What podcasts say about Robert S. Kaplan

Every statement, with the speaker, the exact quote and the moment it was said.

What Robert S. Kaplan has said on podcasts

13 statements · 4 positive · 6 negative · 2 mixed · 1 neutral

on U.S. economyMixedOct 27, 2026· Bloomberg Surveillance
The economy is strong in AI and defense but sluggish in housing, autos, and low-income consumption.
“I'd say this economy is, if it's anything AI related or defense spending related, super strong. If it's related to housing, autos, serving low, moderate income consumers, sluggish.”
Listen at 4:15
Open the episode · Previewing the Fed Meeting and AI IPOs
on InflationNeutralOct 27, 2026· Bloomberg Surveillance
Most current inflation may be structural rather than cyclical.
“some of this inflation and maybe the bulk of it is structural, not necessarily cyclical.”
Listen at 4:47
Open the episode · Previewing the Fed Meeting and AI IPOs
on Fed funds rate increasesNegativeOct 27, 2026· Bloomberg Surveillance
Rapidly raising Fed funds could slow weak sectors without reducing inflation.
“The impact of raising too far too fast may be to slow already sluggish parts of the economy. And it may not make a dent in inflation.”
Listen at 6:17
Open the episode · Previewing the Fed Meeting and AI IPOs
on AI adoption use casesPositiveOct 27, 2026· Bloomberg Surveillance
Many AI adoption use cases are likely to work, with evidence emerging within a year.
“I'm very optimistic about how many of these adoption use cases are going to work, but we're going to learn a lot over the next year.”
Listen at 7:32
Open the episode · Previewing the Fed Meeting and AI IPOs
on AI-driven employment mixMixedOct 27, 2026· Bloomberg Surveillance
AI will reduce programming roles while increasing externally focused relationship roles.
“There are going to be fewer programmers, but I think you're going to have more and more people covering clients, building relationships, externally focused.”
Listen at 8:54
Open the episode · Previewing the Fed Meeting and AI IPOs
on Balanced regulationPositiveOct 27, 2026· Bloomberg Surveillance
Balanced regulation can support productivity growth.
“balanced regulation can help with that.”
Listen at 10:47
Open the episode · Previewing the Fed Meeting and AI IPOs
on Highly leveraged governmentsNegativeOct 27, 2026· Bloomberg Surveillance
Highly leveraged governments remain the biggest global tail risk.
“the biggest tail risk I see still starts with governments around the world”
Listen at 11:56
Open the episode · Previewing the Fed Meeting and AI IPOs
on Interest rateNegativeOct 27, 2026· Bloomberg Surveillance
A rising long-term yield curve is pressuring housing and businesses.
“I worry about the long end of the curve that it keeps backing up. And that's squeezing housing. It's squeezing a lot of businesses.”
Listen at 12:28
Open the episode · Previewing the Fed Meeting and AI IPOs
on U.S. immigrationPositiveOct 27, 2026· Bloomberg Surveillance
The U.S. needs annual immigration of one to two million people.
“We need $1 million to $2 million a year in immigration.”
Listen at 13:00
Open the episode · Previewing the Fed Meeting and AI IPOs
on US TreasuriesNegativeOct 27, 2026· Bloomberg Surveillance
Treasuries are no longer reliably diversifying cyclical downturns.
“the Treasury curve is not acting right now like a cyclical diversifier.”
Listen at 14:29
Open the episode · Previewing the Fed Meeting and AI IPOs
on National DebtNegativeOct 27, 2026· Bloomberg Surveillance
High debt is making investors more reluctant to own Treasuries.
“We're not seeing that. I think we're getting to a level of debt where people are more reluctant now to own treasuries. That's a dangerous thing.”
Listen at 14:44
Open the episode · Previewing the Fed Meeting and AI IPOs
on Remote workNegativeOct 27, 2026· Bloomberg Surveillance
Remote work deteriorates training, mentoring, coaching, and relationship building.
“training, mentoring, coaching, relationship building deteriorates.”
Listen at 15:38
Open the episode · Previewing the Fed Meeting and AI IPOs
on In-person workPositiveOct 27, 2026· Bloomberg Surveillance
Effective coaching requires in-person observation.
“Coaching requires observation. I can't observe you if we're not together.”
Listen at 16:32
Open the episode · Previewing the Fed Meeting and AI IPOs

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.