Squawk Pod: Davos 2026: Goldman Sachs CEO David Solomon - 01/23/26 | Audio Only

Summary

David Solomon, Chairman and CEO of Goldman Sachs, joins Squawk Box hosts from Davos to discuss the 2026 economic outlook, business sentiment, AI investment, geopolitics, affordability, housing, and credit card interest rate caps. He sees a constructive multi-year growth setup supported by fiscal stimulus, deregulation, AI infrastructure spending, and productivity gains, while warning that a 10% credit card cap would constrain credit. The conversation also touches on Arctic security, Canada-China dynamics, and institutional housing demand.

• David Solomon sees a constructive multi-year growth setup.
• He cites fiscal stimulus, deregulation, AI infrastructure spending, and productivity gains as tailwinds.
• He opposes a 10% credit card interest rate cap, warning it would constrain credit.
• Housing affordability is framed as a supply problem.
• Geopolitical topics include Greenland/Arctic security, Venezuela oil, and Canada-China dynamics.
• Solomon notes uncertainty from geopolitics can slow multinational business investment.
• He says Goldman Sachs is happy to have exited the credit card business.
• The interview was recorded at the World Economic Forum in Davos.