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david solomon

T2 · manager / operator

Chairman and CEO of Goldman Sachs since 2018; oversees global investment banking, securities, and asset management operations.

1 call·1 name·100% bull·last heard 5 months ago·In Good Company with Nicolai Tangen
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$GSGoldman Sachsposition

Solomon sees strong fundamentals despite geopolitical headwinds after record quarter

Goldman Sachs delivered its second-best quarter ever, and core business drivers remain intact despite Middle East tensions; the stock decline reflects forward geopolitical concerns not current fundamentals.

In Good Company with Nicolai Tangen2026-05episode →

most discussed · click a bar to filter

  • $GS

recurring themes

  • Geopolitics & Trade2
  • Enterprise AI Adoption1
  • Public Markets & Valuation1
  • Private Credit1
1 total
$GS
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Goldman Sachs
MEDdavid solomon·In Good Company with Nicolai Tangen·5 months ago·Global Markets, World Uncertainties and the $2 Trillion Fund | Jens Stoltenberg & David Solomon· position
Solomon sees strong fundamentals despite geopolitical headwinds after record quarter
Goldman Sachs delivered its second-best quarter ever, and core business drivers remain intact despite Middle East tensions; the stock decline reflects forward geopolitical concerns not current fundamentals.
"We had earnings today. And on our earnings call, a lot of the focus-- we had a really good quarter. We had the second best revenue the firm's ever had. We had the second best earn…"
4:39
8
Geopolitics & Tradeheadwind
Solomon warns Europe's 0.7% trend growth vs US 2% will compound unless structural reforms enacted
Europe's fragmented national regulations, lack of banking consolidation, and risk-averse culture create a structural growth deficit versus the US that will widen the sovereign fund's US overweight unless Europe implements capital markets union and cross-border champions.
8
Enterprise AI Adoptiontailwind
Solomon says AI lets enterprises remake operating processes to unlock capacity for growth investment
Beyond productivity tools, AI enables fundamental process redesign that frees up investment capacity for growth initiatives, a priority for most CEOs Solomon speaks with.
8
Public Markets & Valuationtailwind
Solomon urges staying invested in global growth compounding over 25-year horizons
No 25-year period in history shows the world worse off; betting on growth and compounding at 7% doubling per decade remains the winning strategy for sovereign wealth funds.
7
Private Credittailwind
Solomon argues private credit losses manageable even in downturn given high coupons and small retail slice
Direct lending's $1.7T size is modest relative to total credit; even a financial-crisis-level 5-6% net loss rate is offset by 9-10% coupons over a long cycle, making the asset class non-systemic.
7
Geopolitics & Trademixed
Solomon skeptical of China overtaking US given centrally controlled capital allocation vs market dynamism
History shows centrally planned capital allocation struggles to compete globally; while China will remain huge, US growth dynamism has repeatedly defied overtaking predictions.