June Conversation

Chief Investments Officer Jagdeep Bachhar held another of his "conversations" on the economy, this time with John E. Waldron, president and chief operating officer of Goldman Sachs. The threat of a recession did not arise. (We'll see what the UCLA Anderson Forecast has to say on June 18th about that.) Of course, tariffs and all that came up. But there was a lot of discussion about technology such as AI and advances in the health sciences in particular - which both connected to the current cuts to higher ed and STEM-type research - and a hint that Big Pharma and the like might somehow be reaching out to the Trump folks to say that the cuts are a Bad Thing. 

You can hear an audio of the conversation (actually a video with still pictures) at:

https://ia600107.us.archive.org/25/items/becerra-announces-for-governor-4-2-2025/Bachhar-Waldron%206-2-2025.mp4.

Note: Waldron came on about 5 minutes into the Zoom webinar.