Calls
3
Robert Kaplan
Vice Chair, Goldman Sachs; former President, Federal Reserve Bank of Dallas
Win Rate
66.7%
return
+0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 17
$750.75
+2.5%
The AI adoption boom is disinflationary, improving productivity and increasing profit share while keeping unit labor costs under control, which supports rising corporate profit margins and equity valuations.
Equity Indexes
Long
Sep 01
$64.00
+0.5%
The US economy is bifurcated; sectors related to AI infrastructure and defense are strong, while housing, autos, and low-to-moderate income consumers are sluggish, keeping the Fed patient.
Thematic ETFs
Long
Sep 01
$229.03
-1.4%
The US economy is bifurcated; sectors related to AI infrastructure and defense are strong, while housing, autos, and low-to-moderate income consumers are sluggish, keeping the Fed patient.
Thematic ETFs
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Robert Kaplan has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: SPY, ITA, AIQ.
