Robert Kaplan
speaker
125 appearances
8 recordings
2 series
first heard Jan 2026
last heard 17 Jun
Robert Kaplan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jan 2026 with 5.
Appearances
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.
And many are concluding.
that in this new era, they're better off getting more size and scale and merging.
So that's not slowing down at all.
Having said that, if you're forecast for the year, this has put a little bit of a damper for many businesses on their growth outlook, and they're going to be more careful, and that will start with hiring and other expenditures.
But they've got to keep aggressively pursuing this AI situation, and mergers will be part of that.
So what we see, and I saw this when I was at the Dallas Fed, and I see it more now, we've got a lot of what I call mismatches.
So the Fed worries about, are we sickly growing?
Are we weakening?
We've got a structural problem.
We've got college graduates, programmers, others can't find jobs.
But I've never seen more open jobs, window installers, technicians, plumbers, people to work on the Ford Motor Company assembly line to make $135,000 a year can't find them.
And so these mismatches have to be worked through and we're kind of struggling with that right now.
Some of it is aspirational.
If I go to college, did I go to college to be a plumber or electrician?
Showing 21–40 of 125 · page 2 of 7
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