Kunal Shah
Showing 1–6 of 6 transcripts.
- Goldman Sachs22 min
Sir Sadiq Khan on London’s Global Edge—and What Comes Next
Sir Sadiq Khan, Kunal Shah, Sadiq Khan
London Mayor Sir Sadiq Khan emphasizes the capital's economic dominance by highlighting its £42 billion annual contribution to the UK Treasury while advocating for strategic devolution of powers to foster non-zero-sum regional growth. His administration aggressively targets five frontier sectors including AI and quantum computing, simultaneously deploying an inclusive talent strategy to prepare residents for rapid technological disruption. These economic initiatives are supported by tangible achievements in infrastructure, such as expanded safe cycling networks and five years of frozen transport fares, alongside historic improvements in air quality and public safety that have surpassed international peers.
- Goldman Sachs28 min
Europe’s Opportunity, AI, and Market Volatility with Goldman Sachs International's Co-CEOs
Anthony Gutman, Kunal Shah, Allison Nathan
Goldman Sachs navigates Middle East geopolitical instability while reinforcing its regional foothold through a new Riyadh wealth license and a $25 billion partnership with the Qatar Investment Authority. Strategically, the firm capitalizes on resilient Asian markets and European growth pockets in Spain and Poland, targeting infrastructure financing and private wealth expansion despite short-term currency volatility. Driven by robust corporate balance sheets and AI-fueled efficiency, leaders maintain a positive long-term economic outlook and anticipate continued M&A activity and capital market issuance as markets differentiate between structural trends and event-driven shocks.
- Goldman Sachs14 min
Which Equity Markets Will Outperform?
Goldman Sachs Co-CEO Kunal Shah outlined a robust 2026 U.S. economic outlook featuring 2.8% GDP growth driven by AI-fueled capex and easing financial conditions, while warning of elevated leverage and political risks to central bank independence. The firm forecasts balanced returns across U.S., European, and Asian markets despite divergent drivers, noting that excess savings in non-U.S. regions are shifting toward domestic spending rather than external deficits. In strategic asset allocation, the firm highlights Treasury bonds for diversification if labor markets weaken and recommends gold as a hedge against de-dollarization, though it cautions against shorting credit spreads due to their historically tight levels.
- Goldman Sachs58 min
10th Annual Goldman Sachs Gives Analyst Impact Fund
Kunal Shah, Asahi Pompei, Rob Lightfoot, Rishi Sunak, Lena Eberhardt, Kenne Ijekeme, Dr. Alex Dagan, Una Bradley, Cynthia Kahumbura, Gunjan Samtani, Pablo Salome, Edith Cooper, Julian Salisbury, Jim Cramer, Billie Jean King
Celebrating its tenth anniversary, the Goldman Sachs Gives Analyst Impact Fund concluded its 2024 London finals with judges including Kunal Shah and former Prime Minister Rishi Sunak evaluating proposals that ultimately awarded Jacaranda Health the top prize of $250,000. Four finalist teams representing global initiatives in maternal health, education, conservation, and assistive technology competed for a $550,000 grant pool, with Conservation X-Labs, Let's Get Ready, and Lifelights securing second, fourth, and third place respectively. The event highlighted the program's growth to 1,000 participating analysts in a single year and reinforced its role in cultivating leadership skills while driving significant community impact through technology-driven solutions.
- Goldman Sachs12 min
Will the Dollar Keep Dropping?
Kunal Shah characterizes the current market rally as fundamentally sound yet technically stretched, urging a defensive posture amid growing concerns over speculative mania and the potential erosion of U.S. exceptionalism. He outlines a complex global macro landscape where Europe's fiscal expansion pressures bond yields while central banks diverge, with the ECB pausing hikes, the Bank of England expected to cut rates to support growth, and the Federal Reserve signaling future normalization. Concurrently, Shah maintains a bullish view on the Chinese renminbi despite weak second-half GDP forecasts, citing capital inflows that are prompting policymakers to manage currency appreciation.
- Goldman Sachs28 min
Dame Sarah Storey on winning her 19th Paralympic gold medal
Britain's most decorated Paralympian Dame Sarah Storey secured her 19th Paris 2024 gold medal, extending her career total to 30 golds while reflecting on her unique transition from swimming to cycling and the erosion of government funding since 2008. She advocates for increased sponsorship and infrastructure investment to support the "speculate to accumulate" reality of Paralympic cycling and emphasizes innovation in physiological management as she considers a potential 10th Paralympic appearance in 2028. Storey attributes her longevity to a multidisciplinary team approach and the aggregation of marginal gains, rejecting traditional sports hierarchies in favor of holistic strategies that accommodate perimenopausal needs and family motivations.