Latest Interviews
Showing 1111–1125 of 1,302 transcripts.
Clear all filters- Goldman Sachs13 min
David Harding: The Future of Quantitative Investing
William Harding challenges the trend-following orthodoxy and public hype surrounding artificial intelligence while grounding his firm's strategy in extensive historical data analysis stretching back to 1919. He prioritizes organizational resilience by balancing the conflicting interests of stakeholders, maintaining low leverage, and preparing for catastrophic drawdowns that exceed standard probabilistic models. This approach validates Winton's long-term conviction that quantitative modeling offers a robust, non-controversial solution to market volatility without relying on speculative technologies.
- Goldman Sachs24 min
Howard Marks: "Mastering the Market Cycle"
Oaktree Capital Management founder Howard Marks outlines the firm's evolution into a $120 billion asset manager while critiquing the current low-interest-rate environment as an anomaly that has forced institutional investors into alternative assets. He argues that the Federal Reserve must allow interest rates to rise to restore free-market conditions and prevent long-term economic distortion, rejecting attempts to time market turns in favor of a probability-based risk management strategy. This philosophy underpins his new book, *Mastering the Market Cycle*, which urges investors to understand their position within market cycles to accurately gauge future risk and return distributions.
- Goldman Sachs57 min
Jennifer Hyman: Redefining the Future of Fashion and Workplace Equality
Founded in 2009 by Jennifer Hyman and Jennifer Fleiss, Rent the Runway has evolved from a niche event rental service into a subscription-first enterprise serving over nine million members through a vertically integrated logistics network. The company disrupts the $2.4 trillion fashion industry by normalizing the rental mindset while leveraging proprietary data to help designers manufacture more durable, rentable garments. Beyond its commercial operations, the firm actively advocates for gender equity in venture capital and has implemented company-wide policy changes to equalize benefits for all 1,500 employees regardless of role.
- Goldman Sachs27 min
Dale Earnhardt Jr. - "Racing to the Finish"
Dale Earnhardt Jr., Dave D'Assi
After a nearly twenty-year NASCAR career, Dale Earnhardt Jr. retired and published his memoir *Racing to the Finish* to detail his trajectory from a modest weekly wage to a double Xfinity Series champion, highlighting the emotional weight of his 2004 Daytona 500 victory following his father's fatal crash. His career was ultimately defined by a series of undiagnosed concussions starting with a 2012 crash at Kansas, which led to cumulative brain injuries, a 2016 medical diagnosis by neurologist Mickey Collins, and a rigorous four-month rehabilitation protocol supported by his wife Amy. Earnhardt Jr. used his platform to advocate for updated concussion treatments that evolved from passive isolation to active brain rehabilitation, aiming to assist others in identifying symptoms and accessing modern care that was unavailable during the height of his suffering.
- Goldman Sachs34 min
Walter Isaacson: The Making of a Genius
Historian Walter Isaacson explores the intersection of creativity, entrepreneurship, and scientific curiosity, drawing parallels between New Orleans' modern diversity and historical innovation hubs while contrasting the foundational American influence of Benjamin Franklin with Leonardo da Vinci's interdisciplinary genius. Isaacson details da Vinci's meticulous anatomical research and engineering mindset, arguing that his scientific inquiries were essential to the realism in masterpieces like the *Mona Lisa* and *The Last Supper* rather than distractions from his art. Ultimately, the discussion advocates for a daily practice of "pure curiosity" to bridge the gap between statecraft and science, echoing the wisdom of Isaacson's uncle to prioritize storytelling over preaching in the pursuit of knowledge.
- Goldman Sachs21 min
Ellen Ochoa: Making History in Space
Former astronaut and NASA administrator Ellen Ochoa, the first Hispanic woman in space, reflects on her 28-year career spanning five missions that addressed ozone depletion and solar wind research while advocating for reframing engineering as a collaborative team sport. She details NASA's strategic pivot from internal manufacturing to commercial service partnerships with entities like SpaceX and the agency's continued reliance on 25-year international collaborations to sustain the International Space Station. Looking toward future exploration, Ochoa emphasizes the technical feasibility of lunar and Mars missions contingent on long-term political will and current ISS research, while underscoring leadership principles such as "seek first to understand" that guided post-Columbia safety protocols.
- Goldman Sachs45 min
Stephen Pagliuca: Leadership in Business and Basketball
Steve Pelyuka leverages his background as a Duke basketball scholarship athlete turned accounting professional to co-found Bain Capital and drive its evolution from a mid-market buyout firm into a global leader emphasizing digital transformation and the "Double Impact Fund." As co-owner of the Boston Celtics since 2002, he orchestrated a championship turnaround by pioneering data analytics in player acquisition and establishing the Shamrock Foundation to generate over $1 million annually for local charities. Pelyuka also warns of impending fiscal crises driven by state-level healthcare costs while advocating for diversified investment strategies to navigate potential market instability.
- Goldman Sachs19 min
Peter Fonagy: Combating a Mental Health Crisis
Peter Fonagy, drawing on his personal survival of childhood depression and evolutionary biology, argues that child development depends on community "alloparenting" rather than isolated maternal care, criticizing modern separation policies and industrial family structures. He contrasts these systemic failures with evidence that punitive parenting and excessive educational pressure undermine mental health, while advocating for sensitivity-based discipline and the public skills training necessary to replace current destigmatization efforts. This perspective is further applied to organizational settings where a disconnect between leadership perception and employee reality perpetuates anxiety, highlighting the urgent need for adults to actively regulate emotional environments across both domestic and professional spheres.
- Goldman Sachs9 min
"Catch-Up With David": Lloyd Blankfein
Lloyd Blankfein, David Solomon
Outgoing CEO David Solomon prepares his successor by urging the management of the transition chasm and a strict prioritization of stakeholder obligations over personal entitlement. Drawing on a decade of experience, he emphasizes that leadership demands constant engagement with difficult decisions and utilizes public platforms strictly to serve the firm's interests. Solomon steps down to facilitate a fresh vision, advising the incoming leader to sustain a marathon pace of humility and energy while anticipating his own future shift toward unrestrained personal expression.
- Goldman Sachs23 min
Muffet McGraw: Winning in Women’s Sports
Notre Dame head coach Muffet McGraw reflects on her eight Final Four appearances and two national championships while advocating for women in coaching and challenging media double standards. Drawing on her background as a seven-on-seven pioneer, she details a recruiting philosophy prioritizing character over talent and the strategic implementation of an all-female coaching staff to foster role modeling. Her insights further explore the resilience required to overcome severe team injuries and adversity, exemplified by the 2018 championship run, alongside her observations on the persistent scrutiny female leaders face regarding emotional expression and professional behavior.
- Goldman Sachs46 min
Doris Kearns Goodwin on "Leadership: In Turbulent Times"
Doris Kearns Goodwin, D'Arce, Bill Benson, Jr., Bob
Doris Kearns Goodwin's *Leadership in Turbulent Times* analyzes the formative adversity, crisis management, and legacies of Abraham Lincoln, Theodore Roosevelt, Franklin D. Roosevelt, and Lyndon B. Johnson to derive lessons for contemporary political dysfunction. Drawing from her personal experience as a White House Fellow under Johnson and historical research, Goodwin details how these four leaders utilized discipline, emotional intelligence, and specific energy-replenishment strategies to navigate national upheavals. The work concludes by contrasting their methods of fostering national unity against modern tribalism, warning that democracy falters when citizens view one another as opponents rather than fellow Americans.
- Goldman Sachs38 min
James Murdoch: Transforming the Future of Entertainment
James Murdoch outlines his transformational career spanning the restructuring of Star TV in Asia, the digital pivot of BSkyB in Europe, and the strategic simplification of 21st Century Fox to prepare for the Disney acquisition. He argues that vertical integration and content volume are now essential for competing against digital disruptors like Netflix while addressing critical industry challenges regarding advertising models and social media manipulation. Drawing on lessons from his Tesla board tenure, Murdoch projects a future defined by ubiquitous high-speed connectivity and immersive virtual realities that will fundamentally redefine media consumption.
- Goldman Sachs46 min
Emmanuel Roman: Leadership in a Digital-First Economy
PIMCO CEO Manny Roman leverages a deep background in finance and a growing technology workforce to deploy machine learning models for superior fixed income alpha while navigating a "seventh inning" global economic cycle. He maintains a "bend but not break" credit risk philosophy to address peripheral European and emerging market vulnerabilities, forecasting a 15-25% probability of an equity correction within 12 months. Looking toward 2028, Roman is driving a strategic expansion including a new Austin tech hub and a digital client portal to revolutionize retirement simulations and liability matching for both retail and institutional investors.
- Goldman Sachs22 min
Kwame A. Appiah: Exploring Questions of Ethics and Identity
Kwame A. Appiah, Rob Mast, Kwame Anthony Appiah
In *The Lies That Bind: Rethinking Identity*, philosopher Kwame Anthony Appiah argues that rigid social identity categories restrict human dignity and often exacerbate conflicts driven by scarce economic resources. Appiah critiques the US meritocracy for functioning less fairly than claimed and advocates for a fluid understanding of self that prioritizes moral clarity through imaginative engagement rather than abstract ethical puzzles. Drawing on his experience as the *New York Times* Ethicist, he applies a relationship-based Confucian framework to everyday dilemmas, rejecting absolute rules in favor of context-sensitive judgments about privacy and obligation.
- Goldman Sachs20 min
Robert Rowland Smith: Exploring "What It Means to be Human"
Robert Rowland Smith, Dennis Coleman
Former Oxford fellow Robert Roland Smith explores the essence of humanity in his book *Autobiophilosophy* by contrasting transient data-driven identities with deep human experiences like fate, generational time, and group belonging. Smith critiques how artificial intelligence and social media fragment personal perspective, arguing instead that true existence requires navigating the tension between global complexity and manageable tribal limits defined by Dunbar's Number. Through autobiographical anecdotes ranging from personal failure to geopolitical analysis, the work posits that genuine mindfulness and humility are essential for resisting the reduction of individuals to mere data subjects in a transactional society.