective U.S. strategy today requires bolstering domestic resilience, enforcing intellectual property rights, and actively planning diplomatic off-ramps to de-escalate tensions without isolating the nation.
- Goldman Sachs11 min
Kewsong Lee, CEO of The Carlyle Group
Carlyle CEO Kyu Song Lee outlined a crisis response prioritizing employee safety and liquidity while aggressively deploying capital in Asian healthcare and technology sectors to offset a temporary lull in traditional buyouts. The firm has shifted its risk philosophy to view inaction as the primary threat, driving activity in opportunistic credit and raising global diversity targets to 30% for board composition. Lee further emphasized that long-term value creation relies on emotional intelligence and adapting to permanent structural shifts despite predicted US-China geopolitical divergence and challenges posed by remote work.
- Goldman Sachs22 min
Ric Lewis, Executive Chairman of Tristan Capital Partners
Tristan Capital Partners Managing Director Rick Lewis outlines the firm's strategic navigation of the 2008 financial crisis and the 2020 pandemic, highlighting a distinct sector divergence where residential assets rebounded while office demand remains complex despite long-term recovery forecasts. Leveraging these insights, Lewis launched the Impact X Fund to provide growth capital for underrepresented entrepreneurs and restructured his foundation's philanthropy to target 85% BAME scholars, effectively shifting from silent leadership to active advocacy for social mobility. Beyond market analysis, the discussion emphasizes a philosophical call to action for high-performing individuals to prioritize tangible community investment and daily behavioral change over mere awareness to dismantle systemic barriers in both the UK and US.
- Goldman Sachs15 min
Mike Fries, CEO and Vice Chairman of Liberty Global
Liberty Global reported minimal financial impact during the second quarter, raising operating guidance by 14% while maintaining EBITDA in line with forecasts despite specific revenue headwinds from sports and roaming. The company leveraged the pandemic to accelerate digital adoption and secure a dominant position in the UK gigabit race, projecting a threefold expansion of its one Gigabit footprint over BT within the next year. To address valuation gaps and capitalize on steady growth, management is restructuring toward a Fixed Mobile Convergence model with reduced capital expenditures and exploring diverse capital structures including potential local listings and joint ventures.
- Goldman Sachs9 min
Thematic Growth Opportunities
Following a $50 billion Q1 outflow, global equity flows have reversed as investors pivot toward thematic strategies amidst a landscape where over half of all companies face low growth. This strategic shift targets four key megatrends: cross-sector technological advancement, the spending power of 2.3 billion millennials, plummeting costs enabling precision medicine, and sustainability-driven circular economies. Regional dynamics further shape this outlook, with the EU directing half of its recovery funds to green initiatives and China's shifting economic weight accelerating domestic tech listings in genomics and environmental sectors.
- Goldman Sachs8 min
The Acceleration of Impact Investing
Global public market ESG assets have recently surpassed $1 trillion, driven by European regulatory mandates and corporate commitments totaling over $11 billion in carbon mitigants. While sectors like digitization, clean energy, and electric mobility see accelerated growth, record-breaking climate disasters and widening global wealth inequality continue to serve as critical macro-drivers for impact investing. Ames Imprint confirms a lack of financial trade-offs in long-term strategies, indicating that rigorous research can align financial returns with stakeholder resilience and inclusive growth goals.
- Goldman Sachs9 min
Jean Salata, CEO and Founding Partner of Baring Private Equity Asia
John Salata of Bering Private Equity Asia outlines a strategic pivot from pandemic defensive measures to offensive "bolt-on" acquisitions in digitalization-focused sectors like healthcare and software. While the firm integrates ESG standards and navigates the trust challenges of virtual due diligence, Salata forecasts resilient US market growth driven by low interest rates despite deteriorating but non-breakable US-China political relations. Ultimately, the discussion emphasizes that long-term compounding and stakeholder capitalism remain critical success factors for investors navigating this evolving landscape.
- Goldman Sachs7 min
The Rise of Sustainable Consumerism
Sustainable consumer brands like Beyond Meat, Oatly, and Vital Farms have achieved rapid market expansion and multi-billion dollar valuations, driven by a surge in Millennial interest and pandemic-induced scrutiny of environmental footprints. This demand has catalyzed a financial shift where ESG-focused funds see record equity inflows and high-ESG stocks outperform their counterparts, prompting investors to prioritize metrics ranging from carbon reduction to board diversity. Consequently, the current market landscape represents an acceleration of established concepts like plant-based proteins and electric vehicles rather than entirely new categories, as capital flows increasingly toward companies demonstrating measurable social and environmental governance.
- Goldman Sachs7 min
The Landscape for German Corporates
Held in Munich over three days, the 2024 German Corporate Conference engaged nearly 2,000 investors with 67 CEO and CFO fireside chats that highlighted a shifting European market where technology now outweighs banking in size. Despite macroeconomic headwinds from Germany's post-war recession, attendees noted that fiscal stimulus and pandemic containment have positioned the DAX to outperform broader European indices while top firms view new activity restrictions as already priced into Q2 guidance. The event further identified sustainability and decarbonization as dominant long-term investment themes, underscored by positive ESG fund flows that contrasted sharply with outflows in traditional equity sectors.
- Goldman Sachs26 min
Jia Lynn Yang, Author of "One Mighty and Irresistible Tide"
Rooted in the racist eugenics of the 1924 Immigration Act, U.S. immigration policy evolved over decades to prioritize national security and Cold War ideology until President Lyndon B. Johnson signed the 1965 Immigration and Nationality Act. This landmark legislation dismantled ethnic quotas in favor of family reunification and skilled labor preferences, inadvertently triggering massive demographic shifts from Asia, Africa, and Latin America despite original intentions to maintain a white demographic majority. Today, the legacy of these laws continues to shape contentious political debates regarding American identity, refugee admissions, and the ethical balance between open borders and selective restriction.
- Goldman Sachs19 min
Meredith Kopit Levien, CEO of The New York Times Company
New York Times CEO Meredith Kopit Levien is steering the organization from a traditional journalism house into a scalable, direct-to-consumer digital subscription business targeting a global market of 100 million payers. By pivoting resources toward a world-class tech operation and leveraging high-growth audio assets like *The Daily*, the Times has successfully crossed a critical inflection point where digital revenue now surpasses print income. This strategic transformation capitalizes on shifting consumer habits to reduce reliance on declining print advertising while positioning the brand's independence as a key differentiator in a polarized media landscape.
- Goldman Sachs7 min
The Beverage Industry and the Economic Shutdown
The beverage industry navigated a permanent structural shift toward off-premise consumption and sweeter taste profiles driven by pandemic closures and evolving millennial preferences, resulting in a 500% to 600% surge in hard seltzer demand. This rapid expansion triggered chronic stock-outs for major brands like White Claw and Corona due to aluminum can shortages and cross-border import bottlenecks, forcing consumers to substitute with new entrants and legacy companies to launch proprietary alternatives. While low barriers to entry sustained overall sales, the resulting valuation disparities between spirits and seltzer players have intensified strategic debates over consolidation versus organic growth as the market transitions from a temporary trend to a lasting category.