Squawk Pod Davos 2026: Goldman Sachs CEO David Solomon 1/23/26
11 snips
Jan 23, 2026 David Solomon, Chairman and CEO of Goldman Sachs, a leader in global investment banking. He discusses economic growth and AI-driven investment. He talks about how incentives affect factory spending and the lag to see real projects. He weighs geopolitical uncertainty against business confidence, debates Arctic security and Greenland, and tackles consumer credit caps and housing affordability.
AI Snips
Chapters
Transcript
Episode notes
Higher-Than-Expected Nominal Growth
- David Solomon expects nominal GDP growth to exceed consensus driven by fiscal stimulus and AI investment.
- He warns growth could be derailed by exogenous events or geopolitical sentiment shifts.
Track Real Investment Activity
- Track actual capital investments, not just announcements, to gauge the real investment cycle.
- Expect factories and projects to take time from commitment to online operations.
Noise Versus Substance In Geopolitics
- Geopolitical noise creates uncertainty that slows multinational investment decisions.
- Solomon separates 'noise' from substantive developments to assess real business impact.