Latest Interviews
Showing 871–885 of 1,304 transcripts.
Clear all filters- Goldman Sachs11 min
The Future of European Equities
Goldman Sachs Research characterizes the current environment as the onset of a new bull market defined by "fat and flat" returns, where high valuations and zero interest rates cap upside potential despite market resilience to economic scarring. The firm advises shifting from broad index strategies to alpha-generating sector rotations, specifically targeting "mutating" value companies in energy and automotive sectors that are successfully pivoting toward decarbonization. In Europe, this outlook is supported by decisive ECB liquidity measures and the EU Recovery Fund, which are expected to fuel growth in digital infrastructure, renewables, and capital goods through coordinated fiscal transfers.
- Goldman Sachs21 min
Eric Yuan, Founder and CEO of Zoom
Zoom CEO Eric Wan details the platform's unprecedented growth to 300 million daily users and the company's simultaneous infrastructure expansion and security overhauls in response to the crisis. Beyond operational challenges, Wan outlines a strategic pivot toward deeper B2B integration and a future vision where video conferencing incorporates AI translation and haptic feedback. He concludes by noting that while remote work may boost productivity, it necessitates new cultural policies to address mental fatigue and promote sustainable employee happiness.
- Goldman Sachs31 min
Marc Morial, President and CEO of the National Urban League
During a Juneteenth discussion, Morial connects the historical significance of the holiday to the modern consciousness ignited by George Floyd's death, framing the resulting protests as a unique, multiracial coalition demanding substantive police reform. He advocates for the Justice in Policing Act, which includes federal standards, bans on chokeholds, and a national database to prevent officers fired for brutality from moving between jurisdictions, while simultaneously condemning voter suppression tactics and praising the Supreme Court's landmark decision protecting LGBTQ+ employees. Drawing from these civic struggles and the COVID-19 pandemic, Morial outlines a leadership philosophy that emphasizes decisive crisis management and the necessity of uniting diverse constituencies when coherent plans are initially unavailable.
- Goldman Sachs20 min
Kevin Love, Professional Basketball Player
Five-time All-Star Kevin Love publicly detailed his November 2018 cardiac arrest scare caused by severe anxiety, breaking his long-held silence to challenge the stigma surrounding mental health in professional sports. His disclosure triggered a global shift in athletic culture, catalyzing a movement where teammates and organizations now prioritize early intervention for youth mental health through initiatives like the Love Fund and pandemic-era community support. By sharing his personal struggle against traditional masculinity and establishing daily therapeutic routines, Love has redefined resilience for a generation while advocating for structural changes to address the rising suicide rates among young men.
- Goldman Sachs9 min
Takeaways from the 24th European Financials Conference
The 24th annual European Financials Conference gathered executives from major banks, insurers, and real estate firms to discuss a crisis consensus on severity that exceeds the 2008 and 2012 downturns. While policymakers and bank leaders project an optimistic recovery for 2021–2022, investors remain skeptical, particularly regarding dynamic capital adequacy needed to fund the economic rebound. Key debates centered on managing excess liquidity and determining the optimal timing for dividend resumption, as uncertainties over lockdown durations and Brexit outcomes obscure precise credit loss forecasts.
- Goldman Sachs8 min
The New Infrastructure is Digital
Since 2006, the firm has pivoted its infrastructure strategy from traditional transport and utilities to prioritize digital assets, driven by a ten-year capital shift that recently concentrated on fiber networks and data centers. This transition was accelerated by the pandemic's demand for a contact-free economy, which exposed critical connectivity gaps in the UK and necessitated major investments to support remote work, healthcare, and e-learning. To address these regional disparities and foster economic recovery, the firm is now deploying fiber infrastructure across 100 cities to create approximately 10,000 jobs while advocating for regulatory frameworks that ensure fair pricing and rural access.
- Goldman Sachs15 min
Ben Cardin, Steve Daines, Maggie Hassan, US Senators
Ben Cardin, Steve Daines, Maggie Hassan
Senate leaders utilized bipartisan collaboration and direct stakeholder feedback to pass the Paycheck Protection Program unanimously, successfully adapting its terms to extend loan forgiveness to 24 weeks and adjust spending limits based on real-time economic data. Senators Hassan and Daines highlighted the necessity of combining personal advocacy stories with agile administrative adjustments, such as rapid policy "patches," to effectively support small businesses during the evolving COVID-19 crisis. The committee's focus on shared goals ensured the program addressed diverse friction points while maintaining flexibility for potential future funding rounds to meet ongoing recovery needs.
- Goldman Sachs25 min
Michelle Gass, Gene Lee, and Jide Zeitlin
Michelle Gass, Gene Lee, Jide Zeitlin, G.J. Zeitlin, David
Executives G. Day Zeitlin, Michelle Gass, and Gene Lee led corporate responses to the George Floyd protests by prioritizing employee vulnerability and acknowledging systemic diversity gaps across Tapestry, Kohl's, and Darden. These leaders adapted their operational strategies to address the pandemic by accelerating digital adoption, rejecting third-party delivery aggregators, and implementing safety protocols that rely on community ecosystem thresholds. Their combined efforts emphasize shifting diversity initiatives from mere statistics to cultural change while ensuring frontline managers can foster inclusive environments in rapidly evolving retail and restaurant landscapes.
- Goldman Sachs28 min
Scott Mills, President of BET Networks
BET President Scott Mills identifies the current racial justice moment as distinct from previous eras due to its unprecedented youth diversity and the absence of political leadership, prompting the network to launch its $25 million "Content for Change" campaign to alter societal narratives and combat systemic racism. The initiative funds specific programming like "Cop Watch" and "Finding Justice" with Dwayne Johnson while raising an additional $17 million for pandemic relief, directly addressing the dual psychological toll of the health crisis and racial violence on the African American community. Although audience reception has been strong, BET faces significant scrutiny regarding its editorial choices, a challenge the network navigates with the support of a high-level mentorship network while acknowledging the insufficiency of video evidence alone to overcome deep-seated biases.
- Goldman Sachs9 min
The Future of Learning
Katherine Tait, Catherine, Liz
Driven by an unprecedented global shift to remote learning, institutions like China's national cloud classroom and Coursera scaled operations to serve millions while simultaneously preparing for a projected 13% decline in higher education enrollment due to reduced international mobility and deferrals. Facing a dual financial challenge of falling tuition revenue and rising digital infrastructure costs, universities are pivoting toward specialized business models or cost-reduction strategies that leverage technology to unbundle degree programs and address the structural demand for continuous skills training. This transition accelerates the move toward blended learning environments, fundamentally altering higher education by combining digital flexibility with physical campus convening to improve affordability and accessibility for a workforce expected to see widespread occupational changes.
- Goldman Sachs12 min
The Outlook for ETFs
During the recent pandemic-induced market volatility, Exchange-Traded Funds (ETFs) attracted significant net inflows driven by their liquidity, tax efficiency, and lower costs, while specific sectors like Healthcare and Technology saw substantial capital migration. The Federal Reserve marked a historic shift on March 23 by launching a corporate bond ETF purchase program that injected liquidity into credit markets and catalyzed over $31 billion in additional investor capital. Looking ahead, the industry is pivoting toward Active Beta structures, ESG-focused products, and thematic innovations to capitalize on evolving investor preferences and systematic strategy demands.
- Goldman Sachs24 min
The Great Reset: A Framework for Investing After COVID-19
Goldman Sachs Senior Advisor Steve Strong identifies the pandemic as a transformative rule-changing event in his report *The Great Reset*, predicting a permanent economic shift driven by the adoption of resilient business models and "sticky" behavioral changes in remote work and digital health. The analysis forecasts a regulatory pendulum swing that will favor companies with built-in redundancy over efficiency, while simultaneously fragmenting consumer markets into distinct risk-based segments that demand tailored safety and social distancing measures. Ultimately, Strong cautions investors to look beyond immediate crisis survivors toward the upcoming innovation phase, where new entrants and retooled incumbents will dominate by creating superior, more resilient economic structures.
- Goldman Sachs11 min
The Scale and State of the Semiconductor Industry
Facing a projected 10% semiconductor industry decline in 2020 driven by pandemic-induced global GDP contraction, market dynamics have diverged with robust cloud computing demand offsetting weakness in handsets and automotive sectors. While the supply chain demonstrated unexpected resilience outside of specific disruptions in Wuhan, Malaysia, and the Bay Area, geopolitical trade restrictions and US-China tensions continue to create significant regulatory uncertainty for major OEMs like Huawei. Simultaneously, competitive pressures have intensified as top buyers consolidate purchasing power and tech giants vertically integrate their chip designs, shifting the battlefield toward advanced manufacturing triopolies and diversified data center compute cycles.
- Goldman Sachs24 min
Corie Barry, Chief Executive Officer of Best Buy
Best Buy CEO Corey Barry led the company through an unprecedented crisis by prioritizing employee safety and revenue retention, which enabled a rapid pivot to a 100% curbside-only model that captured 95% of prior-year sales volume. The retailer accelerated long-term structural shifts by reducing physical square footage, expanding consumer health technology offerings, and implementing an appointment-based in-store concierge system to ensure safety transparency. Barry further addressed cultural transformation by launching a gender diversity initiative for field leadership and establishing an inclusive framework grounded in vulnerability and empathy to guide future strategic decisions.
- Goldman Sachs8 min
Confronting Inequality and Injustice
Margaret Todd and Goldman Sachs representatives address how the pandemic and historical redlining policies have disproportionately harmed minority communities through elevated unemployment, higher infection rates, and restricted access to federal relief. Urban revitalization efforts are currently stalled as city budgets face severe cuts, particularly a 40% reduction in affordable housing funding, forcing institutions to prioritize long-term structural solutions over immediate fixes. The speakers conclude that sustainable recovery requires a coordinated coalition of educational, cultural, and corporate entities to invest in both physical and social infrastructure that affirms the worth and livelihoods of working-class families.