11AM Hour: Exclusive Interviews with the CEOs of Goldman Sachs and Eli Lilly 8/31/26

The global economy faces significant shifts as financial leaders gather at the G20 meetings in Asheville to address growth, fiscal policy, and geopolitical tensions. Goldman Sachs CEO David Solomon highlights the resilience of the U.S. consumer and the long-term productivity potential of AI, despite current market volatility. Meanwhile, Eli Lilly CEO Dave Ricks details the company's aggressive acquisition strategy, including the purchase of Merida Biosciences, to diversify beyond its dominant GLP-1 obesity franchise. Concerns persist regarding the U.S. bond market and the effectiveness of recent Treasury interventions, with experts debating the impact of high national debt on borrowing costs. Additionally, oil prices remain sensitive to escalating tensions in the Middle East, while the indexing revolution marks its 50th anniversary, reflecting a fundamental shift in long-term investment strategies toward low-cost, broad-market exposure.