As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and stickier prices.
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Mar 2
Oil Market Impacts from Iran
Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ... Show More
13m 9s
May 2025
Goldman Vice Chairman & Former Dallas Fed President Rob Kaplan Talks Fed Might Not Be Cutting Rates This Year
Goldman Sachs Vice Chair Robert Kaplan, former president of the Federal Reserve Bank of Dallas, says he expects sluggish growth but not a recession. Speaking with Sonali Basak at the Goldman Sachs Tenth Annual Leveraged Finance and Credit Conference in Dana Point, California, Kap ... Show More
6m 55s
Apr 2025
Navigating Economic Uncertainty: Policy Insights from a Former Fed President
Loretta J. Mester, Wharton Adjunct Professor of Finance and former President of the Cleveland Federal Reserve, shares her insights on the state of the economy, rising recession risks, and the Federal Reserve's approach to inflation and interest rate decisions in an era of uncerta ... Show More
8 m
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
Aug 2020
Powell Speaks, Investors Listen, Historic Monetary Policy Changes, Breaking News on TikTok As its CEO Announces He’s Leaving the Company, Abbott Labs Gets FDA Approval for Rapid COVID-19 Test
<p>Carl Quintanilla, Jim Cramer and David Faber digest comments from Federal Reserve Chairman Jerome Powell. The Fed Chair presenting at the virtual Jackson Hole summit and announcing a major policy shift to “average inflation targeting.” The central bank will be more inclined to ... Show More
57m 28s
Nov 2024
The Election, The Fed, and What’s Next
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.
(00:40) Jason Moser and Bill Mann discuss:
- The marke ... Show More
40m 23s