Podcast Appearances
In every single class ever been taught, there's a point where a hedge catches up with you.
How close are we within re-hedging where the game, the shell game we're playing, where we get to a shock, a tip point that upsets the apple cart?
The real yields come up.
But the private credit people, Paul, will say, well, we're not leveraged.
I'm listening to Robert Kaplan.
On AI, what is your observation on a roll-up of all the competitors now?
Are there too many?
Just on a unit basis, are there too many players?
Thank you for the comments on Kansas City.
The Royals, I mean, was George Brett's bad tard?
I think it was.
Robert Kaplan, thank you, thank you.
All right, thank you.
The Kansas City Royals with a modest interest in Goldman Sachs.
And, of course, his public service at the Federal Reserve Bank of Dallas.
I'm Paul Sweeney.
We bring you complete coverage of the U.S.
market open.
We cover stocks, bonds, commodities, even crypto.
All the information you need to excel.