Latest Interviews
Showing 1–15 of 17 transcripts.
Clear all filters- Goldman Sachs24 min
Geoff Martha, chairman and chief executive officer of Medtronic
Medtronic CEO Jeff Martha highlights a historic innovation pipeline featuring a surgical robot challenging Intuitive Surgical, a novel hypertension therapy, and a decentralized colonoscopy pill, all underpinned by the company's founding mandate to prioritize patients over profits. During the 2020 pandemic, this mission drove the decision to open-source ventilator designs, prompting rapid collaborations with SpaceX and Intel to secure critical components and enable remote patient monitoring. The company continues to leverage AI for personalized care and cybersecurity while maintaining a high-velocity output of approximately 200 new products annually.
- Goldman Sachs15 min
Mike Sievert, President and CEO of T-Mobile
Following a 2012 strategic pivot under former leadership, T-Mobile transformed from a declining carrier into an industry leader through its "Un-carrier" initiative and a renewed focus on customer-centric values. CEO Mike Sievert is now driving a dual focus on restoring in-person collaboration via 5G-enabled telepresence while accelerating social impact through initiatives like Project 10 Million, which has connected over two million students to the internet. The organization further solidifies its market position by committing to the Climate Pledge, aiming to achieve 100% sustainability by year-end while expanding connectivity to rural and marginalized communities.
- Goldman Sachs17 min
Horacio Rozanski, President and CEO of Booz Allen Hamilton
Booz Allen Hamilton President Horacio Rosansky discussed the firm's strategic integration of private-sector innovation with complex government missions, highlighting advancements in AI, cybersecurity, and sustainability during a "Talks at GS" appearance. Addressing social equity with unprecedented urgency, Rosansky detailed how the leadership team prioritized internal assessments of diversity and race to complement the company's rapid growth in data science and space asset protection under its "Vision 2020" initiative. The conversation concluded with Rosansky's assessment of post-election operational challenges and his vision for accelerating technological adaptation to address exponential changes in the 2020s while fostering a legacy of broadened opportunity.
- Goldman Sachs20 min
Dr. Raphael Bostic, President and CEO of the Federal Reserve Bank of Atlanta
Raphael Bostic, Dr. Rafael Bostic, John
During a recent address, Federal Reserve President Dr. Bostic outlined a distinct pandemic response strategy that leveraged real-time data and Fed infrastructure to stabilize markets while clarifying the separation between monetary and fiscal policy mandates. The presentation detailed significant long-term structural shifts, including permanent telehealth adoption and a necessary labor market restructuring, while explicitly addressing systemic racial inequities that have hindered wealth preservation and policy efficacy for marginalized communities. Looking forward, officials aim to guide the economy toward sustainable 2% inflation targets and an inclusive model that ensures systemic barriers are actively dismantled through coordinated efforts between policymakers and business leaders.
- Goldman Sachs15 min
Oscar Munoz, Executive Chairman of United Airlines
United Airlines Executive Chairman Oscar Munoz leveraged his background in crisis management and direct government lobbying to secure CARES Act funding and implement rapid liquidity measures that enabled the carrier to navigate the pandemic's immediate threats. Under Munoz's leadership, the airline shifted from reactive survival to proactive customer-centric innovation by eliminating change fees and advocating for global rapid testing protocols to facilitate safe international travel. With a strategic focus on passenger safety and profitability, United projects a phased return to full operations by 2022, contingent on vaccine deployment and the successful integration of hybrid digital and physical customer service models.
- Goldman Sachs15 min
General James Mattis (USMC, Ret.)
General Mattis argues that effective global crisis management requires the United States to resume diplomatic leadership and rebuild trust with allies, contrasting this approach with the dangers of unilateralism and the internal vulnerabilities of rivals like China, Russia, and North Korea. He emphasizes that pandemic recovery and vaccine distribution must rely on scientific consensus and multinational cooperation rather than political isolation, warning that fear and cultural ignorance can inflict greater damage than the virus or military conflict. Ultimately, the discussion asserts that restoring U.S. credibility through respectful partnerships is essential for navigating future geopolitical threats and ensuring long-term economic stability.
- Goldman Sachs31 min
Clarissa Ward, Author of "On All Fronts"
ABC News correspondent Clarissa Ward recounts her evolution from a novice reporting on the hunt for Saddam Hussein to a seasoned war correspondent in Syria and Beijing, highlighting the lethal realities of conflict zones and the tactical advantages of gender in conservative regions. She outlines her professional philosophy of bearing witness without activism, arguing that journalists must illuminate human stories while avoiding the trap of assuming responsibility for resolving geopolitical conflicts. Ward concludes by warning of the precarious U.S.-China relations under President Xi Jinping and offering advice to aspiring journalists that only those with immense passion can withstand the career's significant personal sacrifices.
- Goldman Sachs28 min
Fredrik Logevall, Author of "JFK: Coming of Age in the American Century, 1917-1956"
Pulitzer Prize-winning historian Friedrich Logevall launches a two-volume biography titled *JFK: The Coming of Age in America's Century*, which recontextualizes John F. Kennedy's early life against the United States' ascent to global superpower status. Drawing on extensive family correspondence and archival research, Logevall argues that Kennedy's formative years were defined by his mother's intellectual influence, a critical ideological split with his father over appeasement, and a PT boat experience that instilled lasting skepticism toward military intervention. The volume concludes by detailing how these experiences shaped a pragmatic political philosophy and a unique campaign strategy in 1946 that prioritized volunteer mobilization, bipartisan compromise, and the preservation of democratic institutions.
- Goldman Sachs25 min
Rodney McMullen, Chairman and CEO of The Kroger Company
Kroger's leadership navigated the pandemic by implementing immediate safety protocols and a "Restock" digital strategy that drove online sales growth from 30-50% to over 100%, ultimately securing a 92% quarterly increase. The retailer leveraged its in-house manufacturing and temporary hiring of 40,000 associates to manage supply volatility while simultaneously accelerating diversity initiatives through $3.4 billion in minority-owned business procurement. Looking forward, the company is restructuring its inventory targets and capacity to permanently support enduring shifts toward home cooking and plant-based consumption.
- Goldman Sachs46 min
From “The Way Forward" Conference: Jim Fitterling, CEO of Dow, and Julie Sweet, CEO of Accenture
Jim Fitterling, Julie Sweet, John
Accenture CEO Julie Sweet and Dow executive Fitterling describe how the 2020 pandemic accelerated a fundamental shift from physical to digital business operations, exposing a performance gap where top adopters leveraged cloud infrastructure to remote-work instantly while laggards struggled with obsolete sales channels. This crisis drove aggressive strategic pivots, including Dow's rapid e-commerce expansion and the integration of AI for product development, which simultaneously highlighted critical needs for cybersecurity fortification and systemic workforce reskilling through public-private partnerships. The leaders further argue that these technological transitions must be paired with enduring commitments to sustainability targets and racial justice initiatives to ensure long-term organizational resilience against future geopolitical and social disruptions.
- Goldman Sachs28 min
Protecting You, Your Family and Your Employees
Dr. Mark McClellan, Alex Gorsky, Dr. Susan David, John
Johnson & Johnson Chairman Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and psychologist Dr. Susan David discuss a unified framework for navigating the intersection of the pandemic, racial justice, and economic stability. Gorski details Johnson & Johnson's accelerated vaccine development using its viral vector platform with a not-for-profit pricing model, while McClellan outlines a four-phase reopening strategy requiring robust healthcare capacity and equitable testing access. Concurrently, David argues that organizational resilience depends on leaders adopting emotional agility to validate employee distress and realigning systemic practices with core values to address the social inequities exposed by the crisis.
- Goldman Sachs28 min
Dr. Susan David, Alex Gorsky, and Dr. Mark McClellan
Dr. Susan David, Alex Gorsky, Dr. Mark McClellan, John
Johnson & Johnson CEO Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and Dr. Susan David discuss leveraging emotional agility and industry-wide cooperation to address the compounding crises of the pandemic, economic disruption, and racial injustice. J&J details its accelerated vaccine development timeline, noting a pivot to viral vector technology that aims for human trials in July and a commitment to global not-for-profit distribution. Panelists further outline a four-phase reopening framework based on healthcare capacity and testing, while projecting permanent shifts toward preventive care models and concurrent clinical study phases.
- Goldman Sachs22 min
Philip Jansen, Chief Executive Officer of BT Group
BT Group CEO Phil Jansen disclosed his March COVID-19 infection to facilitate contact tracing and adapted the crisis response by prioritizing customer and national stability while managing a 20% staff reduction. The telecommunications giant rapidly expanded critical infrastructure by connecting 18 hospitals and deploying tens of millions in funding to maintain network performance during a surge in fixed data demand. Looking ahead, Jansen outlined a £12 billion investment plan to achieve 20 million fiber connections and doubled 5G coverage within a year, while cautioning that the SME sector faces significant financial pressure once government support schemes conclude.
- Goldman Sachs42 min
A Conversation with David Solomon - Goldman Sachs 2020 Investor Day
David Solomon, Julian Wellesley, Brennan, Mike, Kiana Wilson, Doug, Christian Bolu, Glenn, Betsy, Devin, Steve, John, Gerard Cassidy, Matt O'Connor, Jeff Hart
Goldman Sachs is executing a strategic pivot to diversify its Global Markets client base and expand Consumer and Wealth Management operations, specifically targeting a $1.3 billion expense reduction while simultaneously building toward $125 billion in deposits. CEO David Solomon and leadership team emphasized a "One Goldman Sachs" ethos to break internal silos, with management deferring specific payout ratios in favor of a CET1 target of 13% to 13.5% to fund accretive growth. The firm projects a three-to-four-year J-curve for new lending and transaction banking initiatives, planning to report progress against these capital allocation and efficiency milestones on an annual basis rather than quarterly.
- Goldman Sachs31 min
Asset Management - Goldman Sachs 2020 Investor Day
Goldman Sachs executives Julian and Tim O'Neill presented an overview of the firm's $2.3 trillion asset management platform, highlighting its global multi-line capabilities and consistent investment track record across diverse strategies. The company outlined a five-year growth target of $350 billion in net organic assets while pivoting its balance sheet toward less capital-intensive credit investments to unlock $4 billion in capital efficiency. This strategic realignment aims to generate an incremental $1.6 billion in annual management fees, ultimately delivering a more durable revenue profile and improved return on equity.