Robert Kaplan

speaker
8 appearances 5 recordings 1 series first heard Aug 2026 last heard 13 Aug

Robert Kaplan’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 5.

Appearances

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If we didn't have the war in Iran and the spike in oil prices, which I think has raised headline inflation and bleeds into other items, my guess is we might not be even be talking about the prospect of a rate increase.
Every company I talk with has got 12 to 15 use cases on AI adoption and is optimistic that they're going to find ways to improve margins, improve their business, improve productivity.
And so I think the S ⁇ P broad earnings story is alive and well for not just this year, but into the future.
If we didn't have the war in Iran and the spike in oil prices, which I think has raised headline inflation and bleeds into other items, my guess is we might not be even be talking about the prospect of a rate increase.
Every company I talk with has got 12 to 15 use cases on AI adoption and is optimistic.
that they're going to find ways to improve margins, improve their business, improve productivity.
And so I think the S&P broad earnings story is alive and well for not just this year, but into the future.
If we didn't have the war in Iran and the spike in oil prices, which I think has raised headline inflation and bleeds into other items, my guess is we might not even be talking about the prospect of a rate increase.
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