Goldman President John Waldron, State of Private Credit, Credit Card Delinquencies at 15-Year High 5/12/26

About this episode

Goldman President John Waldron discusses the impact of the war on markets, private credit, and rising credit card delinquencies.

Goldman President John Waldron joins the show, live from the company’s NYC headquarters. Detailing the Impact of the war on the markets and the dealmaking landscape. Plus, how the firm is using AI. Then Goldman Sachs Asset Management’s Global Co-Head of Private Credit on redemption requests and the state of the industry. And new data from the NY Fed shows 90-plus day credit card delinquencies hitting a 15-year high. Could surging oil prices add to debt concerns.

People in this episode

Guest: John Waldron

Topics covered

• private credit
• credit card delinquencies
• AI in finance
• market impact of war
• dealmaking landscape

Keywords

• Goldman Sachs
• private credit
• credit card delinquencies
• AI
• market impact
• debt concerns
• oil prices

Mentioned in this episode

Organizations: Goldman Sachs, NY Fed

Places: NYC

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