Steven Mnuchin: Navigating Credit Cycles, AI Investment, and Fiscal Policy
About this episode
Steven Mnuchin discusses credit cycles, AI investment, and fiscal policy with David Solomon.
Steven Mnuchin, former U.S. Treasury Secretary and Goldman Sachs partner alum, brings decades of experience navigating financial markets, public policy, and economic crises. In this conversation with David Solomon, Chairman and CEO of Goldman Sachs, Mnuchin shares insights on the current credit cycle, the resilience of the U.S. economy amid unprecedented AI infrastructure spending, cryptocurrency regulation and the future of stablecoins, and lessons learned from managing through the COVID-19 economic shutdown. This session was recorded at the Goldman Sachs 24th Annual Alternatives Summit on October 21, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results…
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