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Goldman Sachs President John Waldron at Semafor World Economy, Sonic AI
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Semafor World Economy Summit 2026
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Goldman Sachs President John Waldron at Semafor World Economy
Semafor World Economy Summit 2026
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Apr 29, 2026
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15:45
Conference
Interview
Goldman Sachs President John Waldron at Semafor World Economy
From
Semafor World Economy Summit 2026
· 2026
John Waldron
(President, Goldman Sachs, guest)
Get the full transcript next time Semafor World Economy Summit 2026 releases an episode
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Executive Summary
John Waldron of Goldman Sachs is constructive on the US economy's resilience and expects a strong period for capital markets, but warns that prolonged warfare and high oil prices could erode confidence and trigger demand destruction.
Enterprise adoption of AI will be significantly slower than the pace of technological advancement due to two primary impediments: poor data quality and cultural resistance to change within large organizations.
A significant risk exists in the private credit market, where retail investors hold products marketed as 'semi-liquid' that are functionally illiquid, creating a potential for a liquidity crisis during an economic downturn.
The Federal Reserve faces a complex environment, necessitating a prudent 'wait-and-see' approach to monetary policy while navigating geopolitical uncertainty, the unknown productivity effects of AI, and threats to its political independence.
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Cautious Optimism on the US Economy
The Pragmatic Pace of Enterprise AI Adoption
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Processed May 10, 2026
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