Wall Street Week | Lloyd Blankfein, Ukraine’s Tech, Big Tobacco’s Future, Building Data Centers

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Goldman Sachs 9.0
Investment Bank $2500.00B
Lloyd Blankfein 9.0

Wall Street Week | Lloyd Blankfein, Ukraine’s Tech, Big Tobacco’s Future, Building Data Centers

wti

the price of oil will clearly be affected Blankfein states oil is part of supply chain and will be affected by Iran conflict, but sees disruption as temporary (not forever, maybe not even that long a while).

32 calls

slightly better than random

3/6/2026 6:25:25 PM	short term sharp up	5 days later	+8.59%	+12.89%
3/6/2026 3:21:00 PM	short term up	5 days later	+8.59%	+8.59%
1/30/2026 6:19:23 AM	medium term cautious down	21 days later	+6.71%	-3.36%
1/13/2026 10:26:30 AM	medium term down	20 days later	+1.92%	-1.92%
12/19/2025 7:26:29 PM	medium term down	21 days later	+2.57%	-2.57%
11/26/2025 10:19:54 AM	medium term cautious down	20 days later	-5.35%	+2.67%
10/31/2025 3:16:06 PM	medium term down	21 days later	-3.62%	+3.62%
9/29/2025 2:12:26 PM	short term down	6 days later	-1.09%	+1.09%

Show all 8 wti results

Asks how Blankfein would manage risk from Iran war given his risk management background.

David Westin
Lloyd Blankfein

Iran war likely temporary market disruption; oil prices will be affected but markets will revert to pre-war anxieties.

Base case: war won't close Strait of Hormuz long-term; reflects markets for a while but not forever.
Asks about best/worst case outcomes from Iran conflict.

David Westin
Lloyd Blankfein

Geopolitically important but less so for markets; base case remains positive with GDP growth, inflation improving, rates coming down, and fiscal/AI stimulus.

Notes wealth inequality widening as asset prices inflate, creating political polarization.
Asks if risk management changes in late cycle.

David Westin
Lloyd Blankfein

We are late cycle; lack of discipline due to long period without reckoning since 2008; low rates led to undisciplined investments.

Eventually assets will need price discovery at inconvenient time, but base case remains wind at our back.
Asks about globalization retreat and multipolar world risks.

David Westin
Lloyd Blankfein

World less integrated than thought; supply chains and national security now prioritize domestic sourcing.

Cites GFC and COVID as examples where global cooperation broke down.
Asks lessons from tech bubble for current AI investment boom.

David Westin
Lloyd Blankfein

AI is good bet; hyperscalers have founders' skin in the game; some investments will be wasted but necessary experimentation.

US can outspend China on R&D; scale of investment now requires industrial capacity like data centers and power plants.
Asks about private credit risks given illiquidity and opacity.

David Westin
Lloyd Blankfein

Private credit is riskier due to illiquidity; expansion into retail space is concerning late cycle.

Retail losses (e.g., 401k plans) would trigger political backlash unlike institutional losses.

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