Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Robert Kaplan

๐Ÿ‘ค Speaker
119 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

No, my parents did, and I grew up in Kansas.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

That's right, of the Bobby Wits.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

Yeah, he's a great player.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

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.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

Having said that, Royals are going to be good this year.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

I'm optimistic.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

It's clear the sport needs to deal with the disparity, like other sports.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

Yes.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

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.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

It makes a lot of sense.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

If we talked literally just a month ago, we would have said,

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

were set up for a strong year of growth in 2026.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

Tax incentives, regulatory reform, AI data center power boom.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

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.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

Obviously, because of what's going on in the Middle East,

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

I think they're going to need to step back.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

That's the right thing to do and let this unfold.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

And the market is sort of backed off also and is pricing in basically no cuts this year.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

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.

Bloomberg Talks
Vice Chairman at Goldman Sachs, Robert Kaplan, Talks Monetary Policy, Geopolitical Risk

And every business we talk to has got to be trying use cases and trying to figure out how that's going to work.

โ† Previous Page 1 of 6 Next โ†’