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

There has been a hope by both that yes, this was more about reciprocity and there was going to be a negotiation.

And so this isn't where we're going to end up.

I think one of the reasons why the market.

is behaving in the way it is.

I think businesses

Are still hopeful that this will be a negotiation, but they're not sure about that.

And they're starting to make plans on how they're going to adjust.

And there's a series of things they could do.

They're already talking about pressuring suppliers to cut prices.

They're talking about potentially taking some of this out of margin.

They're hoping up to now that maybe the dollar would strengthen.

And then the other thing they're talking about is price.

But they're in the middle of trying to figure that out.

They are not as much as you would hope actively talking about expanding capacity here because they're concerned that something they build here is globally competitive.

And you don't want to build a high cost facility that only is competitive because of a tariff mode.

So that's where they are.

They're treading water and trying to be receptive and figure this out and giving their views to the administration.

Capital allocators, on the other hand.

Started the year wanting to be

long the dollar dollar denominated assets

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