Trump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25 | The Real Eisman Playbook

In this episode of "The Real Eisman Playbook," Steve Eisman interviews Rob Kaplan, vice chairman of Goldman Sachs and former president of the Dallas Fed, discussing current economic issues such as the Fed's response to presidential pressure, tariffs, and labor market weakness. Kaplan shares insights on the Fed's internal discussions, the impact of tariffs on businesses, and his experiences at the Dallas Fed, including dissenting opinions during the COVID-19 pandemic. The conversation shifts to Kaplan's career in investment banking, his return to Goldman Sachs after a period in academia and public service, and changes within Goldman Sachs, emphasizing client-centric principles and the importance of integration in mergers and acquisitions, and regulatory challenges in the banking sector.

Outlines

Sign in to continue reading, translating and more.

Continue

Trump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25

The Real Eisman Playbook

Introduction to Rob Kaplan and Discussion on Fed Independence

Fed Decision-Making, Tariffs, and Economic Weaknesses

Tariffs, Factory Creation, and Fed Chair Differences

The Role of the Dallas Fed President and Dissenting Opinions During COVID

Investment Banking Insights and M&A Lessons

Attributes of Successful Acquirers and Goldman Sachs' Transformation

Goldman Sachs' Client-Centric Approach and Business Principles

Goldman Sachs' Future Direction, Regulatory Environment, and Banking M&A

Trump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25

The Real Eisman Playbook

00:00Introduction to Rob Kaplan and Discussion on Fed Independence

Introduction to Rob Kaplan and Discussion on Fed Independence

07:55Fed Decision-Making, Tariffs, and Economic Weaknesses

Fed Decision-Making, Tariffs, and Economic Weaknesses

12:19Tariffs, Factory Creation, and Fed Chair Differences

Tariffs, Factory Creation, and Fed Chair Differences

17:11The Role of the Dallas Fed President and Dissenting Opinions During COVID

The Role of the Dallas Fed President and Dissenting Opinions During COVID

23:50Investment Banking Insights and M&A Lessons

Investment Banking Insights and M&A Lessons

29:51Attributes of Successful Acquirers and Goldman Sachs' Transformation

Attributes of Successful Acquirers and Goldman Sachs' Transformation

35:00Goldman Sachs' Client-Centric Approach and Business Principles

Goldman Sachs' Client-Centric Approach and Business Principles

40:28Goldman Sachs' Future Direction, Regulatory Environment, and Banking M&A

Goldman Sachs' Future Direction, Regulatory Environment, and Banking M&A