Latest Interviews
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Clear all filters- Goldman Sachs28 min
"The Battle for Our Screens," Part 3: Social Media in the Social Distancing Age
Heather Bellini, Piyush Mubayi, Jane Dunlevie, Jake Siewert, Heath Terry, Jane Dunleavy
This event analyzed how the 2020 pandemic accelerated social media engagement, drove Zoom's user base to expand sixfold, and normalized short-form video usage in Asian markets while sparking VR/AR adoption. Speakers identified scaling infrastructure and content moderation as critical operational hurdles, noting that platforms like TikTok succeeded through superior UX and algorithmic efficiency. The discussion further projected a robust M&A landscape where acquirers prioritize video capabilities and social commerce, despite a divergence between declining revenue expectations and rising stock valuations.
- Goldman Sachs16 min
Why Investing in the Longest Bull Market in History is Still a Smart Move
Sharmin Mossavar-Rahmani, Jake Siewert, Jake Seward
Goldman Sachs Private Wealth Management's 2020 "Room to Grow" report argues that the current economic expansion will likely persist through 2020, citing favorable central bank policies, a low 20% recession probability, and balanced market conditions that support an 87% chance of positive returns. The firm recommends a strategic overweight in U.S. equities driven by superior demographics and productivity, while cautioning that high capital gains taxes make it inefficient for investors to sell assets waiting for a market dip. Although the analysis acknowledges short-term volatility from geopolitical tensions and the coronavirus outbreak, it projects that disinflationary trends and robust household balance sheets will allow underlying economic growth to reassert itself within months.