How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

高盛的约翰·沃尔德龙如何应对“更加不确定的时期”

Goldman Sachs Exchanges

商务

2025-06-05

24 分钟
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In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • This may be one of the most difficult environments for corporate decision makers ever.

  • So how are leaders navigating this uncertainty and are opportunities arising out of the volatility?

  • I'm Alison Nathan and this is Goldman Sachs Exchanges.

  • Today I'm sitting down with John Waldron,

  • the President and Chief Operating Officer of Goldman Sachs.

  • He'll share how the firm's clients and Goldman Sachs are charting the path forward.

  • John, welcome back to the program.

  • Thank you, Alison.

  • Good to be here.

  • So, John,

  • to say this year has been marked by uncertainty would be... a huge understatement.

  • So as we sit here today, what's your sense on where the economy is headed?

  • So I think that we are seeing tremendous resilience in the U.S. economy to start in the U.S.

  • Lots of predictions about recession and negative economic scenarios right on the back of the Liberation Day in early April.

  • And actually, the data thus far has been pretty OK.

  • So we've seen the economy kind of hang in there.

  • The U.S. consumer is still essentially healthy and spending.

  • Employment is strong.

  • There's a lot of fiscal impulse.

  • So the government continues to spend,