David Solomon

speaker

1,572 appearances 35 recordings 8 series first heard Oct 2025 last heard 8 Jul

David Solomon’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 35 in all, peaking in Feb 2026 with 14.

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Odd Lots · Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI · 4 Jun 2026 podcast

You know, from my perspective about our stock price, of course, it's human nature.

I'm going to look and see.

But what I really care about is kind of year to year to year.

And what I really believe deeply, and it's been one of the things our leadership team has really been focused on for the last eight years, is if you grow the earnings of the firm, if you invest in growth in the firm and you grow the earnings of the firm, the stock will do just fine.

The multiple will move around.

But if you grow the earnings of the firm, the stock will do just fine.

And so we've been focused on investing in the business and growing the earnings of the firm.

And we've grown the earnings of the firm material.

We had our first investor day in January 2020, and we put out a plan, and we've been executing against that plan.

And since then, we've grown the revenues of the firm 65-ish percent.

We've grown the earnings of the firm about 140 to 145 percent.

And what do you know?

The stocks reacted really well.

And we've gotten a little bit of a better multiple because it's a much bigger, more diverse, durable business.

The durable revenue nature of the business is better.

So we're getting a better multiple on what we're doing.

But

I'm super excited because I now look ahead for the next five to ten years and I look at this technology and our ability to remake operating processes and take the most productive people and have them spend more time with clients and broaden our client footprint in areas like wealth management, et cetera.

like wow we can really grow the firm we can really grow the firm and grow the earnings further because we're going to have more capacity to invest in growth and so that's super exciting and so it's been a journey i mean when i started the stock was around 200 and you know now the stock's over a thousand by the way it could go back but it's not going back to 200 but you know the stock can back off the multiple come down our earnings could slow if we went into a tough economic environment but fundamentally the firm is bigger broader more diverse more durable

And I think on a super course for more earnings growth and more performance for our shareholders over the next five years.

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