Robert Kaplan

speaker

231 appearances 1 recordings 1 series first heard Apr 2025 last heard Apr 2025

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

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Odd Lots · Rob Kaplan on How the Fed Will Think about the Tariffs · 10 Apr 2025 podcast

And I think that we have a lot of uncertainty.

You have government spending cuts, you have a dramatic reduction.

In immigration and shutting down the border, which normally would slow growth and might actually create some stickiness in the labor force.

And then you've got these tariff issues.

But the issue with the tariff situation is it's in flux.

You had the announcement last week on Wednesday, and it's still very unclear.

How much is the administration, our administration

willing to negotiate.

How much is this really about reciprocity?

And I think honestly, how much of this is about the administration might want to create more revenue.

and tariff revenue.

And actually, while countries may come back to us and say, We'll go down to zero and we'll remove non trade barriers, I think we're going to find out how willing our administration is to in fact negotiate.

Or how much do they actually want higher tariffs to keep the revenue?

And so all those things are going through the Fed's mind.

And so we don't know.

And so I think you just have to be patient.

Don't be a prognosticator, be a risk manager, allow this situation to clarify.

Okay.

So let's talk about both groups, businesses and then capital allocators, investors.

I think there's a hope.

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