Prof G Markets David Solomon on AI, Debt, and America’s Future
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Jan 23, 2026 David Solomon, the Chairman and CEO of Goldman Sachs, shares his insights on the future of the economy and the impact of AI on the workforce. He highlights the challenges posed by U.S. debt and deficit spending while discussing the evolving landscape of investment banking and asset management. Solomon reveals how AI will transform entry-level jobs and predicts a shift in headcount dynamics. He also reflects on personal career lessons and stresses the importance of long-term thinking for the younger generation.
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Execution Rebuilt Goldman Sachs
- Goldman Sachs executed a multi‑year growth plan that raised revenue from ~$36B to ~$60B and doubled earnings.
- David Solomon credits disciplined investments across banking, markets, wealth, and asset management for the comeback.
Wealth And Asset Management Tailwinds
- Solomon sees investment banking and markets as core strengths and prefers their mix to competitors'.
- He expects asset and wealth management to deliver durable, high‑single‑digit fee growth over time.
Shift Analysts From Tasks To Client Work
- Reimagine entry‑level roles: automate routine tasks to free analysts for client work.
- Invest in retraining so people can scale client‑facing businesses that still require human relationships.