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05.03.26 - 20:24
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Why Lloyd Blankfein Is Happy Elon Musk Is Backing the US (Bloomberg)
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"They're on the cutting edge and they're still motivated to work. Thank goodness."
Former Goldman Sachs CEO Lloyd Blankfein joins Joe Weisenthal and Tracy Alloway on this live recording of the Odd Lots podcast to discuss private credit, rich people's attitudes towards taxes and why he is glad to have Mark Zuckerberg and Elon Musk on the side of American industries. (Source: Bloomberg)...
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05.03.26 - 12:06
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Map Shows Latest U.S. Robotaxi Deployment (ZeroHedge)
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Map Shows Latest U.S. Robotaxi Deployment
Goldman analysts, led by Eric Sheridan, updated clients this week on the latest developments in the North American autonomous vehicle rideshare market. They point out that the AV rideshare market continues to expand as Uber, Lyft, Waymo, and Zoox roll out AV operations nationwide.
Readers will notice that the commercial AV deployments this year, including Uber, Lyft, Waymo, and Zoox (Tesla in Texas), are full steam ahead.
Key AV deployment announcements for Uber, Lyft, and Waymo in 4Q25
Key AV deployment announcements for Uber, Lyft, and Waymo YTD 2026
One of the most fascinating charts Sheridan produced for clients shows the miles between accidents for Waymo and Tesla.
Here's more on the safety data:
Based on available crash data from the National Highway Traffic Safety Administration (NHTSA) from July 2025 through mid-January 2026, and disclosures from Waymo (for all US cities it's operating in commercially) and Tesla (for Austin) around trips/mile...
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05.03.26 - 10:42
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Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn′t Tweet (Bloomberg)
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Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it through the 2008 financial crisis. In his new memoir, Streetwise: Getting To and Through Goldman Sachs, he writes about his journey from public housing in Brooklyn to the pinnacle of Wall Street. So what's he up to now? And how does he see markets and finance today? In this episode, we talk about deglobalization and Wall Street, the threats AI and tech pose to investment banking, risk management in private credit, and rich people's attitudes towards taxes. Plus, Lloyd shares some of what he left out of the book and he explains why he doesn't tweet more. (Source: Bloomberg)...
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05.03.26 - 10:02
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Odd Lots: Lloyd Blankfein on Why He Doesn′t Tweet (Podcast) (Bloomberg)
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Lloyd Blankfein was CEO of Goldman Sachs for more than a decade, riding the trading boom to the top of the storied investment bank and steering it through the 2008 financial crisis. In his new memoir, Streetwise: Getting To and Through Goldman Sachs, he writes about his journey from public housing in Brooklyn to the pinnacle of Wall Street. So what's he up to now? And how does he see markets and finance today? In this episode, we talk about deglobalization and Wall Street, the threats AI and tec...
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05.03.26 - 08:01
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Dividendenperle BASF: Goldman rät zum Kauf (Der Aktionaer)
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Es sind wahrlich keine leichten Zeiten für BASF: Die Weltwirtschaft kommt einfach nicht richtig in Tritt und die Öl- sowie vor allem Gaspreise ziehen nun durch den Iran-Konflikt wieder deutlich an. Vor diesem Hintergrund ist es verständlich, dass es mit dem DAX-Titel zuletzt wieder nach unten ging, wodurch der hoffnungsvolle Jahresauftakt vorbei ist....
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05.03.26 - 04:37
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Goldman Sachs′s Reynolds on Private Credit Outlook (Bloomberg)
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James Reynolds, Goldman Sachs Asset Management Co-Head of Private Credit, said the private credit sector remains resilient, with few borrowers struggling to meet loan payments, and that fundamentals look "very strong" at this stage. He speaks with Haidi Stroud Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)...
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05.03.26 - 01:30
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Goldman′s Solomon on Iran, AI and Private Credit (Bloomberg)
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Goldman Sachs Chair and CEO David Solomon discusses the market reaction to the Iran attacks, his views on AI and why he is keeping an eye on the private credit market. He speaks with Haidi Stroud-Watts on "Bloomberg: The Asia Trade." (Source: Bloomberg)...
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