Latest Interviews
Showing 796–810 of 1,304 transcripts.
Clear all filters- Goldman Sachs7 min
ESG in the Food & Beverage and Alcohol & Tobacco Sectors
Goldman Sachs Research launched the ESG Roadmap Project to analyze sector-specific risks and opportunities using a methodology that synthesizes data, corporate statements, and analyst insights for 12 to 36-month horizons. The inaugural report on food, beverage, alcohol, and tobacco sectors reveals robust plastic reduction progress while highlighting critical gaps in labor enforcement, deforestation, and the fact that fewer than 25% of firms currently link executive pay to ESG performance. Anticipated regulatory and consumer pressures are expected to drive widespread adoption of science-based emissions targets and compensation structures focused on reducing food waste and Scope 3 emissions across the industry.
- Goldman Sachs11 min
George Roberts, Co-Chairman and Co-CEO of KKR
KKR Co-Chairman Peter Roberts outlines the firm's strategic pivot from pandemic liquidity preservation to an offensive deployment of capital across healthcare, technology, and infrastructure sectors. He recounts the firm's 1976 origins, the transformative lessons learned from the RJR Nabisco leveraged buyout regarding market fallibility, and his enduring philosophy that prioritizes character and proactive talent assessment. Looking forward, Roberts forecasts a rising S&P 500 and continued geopolitical divergence between the US and China while emphasizing the critical importance of mentors who foster opportunity rather than just wealth.
- Goldman Sachs10 min
Jon Gray, President and COO of The Blackstone Group
In early 2020, Blackstone deployed approximately $11 billion into distressed public REITs, energy MLPs, and leveraged loans before the market stabilized, a move the firm later regretted as undercapitalized due to the rapid recovery. Looking ahead, the firm targets long-term themes including e-commerce, digital infrastructure, and life sciences while favoring the U.S. and Chinese markets despite projected tensions. With a culture rooted in high-conviction decision-making and nearly $100 billion in warehoused assets, Blackstone aims to navigate elevated valuations by taking calculated risks on sectors poised for post-pandemic rebound.
- Goldman Sachs12 min
What’s Next for European Capital Goods
The capital goods sector faced an immediate 15% organic revenue decline during the pandemic, yet delivered second-quarter margins 20% higher than analyst estimates due to flexible cost structures and government support. Strategic priorities have since pivoted toward localized production and factory automation to ensure resilient supply chains, contrasting with the volume-driven losses seen in automotive and aerospace markets. While global capital expenditure is projected to fall by nearly 20% this year, long-term investment is accelerating in green capex and digitization, with recovery trajectories in China, the U.S., and Europe showing significant variance across industrial segments.
- Goldman Sachs12 min
Investing Insights from Big Data
Goldman Sachs utilizes machine learning and natural language processing to ingest unstructured alternative data, such as credit card transactions and geolocation metrics, for investment strategies that supplement traditional financial analysis. The firm specifically addresses pandemic-driven market volatility by constructing a quantitative "COVID basket" that evaluates revenue exposure, supply chains, and industry classifications to neutralize sector-specific risks. This approach leverages real-time indicators to forecast shifts in high-impact sectors like home improvement and digital entertainment while mitigating exposure in travel and leisure industries.
- Goldman Sachs8 min
Financing Higher Education During a Time of Disruption
Higher education institutions have issued approximately $45 billion in taxable and tax-exempt debt to secure budgetary flexibility amid pandemic disruptions, with proceeds targeting refinancing and capital projects. As universities navigate varied fall learning models and significant revenue risks from reduced auxiliary income and athletic postponements, they are exploring asset monetization, program adjustments, and strategic mergers to mitigate financial strain. While investors remain confident in well-endowed institutions, rating agencies express growing concern over smaller public and rural universities facing declining state support and shrinking enrollment pipelines.
- Goldman Sachs26 min
Producer Phil Bertelsen and Historian Abdur-Rahman Muhammad of "Who Killed Malcolm X?"
Phil Bertelsen, Abdur-Rahman Muhammad, Jeffrey Scruggs
Following the renewed global focus on racial justice in 2020, the Netflix documentary *Who Killed Malcolm X?* leverages historian Abdur Rahman Mohammed's thirty-year investigation and filmmaker Phil Berthelsen's archival research to re-examine the 1965 assassination. The series highlights historical parallels between past police misconduct, such as the 1962 killing of Ronald Stokes, and modern policing while challenging the official narrative that Malcolm X's death was the work of the wrongfully convicted defendants. This critical reassessment has directly prompted the Manhattan District Attorney to reopen the case, aiming to secure the expungement of wrongful convictions for figures like Mohamed Abdulaziz and to establish a definitive historical account of the tragedy.
- Goldman Sachs36 min
Eddie Glaude Jr., Author of "Begin Again"
Eddie Glaude Jr., James Baldwin, Erica Irish-Brown
Drawing on James Baldwin's biography and 1960s activism, this talk reframes current racial justice movements as a necessary confrontation with America's foundational lies regarding the "value gap" and institutional exclusion. The speaker connects Baldwin's critique of systemic "tinkering" to modern policy demands for resource redistribution, while arguing that the "Black Lives Matter" slogan addresses specific violence rather than questioning the worth of other lives. Anchored in a philosophy of hope that accepts human fragility, the presentation urges voters to abandon political complacency and actively engage with the nation's democratic crisis.
- Goldman Sachs9 min
China’s New Infrastructure
China is launching a $2.1 trillion infrastructure initiative spanning 2020 to 2025 that prioritizes digital transformation across seven key sectors, including 5G networks, data centers, and artificial intelligence. The project executes a three-phase rollout designed to first build communication systems, then ramp up industrial IoT penetration to 45%, and finally deliver economic benefits to the real economy starting in 2023. This strategy aims to create over 200,000 engineering jobs annually and generate $700 billion in manufacturing cost savings by integrating digital grids, smart transit, and cloud-based enterprise operations.
- Goldman Sachs9 min
The Business Case for Investing in Diversity
Goldman Sachs Asset Management integrates diversity and inclusion into its core investment thesis by linking team plurality and corporate ESG performance to superior financial returns and long-term GDP growth. The firm operationalizes this strategy through aggressive stewardship policies that have historically voted against boards lacking female representation, successfully prompting 40% of affected U.S. companies to add women to their leadership teams. Looking forward, GSAM prioritizes engaging companies on racial demographic disclosures and aligning portfolios with shifting millennial consumer preferences to secure addressable market growth.
- Goldman Sachs7 min
What Investors are Watching in Europe
Overseeing a global private wealth pool exceeding $350 trillion, investors leveraged flexible long-term horizons to navigate recent market uncertainty through strategic equity rebalancing and increased philanthropic giving. Driven by negative interest rates and distorted valuations, particularly in Europe, capital is increasingly migrating from public to private markets with a specific focus on expanding private debt allocations. Simultaneously, the intensification of ESG criteria and the European Green Deal's $8 trillion investment requirement are forcing wealth managers to integrate social and environmental factors into every aspect of their decision-making processes.
- Goldman Sachs25 min
George Roberts, Co-Chairman and Co-CEO of KKR
KKR co-founder George Roberts discusses the firm's unprecedented $18 billion deployment during the pandemic while highlighting a strategic pivot toward diversity mandates and venture philanthropy for reentry populations. Drawing on a 40-year partnership built on equal economics and shared values, Roberts emphasizes that investing success relies on interpersonal judgment and long-term adaptability rather than mere financial analysis. He further outlines KKR's ESG integration and investment philosophy, which aims to transform social enterprises into for-profit entities and encourages competitors to adopt sustainable practices for broader industry benefit.
- Goldman Sachs12 min
Evolving Corporate Sentiment in Europe
European CEOs are transitioning from crisis management to growth-oriented strategies, marked by a resurgence in M&A activity and a renewed focus on strategic decision-making. Leaders are actively balancing operational shifts like remote work and return-to-office debates against major geopolitical risks and a heightened emphasis on ESG mandates and corporate purpose. This evolving landscape is fueled by improved confidence in EU leadership and a structural economic shift toward technology, healthcare, and renewable energy sectors.
- Goldman Sachs13 min
The Global R&D Landscape
While the United States maintains its global lead in absolute scientific research spending, it has slipped to eighth place in R&D intensity as nations like China, South Korea, and Israel accelerate their investment rates and educational pipelines. The U.S. research ecosystem increasingly relies on foreign-born talent for innovation, yet domestic funding remains narrowly concentrated in IT and pharmaceuticals compared to the manufacturing-focused strategies of European and Asian competitors. This shifting landscape underscores a growing reliance on international collaboration and public funding mechanisms to sustain the translational bridge between basic discovery and commercial application.
- Goldman Sachs29 min
Dominique Ansel, Author of "Everyone Can Bake"
Chef Dominique Ansel leveraged his Michelin-starred experience and mentorship-focused kitchen culture to pivot his business toward delivery and digital engagement during the pandemic, ultimately publishing *Everyone Can Bake* to teach foundational techniques through a "choose your own adventure" methodology. The event details his strategic evolution from the viral success of the one-flavor-per-month Cronut to recent adaptations like global recipe replication and specialized home-baking tutorials. Ansel emphasizes creating emotional connections through portable, multi-sensory desserts while demystifying the scientific precision required for baking.