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
Turns out those jobs make a lot of money.
And so I think you may see, you're going to need to see more changes in our educational system where it wouldn't shock me if 15 years from now, a state college offers a skill training option.
They don't do that now.
Exactly.
That's right.
College Station.
College Station.
Exactly.
I think the, I'll talk generally, the attitude in boards is there is a window here where I think companies are more confident that if they want to do a merger, that they'll be able to get it done and they want to take advantage of that window.
Yeah, so...
If you actually look under the hood in the portfolios, obviously you want to check what their industry exposures are, how much software exposure.
By the way, there's nothing wrong with software companies.
It's just you may not want them to be leveraged five times EBITD.
But there's the portfolio issue, which I would argue, if growth is solid this year, we're unlikely to have a credit cycle in 26.
So what's going on?
There's that liquidity mismatch.
That's a big problem.
And I think they're being confused, meaning there are certain BDCs that you have to offer quarterly liquidity.
And when investors rush for the exits and they think others are, then they're going to rush.
And I think in portfolios that have good matching of assets and liabilities, liquidity, they may be fine.
Showing 41–60 of 125 · page 3 of 7
← Previous
Next →