Goldman Sachs Board Discusses John Waldron as CEO Successor to David Solomon
The board is considering appointing COO John Waldron to replace CEO David Solomon as early as late 2027, with the current leader potentially remaining as executive chairman.
Headline and summary written by an AI model from the linked articles; not reviewed by a person. How this was made
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The odds
Each tick is a source publishing on this story
Price data
| Time | Chance of yes |
|---|---|
| now | 76% |
| 13 Oct, 14:05 UTC | 76% |
| 5 Oct, 14:31 UTC | 81% |
| 1 Oct, 20:42 UTC | 79% |
| 1 Oct, 02:50 UTC | 76% |
| 30 Sept, 19:17 UTC | 80% |
| 29 Sept, 15:59 UTC | 29% |
| 29 Sept, 13:27 UTC | 78% |
| 29 Sept, 11:35 UTC | 79% |
| 29 Sept, 06:12 UTC | 80% |
| 28 Sept, 05:14 UTC | 59% |
Replay the odds, article by article
Step through each article in the order it published and watch John Waldron respond.
The story so far
5 publishers have covered this in 7 articles since 29 Sept 2026. News Feed published first, on 29 September at 02:28 UTC; Bloomberg Markets followed 7h 31m later. The most recent article, from Fortune, appeared on 1 October at 07:00 UTC.
Outlets reporting it: News Feed (major outlet), Bloomberg Markets (major outlet), CNBC (major outlet), Quartz, Fortune.
3 prediction markets price this story:
- John Waldron — the market puts it at 76%, with $199 traded in the last 24 hours, closing 31 Dec 2035. The outcome is Yes if John Waldron becomes CEO of Goldman Sachs before December 31, 2035. The outcome is No if he does not take that role by that date. Readers often mistake the linked news story about a lack of timeline as proof that he will never become CEO.
- Goldman Sachs — the market puts it at 10%, closing 1 Jan 2027. The market resolves to Yes if Goldman Sachs acts as a lead underwriter for Kraken's US initial public offering before January 1, 2027. Otherwise, it resolves to No. Readers often mistake the linked story about board succession for the actual resolution condition.
- Tailwind — resolved “Yes” on 13 Oct 2026. The outcome is Yes if any Goldman Sachs representative mentions Tailwind during the upcoming earnings call or its question-and-answer session. The outcome is No if they do not mention it within that specific event. Readers often mistake the deadline, thinking the statement must occur before the call begins rather than during the call itself.
Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.
How it unfolded
Every source in the order it published, with the odds on John Waldron at that moment. A dash means the source published before we started tracking prices.
- News Feed‘No definitive timeline’ for Solomon to step down as CEO, says Goldman59%
- Bloomberg MarketsGoldman Sachs' Waldron Edges Closer to Top Job80%▲21 points since the previous source
- QuartzGoldman Sachs board is reportedly eyeing a plan to replace David Solomon as CEO79%▼1 points since the previous source
- QuartzDer Vorstand von Goldman Sachs nimmt Berichten zufolge einen Plan ins Visier, um David Solomon als CEO zu ersetzen.79%
- Bloomberg MarketsGoldman’s Waldron Seen as Possible Successor to Solomon78%▼1 points since the previous source
- CNBCGoldman Sachs CEO succession planning faces one big problem29%▼49 points since the previous source
- FortuneJohn Waldron is ‘one of the most non-Wall Street people’ you’ve met—but he’s in line to be the next CEO of Goldman Sachs76%▲47 points since the previous source
- Current odds76%
Sources
Every article we clustered into this story. Headlines link to the publisher.
- Goldman Sachs CEO succession planning faces one big problem CNBC ·
- Goldman’s Waldron Seen as Possible Successor to Solomon Bloomberg Markets ·
- Goldman Sachs' Waldron Edges Closer to Top Job Bloomberg Markets ·
- ‘No definitive timeline’ for Solomon to step down as CEO, says Goldman News Feed ·
- John Waldron is ‘one of the most non-Wall Street people’ you’ve met—but he’s in line to be the next CEO of Goldman Sachs Fortune
- Goldman Sachs board is reportedly eyeing a plan to replace David Solomon as CEO Quartz
- Der Vorstand von Goldman Sachs nimmt Berichten zufolge einen Plan ins Visier, um David Solomon als CEO zu ersetzen. Quartz
Related prediction markets
Linked by software because they are about the same subject. Most ask a different question from the one this story reports, so read each market's own question. How often the link is right
- Kalshi John Waldron 76% −5
Does the market have this right?
Wrong market?
- Kalshi Goldman Sachs 10%
Does the market have this right?
Wrong market?
- Resolved Tailwind Yes 25d ago
The market favoured Yes at 81% a day out, and it won. How often it's right
Wrong market?
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In this story
- Goldman Sachs
- David Solomon
- John Waldron