Robert Kaplan
๐ค SpeakerAppearances Over Time
Podcast Appearances
No, my parents did, and I grew up in Kansas.
That's right, of the Bobby Wits.
Yeah, he's a great player.
Yeah, and that's why it is a sensitive topic, but in the labor negotiations over the next year or two, there's going to have to be a discussion about some type of balancing salary cap that the sport really needs to create more competitiveness.
Having said that, Royals are going to be good this year.
I'm optimistic.
It's clear the sport needs to deal with the disparity, like other sports.
Yes.
And it doesn't have a lot of, like 43 other states in the United States, the state of Kansas and Missouri are not growing substantially in terms of population, but it's a fabulous place.
It makes a lot of sense.
If we talked literally just a month ago, we would have said,
were set up for a strong year of growth in 2026.
Tax incentives, regulatory reform, AI data center power boom.
And I think the Fed was hopeful in the back half of the year that headline inflation would tail off a bit so they might be able to cut rates once or twice.
Obviously, because of what's going on in the Middle East,
I think they're going to need to step back.
That's the right thing to do and let this unfold.
And the market is sort of backed off also and is pricing in basically no cuts this year.
What we're seeing, they're not sitting on their hands because we are in the middle of not only an AI data center power CapEx boom, but now we're in the early stages of the adoption boom, which is going to improve productivity growth.
And every business we talk to has got to be trying use cases and trying to figure out how that's going to work.