Robert Kaplan
Showing 1–3 of 3 transcripts.
- Goldman Sachs19 min
Why Markets May Be Pricing in Too Many Fed Rate Hikes
Rob Kaplan, Warsh, Alison Nathan, Robert Kaplan
On September 22, 2026, Goldman Sachs Exchanges featured former Dallas Fed President Robert Kaplan analyzing the Federal Reserve's first rate hike in three years under new Chairman Kevin Warsh, a move driven by persistent 3% inflation rather than market speculation. Kaplan highlighted the Fed's cautious outlook, noting that conflicting economic forces—specifically booming AI infrastructure versus sluggish housing markets—support a decision to pause further increases until December despite Treasury yields exceeding 5%. While maintaining that FOMC members operate free from political pressure, Kaplan warned that a prolonged supply shock risks broadening inflation if economic data such as PCE and CPI indicators in October show no sign of firming.
- Goldman Sachs21 min
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
Rob Kaplan, Allison Nathan, Robert Kaplan
Dallas Fed President Robert Kaplan warns that the Federal Reserve faces a difficult December decision on interest rates as conflicting signals from tariffs, immigration uncertainty, and recent government shutdowns complicate the labor market outlook. With inflation running above target and structural mismatches limiting the efficacy of monetary policy, Kaplan argues that immediate cuts carry risks and suggests waiting for clearer data on 2026 growth drivers like AI infrastructure and tax incentives. While political pressure for lower rates exists, Kaplan maintains that the Fed's independent culture remains robust, though he anticipates potential shifts toward long-term bond purchases to manage the balance sheet.
- Milken Institute1h 2m
Workshop: Using Meditation to Expand Your Capacity for Compassion
Suze Yalof Schwartz, James Doty, Bob Roth, Sharon Salzberg, Jeffrey Walker, Deepak Chopra, Jerry Seinfeld, Victor Frankl, Bobby Kennedy, Dan Ardee, Mark Bertolini, Silly, Jaren Smartano, Elizabeth Choe, Spencer, Bhagavad Gita, Tish Jennings, Mark Greenberg, Robert Kaplan, Lieutenant Difty, Amishi Jai, Glenn Beck, Dalai Lama, Thich Nhat Hanh, Alma, Pope, Glenn Hubbard Jr.
Driven by evidence that meditation shifts the brain from sympathetic stress to parasympathetic restoration, major corporations, educational systems, and healthcare institutions are integrating these practices to reduce burnout and improve operational efficiency. Key figures like neurosurgeon James Doty and investor Jeffrey Kaufmann champion data-backed programs that have demonstrated tangible benefits, including significant cost savings for Aetna and reduced violence in Chicago schools. This global movement reframes compassion as a trainable skill for resilience, establishing a new standard for preventative mental health care across military, corporate, and academic sectors.