September 12, 2025· 31 min

Rob Kaplan on the Fed, AI, and How Globalization Is Happening Without the US

Rob Kaplan

Orality

Model

55%

Mixed oral/literate (blogs, casual essays)

Speaker Breakdown

HostJoe Weisenthal(825 words)

M:28%

HostTracy Alloway(892 words)

M:29%

GuestRob Kaplan(3,452 words)

M:27%

Oral Indicators

Agonistic17%

literally, completely, huge

Engagement78%

you, our, your

Memory Aids100%

listen, now, so

Repetition100%

think (56x), your (42x), what (36x)

Parallelism51%

And I'm Tracy Alloway...., And so it sort of puts a littl..., And as you well know, we are d...

Sound Patterns66%

45 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases9%

the fact of the matter, i mean, the thing is

Literate Indicators

Hedging8%

may, maybe, could

Passive Voice5%

was recorded, was recorded, are locked

Abstract Nouns19%

investment, recommendation, business

Subordination9%

because, until, though

Sentence Length39%

Avg: 14.9 words/sentence

Word Complexity47%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style22%

530 personal pronouns found

Descriptive Style68%

literally, completely, apply

Description

In this live episode, recorded at the Future Proof Festival in Huntington Beach, California, we speak with Rob Kaplan, the former president of the Dallas Federal Reserve Bank and the current vice chairman of Goldman Sachs. We discuss his views on the rate path, and why he does not see the Fed cutting by 50 bps at the next meeting. We also discuss the general macroeconomic environment, the US vs. China AI race, and why he sees globalization on the march — except it's happening without the US. Odd Lots is coming to Chicago for a live episode! Get your tickets here Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.

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