Goldman Sachs President & COO John Waldron: What’s the real Wall Street superpower? 

Goldman Sachs President and COO John Waldron is one of the most consequential yet elusive leaders in global finance. On this episode of Inside Blackstone, he joins host Christine Anderson on trust as the ultimate business asset, when AI productivity actually shows up in the numbers, financing the compute build-out, and why he's rooting for the English majors.

The headlines tell you what happened. Inside Blackstone helps you see what may be coming next.

Time stamps (full transcript also available here)

• 00:00 — Welcome to Inside Blackstone
• 00:57 — The Monday Morning Meeting
• 4:31 — Economic Weather Report
• 7:46 — John Waldron Comes Inside Blackstone
• 9:38 — Why Trust Is the Ultimate Business Asset
• 15:56— When AI Productivity Shows Up in the Numbers
• 17:33 — The Duration Mismatch Risk in AI Infrastructure
• 18:52 — Financing the AI Compute Build-Out
• 21:00— Two Chinas: Domestic Slowdown vs. Innovation Boom
• 22:11 — What Goldman Looks For Beyond Technical Skill
• 22:51— Hiring in an AI World: Rooting for the English Majors
• 26:54 — The Debrief  

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