Prof G Markets
Prof G Markets

David Solomon on AI, Debt, and America’s Future

January 23, 2026

AI Summary

5 min read

🎙️ The Speakers & Context

  • The Format: Interview with post-interview host discussion.
  • The Key Players:
    • Hosts: Scott Galloway (Prof G, NYU professor, serial entrepreneur, in Davos) and Ed Fredkin (co-host, business-focused commentator in New York). Galloway brings contrarian market insights from lived experience (multiple company failures/exits); Fredkin adds grounded, humorous takes.
    • Guest: David Solomon, Chairman & CEO of Goldman Sachs. Credible as steward of a 155-year-old firm with $60B revenue, $2T AUM; navigated post-GFC reset, consumer banking pivot (later refocused), and 50%+ stock rise in 2025.
  • The Vibe: Optimistic yet pragmatic; reflective on execution amid noise, with light-hearted host banter.

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What you'll learn

  • 1 (00:00) **🎙️ Introduction: David Solomon**
  • 2 (07:38) **Goldman Sachs' 2025 Performance and Strategy**
  • 3 (09:50) **Goldman's Comeback from Criticism**
  • 4 (12:50) **Future Business Outlook**
  • 5 (15:14) **AI's Impact on Goldman and Hiring**
  • 6 (23:09) **Key Risks for 2026**
  • 7 (25:15) **Long-Term US Fiscal Concerns**

+ Full timestamped outline available in the app

Show Notes

Ed Elson and Scott Galloway are joined by David Solomon, Goldman Sachs’ chairman of the Board of Directors and chief executive officer, to discuss the path ahead for the firm and the broader economy. He also weighs in on deficit spending, the impact of AI on human capital, and whether deglobalization poses a meaningful risk to the economy.

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