Will private credit spark a financial crisis?
Private credit is in the news, with Wall St. titans including JP Morgan chief Jamie Dimon and Goldman Sachs president John Waldron among those expressing concerns about the sector. How worried should we be? Chicago Booth's Amir Sufi about his views on where private credit is going. Many investors …
Goldman President John Waldron, State of Private Credit, Credit Card Delinquencies at 15-Year High 5/12/26
Goldman President John Waldron joins the show, live from the company’s NYC headquarters. Detailing the Impact of the war on the markets and the dealmaking landscape. Plus, how the firm is using AI. Then Goldman Sachs Asset Management’s Global Co-Head of Private Credit on redemption requests and th…
Goldman's Robot Workforce, Amazon's Fake AI Scores, and Princeton's 133-Year Trust Collapse
May 13, 2026: Goldman Sachs President and COO John Waldron went on CNBC and publicly described his entire workforce as a "human assembly line," announcing that digital AI agents will be the firm's robots. Amazon employees are gaming internal AI usage leaderboards by burning meaningless tokens thro…
The Bridge Ep. 5: The Economy is Booming. Nobody Knows if it Will Last
In this episode of The Bridge by iCapital, John Waldron, President & COO of Goldman Sachs, joins Soali Basak to unpack why the economy is stronger than it looks, where AI fits into the growth picture, and why the next major opportunity in private markets may be closer than investors think.
From p…
Closing Bell: Goldman’s John Waldron on the Market 6/3/26
Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO’s and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet’s upsized stock sale. And, we run through all the key metrics to look for from Broa…
The Future of Industrial AI with Honeywell Technologies Chairman and CEO Vimal Kapur
Honeywell Technologies Chairman and CEO Vimal Kapur joined John Waldron to discuss the organization's transformation into a more focused automation company and its strategy to unlock growth through innovation, disciplined M&A and portfolio simplification. The conversation also explored the company…
Steven Tananbaum: The Evolution of Credit Investing and AI Opportunities
Goldman Sachs President John Waldron speaks with Steven Tananbaum, CIO of GoldenTree Asset Management, about how GoldenTree became a credit-focused asset manager overseeing $70 billion. They discuss how credit markets have evolved during Tananbaum’s career, his framework for analyzing investments,…
Goldman Sachs President & COO John Waldron: Rooting for the English Majors
On Inside Blackstone, host Christine Anderson sits down with Goldman Sachs President and COO John Waldron on the year AI productivity shows up in the numbers, financing the compute build-out, and what an apprenticeship culture looks like when machines handle the “toil.” From Blackstone, the world’…
Big Business This Week: Will Anthropic’s $2B IPO Fly Or Stink?
Anthropic’s $ANTHZZX ( ▲ 3.42% ) planned IPO is making news, after a copy of its S-1 filing (a preliminary document filed with the S.E.C. ahead of a public offering) was leaked to several news organizations. It appears to be an extraordinary document that includes 80 pages of warnings about AI’s p…
Weekend Update - W2640
▶ Explore this week’s Tape — live, sortable, drill-down →
The Tape — W2640
Universe of 94 cashflow-memo names, snap dates 2026-09-25 → 2026-10-02. Composite is rank-sum percentile of FCF Yield + NTM Revenue Growth (higher = better balance). Banks and finance-book names shown separately.
Telltales…
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