Robert Kaplan

Robert Kaplan, vice chair of Goldman Sachs and former president of the Federal Reserve Bank of Dallas, shares insights on the current economic landscape. He discusses the recent Fed interest rate cuts and their ramifications. Kaplan analyzes the Trump administration's fiscal policies and their potential impact on inflation. He dives into concerns about tariffs affecting Texas businesses and explores the complexities of the debt ceiling. Lastly, Kaplan expresses optimism about the robust economic growth in Texas, highlighting the state's business expansion.

Join economics experts Steve Leisman, Chris Harvey, Robert Kaplan, and Lauren Goodwin as they navigate the turbulent waters of today's economy. They tackle the Federal Reserve's latest insights and their impact on market trends, including inflation and interest rate concerns. The group discusses the limitations of traditional investment strategies in a volatile world, highlighting innovative approaches like Hertz's electric vehicle initiatives. Get a front-row seat to their predictions on economic conditions and market movements!

Robert Kaplan, Vice Chairman at Goldman Sachs and former President at the Dallas Fed, shares insights on inflation trends, the importance of Federal Reserve independence, and their impact on the US economy. Mark Gurman, Bloomberg News' Chief Correspondent for Apple and Tech, dives into Apple's strategic shift in chip development and the challenges of adapting to global markets and geopolitical tensions. The conversation also touches on the growing significance of Apple’s services revenue, showcasing the company's evolving position in the tech landscape.

In this discussion, Robert Kaplan, former Dallas Fed President and Goldman Sachs vice chairman, shares insights on the Fed's hesitant rate decisions, deeming them positive. Charles Dallara, former IIF CEO, warns of potential global market turmoil stemming from Trump’s trade policies. Lizanne Saunders, Chief Investment Strategist at Charles Schwab, highlights market trends influenced by AI, particularly in holiday shopping dynamics. The conversation also covers Qualcomm's legal triumph over Arm Holdings, impacting semiconductor market strategies.

Gabriela Santos from J.P. Morgan and Ankur Crawford from Alger dive deep into market trends, debating the potential for a lasting rally amid seasonal shifts. Robert Kaplan analyzes the Fed's future moves, while Stacy Rasgon navigates the semiconductor sector's volatility. Erin Brown shares insights on overall market dynamics and investor sentiment as earnings season begins, emphasizing the resilience of consumer spending and the impact of tech innovations. Together, they unpack the complexities of today's economic landscape and investment strategies.