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
Having said that, this is the crisis before the crisis, to quote someone else.
If we have a credit cycle in the next two or three years, I actually think this concern now is going to be healthy because if we have a credit cycle, then you're going to see more issues in private credit.
So
Well, obviously, the yield curve has drifted up because oil prices have drifted up.
And people are concerned that central banks just aren't going to cut in the way that we may have thought literally a month ago.
Having said that, I think the private credit issue, maybe not this year, but over the horizon, is about...
operational risk matching financial risk.
And we were taught way back when, if operational risk is high, be careful about the financial risk.
And AI and disruption is going to increase operational risk.
Businesses will figure it out, but you don't want to be as highly leveraged.
And so that's something I think people are going to have to go back and scrutinize.
Well, the companies, listen, we would have said in the past four or five times EBITD, that's not over leveraged.
Well, it is if there's a risk that your EBITD might drop 30% because of a new innovation.
That's the issue.
Let's stay close to clients.
Let's understand their needs.
Let's bring the whole firm to bear, including our thought leadership, to help them figure out what's going on.
Corporate clients are very active.
Investing clients across all our sectors are trying to –
figure out and handicap what's going on.
Showing 61–80 of 125 · page 4 of 7
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