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 monthsRecordings per month over the last 12 months — 35 in all, peaking in Feb 2026 with 14.
Appearances
And this is not all public in specifics, but I'll talk generally.
A company has to look and say, not just what's our one, two, or three-year capital plan.
What do we think our capital plan is over the next five to 10 years?
How's that going to change our leverage?
What if there was a change in the market multiple and our leverage is up?
How are we going to feel about that?
And it requires kind of a long-term conviction on what you're doing from a capital deployment standpoint and making the decision as to what
makes you more comfortable in kind of the leverage and balance between debt and equity.
I think you're going to see more companies issue equity because capital is available and you want to be cautious about this.
If you get it wrong, if you totally rely on debt and you get it wrong, you will really regret if you wind up having a downside scenario that's tougher than you expected.
So I think you can see more companies think that through.
And Alphabet's the first company to step forward.
Our team spent a lot of time over the last
five months really helping them think through these kinds of issues.
I think they were very smart to really think it all through.
Again, our team, really the team on that, really, really extraordinary.
Dan Dees, Kim Posnett.
I mean, just really Susie Sher, really, really extraordinary partners of the firm who've just done an extraordinary job over years.
I mean, over years.
Well, I mean, there are things that I'm willing to say and try to give you some perspective on it.
Showing 481–500 of 1,572 · page 25 of 79
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