They have an environment where they think they really can make progress, growing their businesses.

You've got technology innovation that's helping people in their businesses.

And CEOs are very focused in that.

Goldman Sachs CEO David Solomon at the World Economic Forum in Davos, Switzerland.

A conversation spanning business sentiment, consumer credit, and of course,

the markets. I think we're set up where we have the possibility for a stronger growth trajectory

for the next few years. Business people around the world are unleashed, he says, but there's

always a risk assessment.

What slows them down, and we're talking big multinationals, what slows them down is when

there's uncertainty.

And some of the noise around geopolitics creates uncertainty.

One of the things I try to do is I always try to step back and say, okay, what's noise,

what's actually substantively going on.

Solomon talks geopolitics, AI investment, and the crisis facing many Americans.

The point that affordability is a big issue and we need to get at it, I think is correct.

I don't believe that a 10% credit card cap would be constructive in that context.

I'm CNBC producer Cameron Costa.

Squawk pod reports from Davos, 2026,

Goldman Sachs CEO David Solomon, begins right now.

At the World Economic Forum, executives from all industries stop by the Squawk Box set.

Bank of America's Brian Moynihan, soccer legend David Beckham, Bill Gates, Anthropics founder Dario Amode, I mean iconic conversations.

And they're all, by the way, wrapped up neatly as podcast episodes in your SquawkPod feed.

...