What David Solomon is saying
CEO, Goldman Sachs
3 dated public stances tracked since 2021-10-31, most recently 2026-06-04. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of David Solomon's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. David Solomon is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-06-04
GS
bullish
Odd Lots · video
Goldman Sachs can sustain above-trend earnings growth over the next 5-10 years as AI remakes operating processes, freeing capacity to expand client footprint in wealth management — building on 140-145% earnings growth already achieved since 2020
“we can really grow the firm and grow the earnings further because we're going to have more capacity to invest in growth”
90d -7.6%
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI | Odd Lots
2026-06-04
SPX
bullish
Odd Lots · video
The 490 non-top-10 S&P 500 stocks trading at 17-20x forward earnings are attractively valued because AI-driven productivity improvements should accelerate earnings growth across that cohort over the next five years
“I actually think the 17 sounds pretty attractive if you think that all these companies are going to be able to use technology”
90d +1.3%
Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI | Odd Lots
2021-10-31
USD
bullish
Larry Fink · video
Despite inflation risks, Solomon retains confidence in dollar-denominated earning assets as the preferred store of value reflecting a glass-half-full outlook on US economic potential
“I choose dollars”
90d +2.8% · 180d +9.5% · 1y +19.3%
HE Al Mubarak, Ray Dalio, Larry Fink, Stephen Schwarzman, David Solomon and More - #FII5
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