Latest Interviews
Showing 1–4 of 4 transcripts.
Clear all filters- Goldman Sachs9 min
Hidden Volatility
Despite a S&P 500 rally driven by retail call-option activity that has inverted standard volatility skew, market strategists are utilizing inverted skew arbitrage and protective put strategies to navigate heightened single-stock risks amid potential government shutdown impacts. Although the October "boogeyman" is historically muted outside of major crises, the concentration of mega-cap tech names and upcoming AI catalysts are expected to be the primary drivers of volatility. With immediate shutdown concerns already factored into a modest market gain, attention is shifting toward Federal Reserve minutes and the delayed Non-Farm Payrolls report to guide the near-term economic outlook.
- 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.
- Goldman Sachs12 min
Goldman Sachs at 150: Part 2 – Hubris (1929)
Henry Goldman, Waddill Catchings, Walter Sachs
During the 1920s, leadership under Waddell Catchings pivoted Goldman Sachs toward aggressive leverage and the creation of the highly risky Trading Corporation, a move that nearly destroyed the firm following the 1929 market crash. Although the catastrophic collapse of the Trading Corporation reduced its stock from $326 to $1.75 and triggered a $100 million lawsuit from 42,000 stockholders, the legal separation of the entity from the main partnership allowed the original family-controlled firm to survive the Great Depression. This near-failure ultimately cemented a culture of constitutional pessimism and risk aversion, ensuring that future decision-making would prioritize long-term institutional stability over short-term profit maximization.
- Goldman Sachs15 min
Dr. Cristián Samper, President & CEO of the WCS: Talks at GS Session Highlights
Cristián Samper, Dr. Christian Sampere, Stephen
Dr. Christian Sampere, CEO of the Wildlife Conservation Society, leads a global conservation effort spanning 65 countries by leveraging public-private partnerships and carbon credit deals to fund community-based protection of charismatic species. This strategy has yielded significant results, such as halting Amazon deforestation through international payments and rebuilding New York's Ocean Wonders aquarium with a $250 million resilience investment following Hurricane Sandy. By combining scientific data on human footprints with sustainable development goals, the organization balances ecological preservation with economic incentives to secure large species populations in critical habitats.