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John Waldron

President, Chief Operating Officer & Director, Goldman Sachs

Search every verified John Waldron interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. John Waldron, President and Chief Operating Officer of Goldman Sachs, recently discussed the impact of artificial intelligence on Wall Street careers and the broader financial landscape. In an October 2026 conversation at Purdue University with interim president Mitch Daniels, Waldron addressed how AI is reshaping the skills needed in finance, emphasizing the importance of communication and teamwork alongside technical capabilities. He also expressed concerns about the intersection of high government debt levels and massive AI-related capital spending, suggesting that a bond market reaction could occur if economic fundamentals weaken, potentially leading to a "mini crisis." In a September 2026 appearance on the Inside Blackstone podcast, Waldron discussed private credit as a legitimate asset class that should be considered part of investors' private, rather than liquid, allocations. He noted that clients are currently experiencing a period of uncertainty, describing a mix of optimism and pessimism about the future. Waldron also commented on AI infrastructure demand, stating that based on his firm's observations and client discussions, demand for compute currently exceeds supply. Additionally, he remarked that while geopolitical tensions have increased, the probability of a major global conflict remains low.

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Other executives at Goldman Sachs

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