Latest Interviews
Showing 76–90 of 272 transcripts.
Clear all filters- Goldman Sachs10 min
Planning portfolios for 2024: Goldman Sachs leaders discuss
Brittany Boals Moeller, Amal Alibair, Matt Weir
Financial strategists advise clients to lock in higher rates on long-term bonds and maintain a U.S. asset overweight due to superior institutional stability and GDP growth. The firm implements disciplined cash deployment tranches to mitigate inflation erosion while prioritizing private markets for persistent alpha, specifically targeting top-quartile managers and themes like supply chain infrastructure. This approach integrates multi-generational legacy planning with philanthropic goals, emphasizing early education and structural diversification to ensure long-term purchasing power.
- Goldman Sachs24 min
Briogeo founder Twine says “internal resiliency” is entrepreneurs’ shared superpower
Nancy Twine founded the clean beauty brand Briogeo in 2012 after leaving Goldman Sachs, leveraging her mother's chemistry background to secure an early partnership with Sephora before raising over $20 million in private equity. Driven by a strategic focus on the untapped salon professional channel, Twine sold the company to Wella in 2022 following a rigorous acquisition process that capitalized on the brand's established "table stakes" clean formulation standards. Since the exit, Twine has shifted her focus to mentoring founders through her content platform and serving on the board of "Room to Grow" to address financial education and industry diversity gaps.
- Goldman Sachs25 min
How companies, private equity firms, and institutional investors are navigating the global economy
Goldman Sachs executive Jim Esposito outlines a global economic landscape marked by regional divergence, shifting private equity dynamics, and a pivot from "hard landing" fears to a "soft landing" consensus. While corporate balance sheets are historically strong and commodity prices signal recovery, the event highlights persistent risks stemming from geopolitical fragmentation, an anemic IPO market, and liquidity concerns within the unregulated non-bank sector. Esposito anticipates that despite these challenges and an approaching U.S. election, the financial system remains resilient due to post-2008 regulatory safeguards and continued private sector innovation.
- Goldman Sachs10 min
Normalizing inflation: are ‘hard yards’ ahead?
Ashok Varadhan, Sam Grobart, Ashok Singhala
Goldman Sachs Chief Economist Jan Hatzihas lowered the U.S. recession probability to 15% as disinflation approaches 2%, yet the firm warns that the final steps to this target may require restrictive policy rather than natural market cooling. While investment-grade corporate debt remains resilient due to pandemic-era fixed-rate lock-ins, rising costs are projected to isolate distress within lower-quality credit segments. The economic outlook currently hinges on whether the Federal Reserve can achieve its 2% inflation goal via "gravity" without triggering the severe market turbulence associated with draconian intervention.
- Goldman Sachs19 min
How Angela Hwang helped lead Pfizer through the unknowns of Covid to deliver a vaccine
Angela Huang, Pfizer's Chief Commercial Officer, detailed the "Project BioSpeed" initiative that accelerated the development of the company's COVID-19 vaccine to approximately nine months through parallel development and a "fixed goal, flexible process" framework. Under her leadership, which spans 26,000 colleagues across 185 countries, the organization scaled annual manufacturing capacity from 200 million to over one billion doses while enforcing a mandatory 30% minority representation in clinical trials. The presentation highlighted how this crisis-driven collaboration required admitting uncertainty and failing fast without altering the final deadline, offering a model for translating high-stakes innovation into standard business operations.
- Goldman Sachs24 min
Ken Griffin, Founder and CEO of Citadel
Kenneth Griffin emphasizes that lifelong learning and adaptive risk management are critical for surviving financial crises that evolve beyond the 2008 subprime model, citing specific structural vulnerabilities like the UK gilt crisis. He outlines Citadel's strategy of integrating quantitative and fundamental approaches while advocating for regulatory tweaks, such as reduced tick sizes, to democratize access without inflating retail costs. Looking toward the future, Griffin warns that generative AI will disrupt white-collar employment, necessitating a culture of continuous education and physical collaboration to maintain a competitive edge in a globalized market.
- Goldman Sachs28 min
Investing during times of market stress
Christian Mueller-Glissmann, Alison Nathan
The panel outlines a structural market shift from the stable "buy and hold" era to a volatile late-cycle environment where traditional 60-40 portfolios face reduced efficacy due to positive equity-bond correlations and persistent inflation risks. Experts advocate for dynamic tactical allocation strategies that incorporate gold, international equities, and private markets to diversify away from stressed public assets, while cautioning that low realized equity volatility masks a significant rotation toward mega-cap tech that obscures underlying recessionary tail risks. With the Federal Reserve's rate-cutting expectations largely priced in, portfolio managers are urged to prioritize quality equities and defensive positioning as the US labor market and debt ceiling remain critical catalysts for potential market repricing.
- Goldman Sachs21 min
What’s on the minds of the world’s largest investors?
Mike Siegel, Matt Armas, Allison Nathan
At the Goldman Sachs 12th Annual Insurer Survey, speakers Mike Siegel and Matt Armas analyzed the financial strategies of 343 global insurers managing over $13 trillion in assets. Respondents are navigating economic volatility by shifting allocations toward higher-quality long-dated fixed income while leveraging the sector's structural stability to fill lending gaps left by retreating banks. This strategic pivot aims to capitalize on rising interest rates for improved solvency and higher consumer returns despite lingering concerns over inflation and potential recessions.
- Goldman Sachs36 min
Emma Grede, CEO and Co-founder of Good American with Kim Posnett
Emma Greed leverages early-career naivety and a customer-centric strategy to co-found Good American and Skims, successfully filling a $10 billion market gap for inclusively sized apparel while prioritizing rigorous product quality over celebrity endorsements. As Chairwoman of the 15% Pledge, she mandates non-negotiable diversity across operations and supply chains, generating billions in opportunity for Black-owned businesses and driving record-breaking revenues like Skims' $100 million in six months. Greed's leadership philosophy rejects traditional work-life balance in favor of immediate community feedback and a resilient board structure, ensuring that corporate citizenship and inclusive sizing remain central to long-term brand survival.
- Goldman Sachs24 min
A Conversation With Will Ahmed, Founder and CEO of WHOOP
Founded by Will Ahmed at Harvard's Innovation Labs, Whoop utilizes a wearable sensor capturing up to 1,000 times more physiological data than competitors to generate recovery scores that track metrics like heart rate variability and sleep quality. This continuous monitoring has enabled medical breakthroughs in predicting preterm birth and detecting COVID-19 infections before symptoms appear, while the company's subscription model and endorsement-free strategy secured adoption by elite athletes such as LeBron James. By shifting healthcare from a curative to a preventative model, the technology now guides users toward lifestyle improvements and has facilitated life-saving interventions for conditions like heart attacks through early anomaly detection.
- Goldman Sachs20 min
Tim Davie, Director-General, BBC
Marking its centenary, the BBC reports a £5.3 billion revenue model driven by a 60% surge in commercial earnings while strategically pivoting toward distinct high-trust content like natural history and impartial news rather than competing directly with global streaming giants. Amidst a shrinking global landscape for free press where 70% of the population lacks media freedom, the corporation has restructured production teams to serve external clients and is reinforcing its mission through live events that foster social cohesion. Facing intensified competition for senior talent, the organization is leveraging its legacy of independence and societal impact to retain staff while demanding market-based accountability alongside its public service values.
- Goldman Sachs22 min
M&A in 2023: A complex but optimistic outlook for deal-making
Stephan Feldgoise, Mark Sorrell, Alison Nathan, Stefan Felgoys
The 2022 M&A market experienced a sharp downturn in the second half driven by rising interest rates and geopolitical uncertainty, which caused private equity activity to slow while strategic deals and mega-transactions remained resilient due to strong balance sheets. As valuation gaps widened between public and private sectors, boards shifted their focus from growth multiples to cost of capital, prompting a surge in structured transactions and increased activism targeting operational improvements. Looking toward 2023, Goldman Sachs projects a recovery fueled by record private capital liquidity and attractive valuations, provided financing markets stabilize enough to allow debt syndication without prolonged deal delays.
- Goldman Sachs21 min
Carolyn Childers and Lindsay Kaplan, Co-founders of Chief
Carolyn Childers, Lindsay Kaplan, Asahi Pompei
Co-founded by Carolyn Childers and Lindsay Kaplan, Chief is a unicorn-level professional network that connects female executives through hyper-curated peer groups to combat the projected 200-year timeline to gender parity in senior leadership. Operating on a B2B model where most members are employer-sponsored, the platform bypasses traditional networking by facilitating deep cross-industry connections that address the unique isolation and compounded pressures faced by women at the apex of their careers. With membership spanning 80% of Fortune 100 companies and a 60,000-person waitlist, the organization is rapidly expanding its international presence while driving strategic shifts in workplace culture through its distinctive, non-gendered branding.
- Goldman Sachs25 min
Irving Fain CEO/Founder, Bowery Farming
Bowery Farming is leveraging proprietary hardware and deep learning software to cultivate pesticide-free produce in climate-controlled indoor facilities, achieving ten times the productivity per square foot while mitigating risks from climate change and global supply chain fragility. The company currently supplies fresh leafy greens and herbs that reach consumers within 48 hours of harvest, retaining significantly higher nutritional value than conventionally shipped goods, and plans to expand its portfolio to include strawberries and tomatoes alongside geographic growth. By automating the entire agricultural lifecycle from seed to shipment, Bowery creates a scalable model that hedges against drought and geopolitical instability, positioning indoor farming as a critical solution for feeding a growing global population on shrinking arable land.
- Goldman Sachs1h 21m
2022 Analyst Impact Fund
Asahi Pompei, Jim Kramer, Nikonj, Kee, Angela, Simon, Amber, Amy, Eduardo, Gabriella, Sandra, Eric, Anna Gipikoulos, Olivia, Lisa, Joseph, David Solomon
The seventh annual Goldman Sachs Analyst Impact Fund Finals brought four finalist teams from Singapore, Frankfurt, Copenhagen, and London to New York to pitch social impact projects before a panel including Jim Cramer. Team IntelliHealth secured the $250,000 first-place award for its telehealth platform, while Upwardly Global, Climate Science, and Witness received additional funding to scale their initiatives in workforce integration, climate education, and human rights verification. This in-person event marked a strategic shift for the competition, reinforcing Goldman Sachs' commitment to inclusive growth by deploying $550,000 in grants to support projects aligning with the firm's 2021 sustainability goals.