Latest Interviews
Showing 781–795 of 1,193 interview transcripts.
Clear all filters- Goldman Sachs13 min
"Climbing the Wall of Worry”
Amidst significant market volatility and policy uncertainty, financial advisors are urging investors to maintain a long-term strategic asset allocation prioritizing equities over cash and bonds. The presentation projects mid-single-digit annual returns for the next decade while forecasting a labor market recovery that may not reach historical lows until 2023. Furthermore, despite concerns regarding the upcoming election and rising federal debt, experts advise against market timing, citing a consensus that $1.5 trillion in additional fiscal stimulus is imminent and necessary to prevent an economic cliff.
- Goldman Sachs8 min
Carbon Offsets and the Climate Transition
The carbon offset market functions as a temporary financial bridge for heavy industries unable to immediately decarbonize, offering compliance and voluntary options ranging from renewable investments to forestry projects. Despite growing shareholder pressure and expanded Scope 3 reporting mandates, the sector faces significant skepticism regarding pricing volatility, verification risks, and its inability to fundamentally shift business models. While Asian companies lag in adopting climate targets, global firms in steel, cement, and transportation face future margin contractions as carbon prices rise, necessitating a strategic pivot away from reliance on offsets toward genuine operational decarbonization.
- Goldman Sachs12 min
Pricing the Probability of Virus Risks
A research framework establishes three economic growth scenarios mapped to implied S&P 500 levels, ranging from a baseline recovery at 3,250 to an upside potential of 3,520 should a vaccine arrive by early 2021. Market dynamics reflect a tug-of-war between accelerating case numbers and emerging stabilization efforts, with volatility resolving as investors weigh risks of renewed restrictions against growing probability of a successful vaccine. Near-term catalysts will likely determine whether moderate mitigation measures can control infections sufficiently to relax downside fears and sustain current valuations.
- Goldman Sachs27 min
David Cote, Former Chairman and CEO of Honeywell
During a 16-year tenure at Honeywell, leadership successfully balanced short-term financial discipline with long-term capital allocation, resulting in sustained stock outperformance through strategic investments in aerospace, digital platforms, and sustainability initiatives. The organization overcame fragmented corporate cultures by replacing internal identity wars with a unified operating system that prioritized "compliance with intent" over metric manipulation, while simultaneously resolving massive legacy liabilities to secure its social license to operate. Looking forward, the strategy shifts toward becoming a "software industrial" leader prepared to navigate demographic pressures, rapid technological revolutions in quantum computing and biotechnology, and evolving global geopolitical landscapes.
- Goldman Sachs9 min
Accelerating Trends in Consumer Retail
The event analyzes a significant reallocation of consumer spending toward home-centric and wellness sectors alongside the accelerated digital adoption of traditionally resistant industries. Public equity markets emerged as a critical lifeline during the economic shutdown, facilitating record-breaking capital raises through rescue financings, offensive expansions, and a robust IPO recovery led by major deals. Looking ahead, the presentation outlines a Q3 driven by continued new listings and opportunistic secondary offerings, with Goldman Sachs forecasting a sustained issuance pipeline through 2021 supported by strong investor appetite.
- Goldman Sachs10 min
Sustainable ESG Investing
This analysis distinguishes ESG investing as a strategic discipline focused on long-term value creation and risk mitigation rather than superficial sector exclusions. It emphasizes that anticipating social flashpoints, leveraging diverse management teams, and accelerating carbon sequestration technologies are critical for maintaining business continuity and shareholder returns. Furthermore, the discussion highlights how active governance strategies targeting management transitions can unlock significant value that passive investing often fails to capture during structural corporate changes.
- Goldman Sachs28 min
Chris Wallace, Anchor of "Fox News Sunday"
Chris Wallace, anchor of *Fox News Sunday*, discusses his book *Countdown 1945* while contrasting Harry Truman's secret acquisition of the atomic bomb with the unique "firehose" of information generated by the current administration. Wallace analyzes Truman's agonizing decision to use nuclear weapons against Japan and warns that the modern political climate's polarization threatens the unity required for such grave historical choices. In the present day, the anchor notes that the 2020 election will be shaped by divergent campaign strategies regarding public safety and absentee voting, with outcomes heavily dependent on how voters interpret these pandemic-era behaviors.
- Goldman Sachs7 min
The Outlook for Tech Investing
Driven by superior fundamentals and a defensive balance sheet, the technology sector has outperformed the broader market during the current crisis, with earnings declining only 7% compared to a 20% drop in the S&P 500. Investment strategies now focus on sustainable SaaS beneficiaries and cyclically depressed areas poised for rebound, while emerging markets develop local digital giants enabled by mobile connectivity. Despite these opportunities, the sector faces headwinds from increasing U.S. and European regulatory pressures, supply chain shifts impacting margins, and valuations that remain elevated but discounted relative to historical norms.
- Goldman Sachs7 min
Tracking US Infrastructure Investing
Goldman Sachs analysts and D.C. teams project that while U.S. public construction represents a stable $300 billion market, recent spending has decelerated due to completed major projects and pandemic-related traffic declines creating a $30 billion revenue gap. Despite this short-term contraction driven by regional disparities and stalled public-private partnerships, the sector faces a broader $100 billion annual infrastructure deficit against historical tax revenue averages. Anticipated stimulus spending is expected to bridge the immediate fiscal hole, yet closing the long-term investment gap will require sustained revenue increases from state and local governments.
- Goldman Sachs26 min
Leslie Odom Jr., Original Cast Member of Hamilton
Leslie Odom Jr. sacrificed a lucrative television contract to portray Aaron Burr in the developmental stages of *Hamilton*, prioritizing artistic growth and personal transformation over immediate financial gain. As the filmed version of the musical launched on Disney+ in July 2020, Odom reflected on how the show reinterpreted historical tragedy and served as a vital tool for fostering empathy across racial divides during the pandemic. He further argues that the performance's enduring social relevance extends into activism, urging audiences to live authentically and challenge systemic unfairness rather than waiting for tragedy to drive change.
- Goldman Sachs17 min
From “The Way Forward" Conference: Dr. Leonard S. Schleifer, Co-Founder, Regeneron Pharmaceuticals
Dr. Leonard S. Schleifer, Marshall
Regeneron, led by CEO Dr. Leonard Schleifer and co-founder George Yancopoulos, accelerated antibody therapy development to five months for Ebola and a new viral threat by utilizing a proprietary mouse platform and a dual-antibody cocktail designed to prevent viral escape mutants. The company targets three distinct patient populations with the goal of reducing viral duration and preventing severe progression, prioritizing high-impact intervention over mass vaccination. This strategy leverages converged wet sciences and rapid sequencing technologies to validate the cocktail's efficacy against variants within hours, with critical clinical data anticipated in late summer.
- Goldman Sachs14 min
From “The Way Forward" Conference: David Rubenstein, Co-Founder, The Carlyle Group
David Rubenstein outlines five core leadership principles for navigating national crises, emphasizing that effective governance requires prioritizing national interests over politics and maintaining absolute transparency to preserve public credibility. Distinguishing current pandemics and racial justice movements from historical events by their immediate impact on personal mortality, he warns that leaders must rely on persuasion rather than command to implement difficult decisions amidst a predicted deep recession and soaring national debt. Rubenstein projects accelerated societal shifts toward remote work and healthcare investment while recommending key historical texts to contextualize these challenges and guide future generations.
- Goldman Sachs20 min
From “The Way Forward" Conference: Mike Roman, Chairman and CEO, 3M
Following the killing of George Floyd, 3M Chairman and CEO Mike Roman prioritized corporate social responsibility through direct engagement with African-American employees and coordinated public-private partnerships to bridge the societal trust gap. Simultaneously, the company rapidly pivoted its operations to address the pandemic by doubling N95 production, forming external alliances with partners like Ford and Cummins, and securing emergency authorizations from the FDA to meet healthcare demand. Roman's leadership strategy now integrates these crisis-driven innovations with a permanent shift toward hybrid work models and an expanded definition of corporate responsibility that treats community engagement as essential to long-term business continuity.
- Goldman Sachs23 min
From “The Way Forward" Conference: Rick Rieder, CIO of Global Fixed Income, BlackRock
Rick Reader outlines a market environment defined by unprecedented volatility and a structural shift toward equity-heavy allocations as the Federal Reserve maintains zero interest rates and expands its balance sheet to roughly $11 trillion. He forecasts moderate inflation driven by monetary expansion rather than traditional demand, prompting investors to hedge against currency debasement while European markets benefit from a new era of coordinated monetary and fiscal stimulus. To navigate these complex regimes, the investment landscape is evolving into a hybrid model that combines human macroeconomic judgment with BlackRock's aggressive integration of high-frequency data and advanced analytics.
- Goldman Sachs14 min
From “The Way Forward" Conference: Esther Krofah, Executive Director, FasterCures
Faster Cures currently monitors over 200 SARS-CoV-2 therapeutic candidates and 163 vaccine prospects, with the majority of treatments in Phase 2 or 3 testing and key programs like Moderna's mRNA vaccine and the Oxford/AstraZeneca project advancing rapidly. While early data supports Remdesivir and convalescent plasma as partial solutions, experts anticipate effective cures will likely emerge from combination therapies and require Emergency Use Authorizations between fall 2020 and early 2021. Vaccine availability for frontline workers is targeted for late 2020, though the accelerated 12-to-18-month timeline relies on aggressive manufacturing scaling and successful clinical data readouts expected by autumn.