Talks at GS

In this episode, Thomas Ricks, author of First Principles, discusses how classical antiquity informed America’s founding principles, and ways those principles have been challenged throughout our nation’s history. The interview is moderated by Goldman Sachs Chief Financial Officer Stephen Scherr. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclo...

In this episode of Talks at GS Presents: Insights from Great Investors, Julian Salisbury, Global Co-Head of Asset Management at Goldman Sachs, discusses his global investment approach during the pandemic, his views on investing in emerging markets, and the biggest lessons he learned throughout his career. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Investment Banking Divi...

In this episode, journalist Robert Draper discusses insights from his latest book To Start a War: How the Bush Administration Took America Into Iraq and his views on the way the war in Iraq continues to shape American politics and foreign policy. The interview is moderated by Goldman Sachs' Jake Siewert. This podcast should not be copied, distributed, published or reproduced, in whole or in part,...

In this episode, Intuit CEO Sasan Goodarzi discusses how the financial software company has navigated the pandemic and how software can empower the financial decisions of consumers and businesses around the world. The interview is moderated by Goldman Sachs Chairman and CEO David Solomon. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by...

In this episode, Marc Benioff, chair and CEO of Salesforce, discusses how he has adapted Salesforce for a “new pandemic world,” the strategy behind the acquisition of Slack, and advice for business leaders during these uncertain times. The interview is moderated by Goldman Sachs Chairman and CEO David Solomon. This podcast should not be copied, distributed, published or reproduced, in whole or in...

In this episode of Talks at GS Presents: Insights from Great Investors, David Blood, co-founder and senior partner of Generation Investment Management, discusses how what he calls “sustainable capitalism” is the framework that shapes his investing strategy, what drives Generation’s investing culture, and how impact is becoming a key measurement in his investment analysis. The interview is moderate...

In this episode, Dr. Raphael Bostic discusses leading the Atlanta Federal Reserve through the pandemic, his outlook on the US economy and monetary policy in 2021 and his views on the role of the central bank in addressing racial and economic inequality. The interview is moderated by Goldman Sachs President and COO John Waldron. This podcast should not be copied, distributed, published or reproduce...

In this episode of Talks at GS Presents: Insights from Great Investors, PAG CEO Weijian Shan discusses his investment focus in Asia, how the evolving US-China relationship impacts his investment approach, and what he has learned from key investments throughout his career. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Investment Banking Division. This podcast should not be c...

In this episode of Talks at GS Presents: Insights from Great Investors, Britt Harris, President, CEO and CIO of UTIMCO, the largest public-university endowment in the US, discusses his outlook on the energy sector, millennials’ impact on the future of the market, and one of the biggest lessons he learned in his investing career. The interview is moderated by Katie Koch, co-head of the Fundamental...

In this episode of Talks at GS Presents: Insights from Great Investors, Rich Friedman, Merchant Banking Division Chairman, discusses the impact of deflationary trends around the world on the investing landscape, his team’s investing focus on the digital transformation and the transition to renewable energy, and why he thinks conviction is key to investing success. The interview is moderated by Ali...

In this episode, Richard Rothstein, author of The Color of Law, discusses his investigation into housing policies that shaped American cities in the 20th century and why housing remains central to the national conversation on racial equity. The interview is moderated by Goldman Sachs' Margaret Anadu. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or d...

In this episode of Talks at GS Presents: Insights from Great Investors, ARK Invest Founder, CEO and CIO Cathie Wood discusses her investment focus on innovation, the importance of building a diverse team, and why having great mentors has been key to her success. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management. This podcast...

In this episode, Alan Jope discusses why he has put sustainability at the center of his strategy at Unilever, from the products to the consumer and his views on the future of the consumer landscape. The interview is moderated by Goldman Sachs' Gilberto Pozzi. This session was recorded as part of Goldman Sachs' 2020 Carbonomics conference. This podcast should not be copied, distributed, published o...

In this episode, Kara Medoff Barnett discusses her leadership at American Ballet Theatre and her focus on advancing innovation and inclusion, navigating ABT through the pandemic and the future of the performing arts post-pandemic. The interview is moderated by Goldman Sachs' Iain Drayton. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by...

In this episode, Mark Carney, UN Special Envoy for Climate Action and Finance, discusses the state of global climate policy and the implications of that policy for both the private and public sectors. The interview is moderated by Goldman Sachs' Richard Gnodde. This episode was recorded as part of Goldman Sachs' 2020 Carbonomics conference. This podcast should not be copied, distributed, published...

In this episode of Talks At GS Presents: Insights From Great Investors, Advent Managing Partner David Mussafer discusses how he has kept his pandemic investing strategy focused on the long-term, learning the difference between a great company and a great investment, and why a management team is key to successful investing. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Inves...

In this episode, Dr. Seth Berkley, CEO of Gavi, discusses the progress made on the path to a COVID-19 vaccine, the logistics and challenges of distribution, and the strategy behind who receives the first doses. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast do...

In this episode of Talks at GS Presents: Insights from Great Investors, Key Square Group Chief Investment Officer Scott Bessent discusses the current investing landscape, how the digital transformation has impacted his investing outlook, and how he thinks tech will be disrupted in the future. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs...

In this episode, Council on Foreign Relations President and author of The World: A Brief Introduction Dr. Richard Haass discusses the history that has led to today’s geopolitical environment and the current forces shaping American foreign policy. The interview is moderated by Goldman Sachs' John F. W. Rogers. This podcast should not be copied, distributed, published or reproduced, in whole or in p...

In this episode, Frances Frei discusses her work advising companies on how to spearhead cultural change and insights on leadership from her book, Unleashed: The Unapologetic Leader’s Guide to Empowering Everyone Around You. The interview is moderated by Goldman Sachs' Omer Ismail. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any reci...

In this episode of Talks at GS Presents: Insights from Great Investors, Bain Capital Co-Managing Partner John Connaughton discusses how the pandemic has impacted his long-term investing strategy, why he thinks taking “calculated risk” is key to being a successful investor, and key lessons he’s learned from past investments. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Inve...

In this episode of Talks at GS Presents: Insights from Great Investors, Dennis Lynch, Morgan Stanley’s head of Counterpoint Global, discusses the investment trends accelerated by the pandemic, his approach to building his investing team, and why a key lesson from his career is thinking about the sizing of his investment positions. The interview is moderated by Katie Koch, co-head of the Fundamenta...

In this episode, Oscar Munoz discusses lessons from leading United through the pandemic, the impact on international air travel, and the future of the flying experience. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from a...

In this episode, Douglas Parker discusses his strategy for navigating American Airlines through the most difficult period in the industry’s history, his focus on sustainability, and how the pandemic could transform the future of travel. The interview is moderated by Goldman Sachs President and COO John Waldron. This podcast should not be copied, distributed, published or reproduced, in whole or in...

In this episode, Permira Co-Managing Partner Tom Lister discusses the three sectors he is focused on in the investing landscape, why he thinks it is important to sell ahead of an investment’s top performance, and why resilience is a key trait of great investors. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Investment Banking Division. This podcast should not be copied, dis...