Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

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Goldman Sachs

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4.3 • 1.1K Ratings

🗓️ 23 January 2026

⏱️ 21 minutes

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Summary

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The global economy looks poised for another year of solid, sturdy growth.
0:10.0	But the U.S. jobs market looks increasingly fragile, and concerns over geopolitical tensions,
0:16.0	policy uncertainty, and elevated valuations remain.
0:20.0	So how is Goldman Sachs navigating this environment? And what
0:23.2	advice is the firm giving to the world's biggest companies and investors? I'm Alison Nathan,
0:28.2	and this is Goldman Sachs exchanges. Today, I'm again sitting down with David Solomon,
0:36.4	the chairman and CEO of Goldman Sachs.
0:39.1	David, welcome back to the program for what has become an annual tradition.
0:42.7	I'm happy to be back.
0:44.5	It is an annual tradition, and it just means another year went by.
0:47.5	Absolutely.
0:47.9	And so they go much too quickly.
0:49.9	Absolutely.
0:51.0	So, David, 2025 played out in ways we never could have expected so many twists and turns,
0:57.2	but it ended up being a strong year for growth and markets. And the macro set up for 2026 looks to be
1:04.1	fairly supportive as well, especially in the U.S., although we are already getting some twists,
1:09.2	as you well know. So from your vantage point, how would you characterize the current global economic moment?
1:15.4	I think the macro setup is pretty good for risk assets and for markets.
1:21.0	And I think there are a lot of similarities with last year.
1:24.1	I remember when we did the podcast last year and we were talking,
1:26.6	we talked about the fact that the economy was in pretty good shape. There was good fiscal stimulus. People were optimistic
1:32.3	coming out of the election, that it was going to be a more constructive environment for regulation
	...

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